Articles on: Import and Export

How Do I Add (Import) Users?

There is always an option for you to add new or existing users. Since our system works as an integration, we pull user information from your Workspace Directory, so these users do not need to create logins or passwords; They can simply log into Vacation Tracker using their appropriate integration credentials!

If you are using our Email option, you can invite your users to the account via email, where they can create a password to log in.

Since your subscription amount depends on the number of active users in your account, please note that importing additional users may have an impact on your future invoices.

Here are the steps to Add new users:

Go to the Vacation Tracker Dashboard -

On the left-hand side click on Users

On the left-hand side click on the Add Users option

A pop-up will open asking you if you want to import all users. The No option is automatically chosen, and for this option you can either type the name of the user or scroll and select using the drop-down menu.

If you're using our Microsoft Teams integration, the format will be a bit different, though you'll still have the same options:

Once you have selected the user(s) or chosen the "All Users" option, click Import Selected Users

Here are the steps to Invite users under the Email option:

On the Users page, you will see an Invite Users button. When you click on it, enter the email addresses for the users you'd like to invite
Click Send for the invitation to be sent to the email address(es)
You will see the invited users on the Invitations list, as well as the status of the invitation

Once they accept the invitation and create their password, they will be sent to the Active list

If for any reason you do not see the newly imported users in the Active Users list, please check the Inactive or Deleted lists as well. If the users happen to be there, simply update their status to Active. If they are not there, feel free to reach out to our Support Team for more information!

The users have now been added to Vacation Tracker, and can start requesting leaves! If you'd like to, you can use our Announcements feature to let your users know that they can start using Vacation Tracker How Do I Notify (Announce) Vacation Tracker to Active Users?

If you need to set specific quotas for certain users, you can do so using the steps outlined here: How Do I Set or Edit the Number of Days Off for Individual Users?

You can also add previous leaves for new users using these steps: How Do I Add a Leave for a User?

If the page does not reload on its own, refresh the page and the user should show in the user list.
Please keep in mind, the "All Users" option will import all of the users you currently have in your workspace directory.

Updated on: 11/01/2023

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