lock Admins only
Open My Portal1 Download the list
Everyone on Employees today, one row each. Open it in Excel or Google Sheets, fill in the blanks, add a row for anyone missing, and save it as a CSV file (in Excel: File → Save As → CSV).
- Work email is how each row finds its person; the rest can be left blank. A blank cell never changes anything.
- App role: field, office, admin or auditor. Hire date: 2025-03-01 or 3/1/2025. Managers: their work emails, separated by semicolons.
- Pay type hourly or salary, and Pay amount, are used only for someone with no pay on file yet; after that, change pay on their record.
- Business card: yes to make (or keep) their card; Card phone goes on it.
2 Upload it and check the changes
Nothing is saved until you press Save. Nobody is emailed.
3 Send login links, when you're ready
Everyone who has never signed in. Each gets an email to choose their password; the same login works in FieldSheet and QC2GO.
Who's on the website, in order
Switch people on, and write their bio, from their record on the People tab. Use the arrows to set the order, then save it.
Put it on the website (once)
In WordPress, open the page where the team should appear (for example About or Our Team), add a Custom HTML block, paste this in, and update the page. From then on it keeps itself up to date: changes here show on the website straight away.
Preview
How it looks; on the website it takes on the site's own fonts.
Nobody is switched on yet.
Pick someone to see their record and pay history.