User Management

Use Setup > Users to manage staff accounts. User details, active status, dashboard choice and group membership are managed separately from the personal settings each user can change on Account Details.

Add a staff member

1. Open Setup > Users and click the plus button above the table.
2. Enter the person's first name, last name, email and other details, including their starting password.
3. Save the user. PlanMan opens their user record so you can finish setting it up.
4. Select the appropriate dashboard, set any leave balance and other staff details, then click Update User.

Use an email address that is not already assigned to another user. Read the result message after saving: PlanMan reports when an email address has already been used. Adding and reactivating users is also subject to the active-user allowance on your package.

Give the user access

On the user's record, use the plus control in Permission Groups to select a group, then click Update User. Remove an unwanted membership with its bin control. Review the group's permissions under Setup > Permission Groups before assigning it.

Administrator access grants the permission flags, but record-specific rules still apply. For example, changing a project or stage to or from On Hold requires the project owner. Viewing sick days has its own permission, separate from managing leave requests.

The current user-edit page itself requires administrator access, so ask an administrator to make changes if you cannot open it.

Personal sign-in settings

A user can open Account Details from their profile area to change their own details, password, notifications and shortcuts. To enable two-factor authentication, choose Setup 2FA, add the displayed QR code or manual setup key to an authenticator app, then enter the generated PIN to complete setup. The setup is only saved after a valid PIN is confirmed.

See Account Details and Two-factor authentication for the personal account steps.