The Users screen manages the secure access points for your team, categorising individuals as either Administrators or Workers. Organising your user list here ensures that staff can view their specific schedules while maintaining the integrity of your system-level data.
This guide covers:
- Adding new users and assigning appropriate system Roles.
- Entering essential contact details for account identification.
- Utilising the Save & Invite feature to automate account setup via email.
- Editing or removing existing user profiles to maintain secure access.
Start confidently and get your team logged in fast.
💡 Power User Insight: Managing your user list directly in Settings allows you to maintain a secure “source of truth” for system access, ensuring that only authorised personnel can interact with the parent entities and compliance data in your hierarchy.