All updates
Improvement
An Excel template to download to import your team
In Settings › Access › Users › Import a CSV, the “Download a template” button gives you a ready-to-fill Excel file, with the same choices as the invitation as drop-down menus.
Until now, importing a list of people only set the address, the name and the role. The Excel template takes over everything the “Invite a user” window asks, column by column, with a note under each title and two example rows to replace.
- Role: a menu with the software's roles, “Field agent” and your company's access types.
- A field agent's activities (Cleaning, Linen, Inspection, Delivery, Maintenance), phone, language of the invitation.
- Status (Employee, Independent or Later), pay (monthly, hourly, per cleaning) and amount: the contract and the pay are created as after an invitation.
- Allowed departments, clients and properties (tags), and compliance documents: Yes, No, or the list of documents to request.
Fill in the file in Excel or Numbers, then import it in the same place: the columns are recognised without matching anything by hand, in the language of your screen. Older CSV files are still accepted. Accounts are created without any automatic email: you send the invitations whenever you wish.