Users and roles

Only admins can create and manage user accounts.

Roles

• Admin — full access, including user management and settings. Not blocked by the notification gate.
• Manager — can create, edit, publish assignments, manage leave, people, locations, projects, accommodations.
• Viewer — sees their own schedule and team peek; receives notifications.

Creating a user

1. Go to Settings → Admin.
2. Click Create user.
3. Enter name, email, role, and (optionally) link the account to an existing person record.
4. Save. A temporary password is generated — share it securely with the new user.

Converting a person into a user

If a person already exists on the schedule (e.g. Ash Kaneson) but has no login, you can turn them into a user in one step from the People page. This links their account to their existing person record so their assignments and schedule position carry across.

Changing roles

Admins can change any user's role at any time from the Admin page. The change takes effect on their next sign-in or page refresh.

Resetting passwords

Use the Reset password action on the user row. A new temporary password is generated.

Next: People, locations, projects.