Importing and Adding Users
People are important -- in general but also in Service Planning. There are a 3 ways you can add users.
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1People Module
If you have the People module and have people added in there, there's good news! The databases share with Service Planning so you don't have to add users twice. Follow the steps below to see how you can add a user that's already in People!
1. Click on People located on the menu on the left then on All People.
2. Click on +Add Person located in the top right corner.
3. Search for Person will pop up. Start typing in the name of the person you're looking for and if they already exist in Service Planning, you'll see them show up under SP Users. Otherwise you'll see them under ChMS Users. When you find who you're looking for, click on their name and then on the Import button.
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2Import Helpers via CSV
If you don't have our People module or are coming from a different planning service, you can import everyone at once using a .csv file. For your convenience, we provide 2 templates you can use. The primary difference between the two templates is the first and last name are separate in Sample Template 1 rather than together in one slot in Sample Template 2. Follow the steps below to learn how to import helpers via CSV:
1. Click on People located on the menu on the left then on All People.
2. Click on Import Helpers from CSV located at the top right corner next to Add Person.
3. Download one of the two templates we've provided, fill in your people, then re-upload the completed .csv file and click on Upload File.
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3Add Users Individually
If you need to just add a few people or have someone new, you can add them individually. Follow the steps below to learn how!
1. Click on People located on the menu on the left then on All People.
2. Click on +Add Person located in the top right corner.
3. You'll be taken to an editing page where you can set things such as their User Type, contact information, and permissions. If you have teams and roles/skills set up, you can add those to the user as well. Once you've filled out everything, click on the Save button located at the top right of the page.
NOTE: Name, email address, and phone number are necessary for any communications that are sent.