How to Add and Import People
Add and import people from Manage > People.
- Go to Manage > People and click Add Person.
- Enter the new user’s name and email address. The email address must be unique for every person on the account.
- Choose Permissions. Set a rate and department if you wish.
- Click Save. An email will be sent to your teammate to let them know how to sign in to Harvest and create their password.
You can import people from a CSV as long as the file is formatted correctly. To get people data into a CSV, organize your data into a spreadsheet (using Excel, Numbers, Google Spreadsheet, etc.), and export it as a CSV file.
Organize the spreadsheet with the following 7 columns (in the same order):
- First Name
- Last Name
- Hourly Rate
You can also download a sample CSV file (right-click link).