Users

Administrators manage staff accounts under Setup > Users. The account's active-user allowance determines whether another user can be added or reactivated.

Add or update a user

1. Open Users and click Add User.
2. Enter the first and last names, email, password and other details needed by your team.
3. Click Add User to create the account and open its details.
4. Set the user's Permission Groups and Default Dashboard, then click Update User.

PlanMan checks the number of active users against your account allowance. If the page says there are no spaces left, review inactive accounts or contact PlanMan about the allowance. Check any message about an email address already being used before handing over access.

To change a password, enter a new value in Password and update the user. Leaving it blank keeps the existing password.

Active users and leave

Clear Active and save when the account should no longer be active. Administrators can use View Inactive Users above the list to find inactive records and reactivate them when space is available.

Maintain Leave Remaining for the leave request workflow. User details also contain personal and employment information; enter the information your organisation needs.

Choose a dashboard

Project Dashboard focuses on the user's project work and stages. Global Dashboard shows a wider view, including live projects, open quotes, unpaid invoices, reminders and calendar information.

See Project Dashboard and Global Dashboard for the cards, work lists and billing calculations on each view.

Choosing a dashboard changes the starting view; permissions still control access and actions.