Account provisioning lets you create accounts for new team members directly from the Members page. It also allows organizations to add team member roles, pay rates, projects and even generate passwords for new accounts (as opposed to the standard invitation process.
This makes it easier for larger companies to add team members to the platform.
Table of contents
Adding a single user
Step 1
Navigate to People > Members.
Step 2
Click on the Add members button.
Step 3
On the Add members dialog, click the Create accounts tab, then fill in the following information:
- First and Last Name
- Pay rate
- Role
- Projects
- Password (automatically generate, or create password)
When finished, click the Create account button.
Step 4
A dialog box will appear. Click on Copy password to save a copy of your new member’s password, click on +Another account to add another user, or click Done.
Step 5
Once you’re finished, you’ll see the new member added on the Members list.
Adding users in bulk
Step 1
Navigate to People > Members.
Step 2
Click Import members.
Step 3
Click on the Create accounts tab, then download the template.
Step 4
Replace the dummy row field data with your custom user data, then save the CSV file.
| Name | Role | Teams | Projects | Require timesheet approval | Hourly Pay rate | Pay period | Password | Required password change | OS_username | |
|---|---|---|---|---|---|---|---|---|---|---|
| FirstName LastName – Remove or change | test@email.com | Manager (User or Manager) | Team1,Team2 (This will assign existing teams, but not create new teams) | Project1,Project2 (This will assign existing projects, but not create new projects) | No (Yes or No) | 10 | Weekly (None, Weekly, Twice per month, Bi-weekly, Monthly) | Password1 | Yes (Yes or No) | Username |
| FirstName2 LastName2 – Remove or change | email@example.com | User (User or Manager) | Team1 (This will assign existing team, but not create new team) | Project3 (This will assign existing project, but not create new project) | Yes (Yes or No) | 20 | Monthly (None, Weekly, Twice per month, Bi-weekly, Monthly) | Password2 | Yes (Yes or No) | Username |
Below is a sample new user:
| Name | Role | Teams | Projects | Require timesheet approval | Hourly Pay rate | Pay period | Password | Required password change | OS_username | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sebastian Bruges | sebastian@hubstaff.com | User | Admin | 55 Twin Lane | Yes | 10 | Weekly | Abcd1234! | No | Sebastian |
The OS_username property is required for organizations using the corporate app feature. The value needs to be the same as each user’s operating system name.
The os_username should not contain the domain.For example, if you open the command line on Windows, you will see
C:UsersMyUser>and the value that you need to use is MyUser.
Here is a real-world example: if the operating username is “marto,” the command line should read:
C:Usersmarto>
Step 5
When ready, upload the file by either clicking Browse files, or dragging the finished CSV file on the import dialog, then click the Import button.
Step 6
You’ll see a notification on the top right of the screen letting you know that you will receive an email when the import has completed.
Step 7
Finally, you’ll receive an email notification letting you know the import has succeeded, or if there are any issues with the import.
Step 8
Now, you can see the new user/s added on the Members page.
