Add people and import a CSV
For managers and admins
Add the people who should be paged, one at a time or many at once from a spreadsheet. You need the Manager or Admin role.
Add one person
Open Settings → People, pick the team, and press Add person. Fill in:
- Name and email.
- Mobile number, which is where Oncall sends SMS pages.
- Also page on WhatsApp, a switch for the same number (optional). It stays off until WhatsApp paging is live: until then the dialog says so and every page goes by SMS.
- Role, if you’re an admin: Engineer or Manager. Managers can only add engineers, so they don’t see the choice.
They may get a welcome email. If someone can’t be paged because they have no phone number for SMS, a line above the list says so.
Import a CSV
To add many people at once, press Add person, then the Import a CSV link at the bottom of the dialog. It opens Import engineers (CSV). Paste one person per line, with these columns, and press Import:
name, email, phone, role Ama Mensah, ama@yourcompany.com, +233200000000, engineer Kofi Asante, kofi@yourcompany.com, +233200000000, manager
The header row is optional. The role column is for admins: engineer, manager or admin. Leave it out and the person is added as an engineer. If you are not an admin, everyone you import is added as an engineer, whatever the role column says.
Older files with a Slack column before the role (name, email, phone, slack, role) still work: the Slack column is ignored, because Slack finds people by their email. A row with four columns whose fourth isn’t a role isn’t imported, and the dialog says which line it was.
When it finishes, you will see a result such as “Imported N, M failed.” Check the people you expected, and add any that failed one at a time.