Adding and Editing People

These are the people in the system who can appear in rotas. Each person has a name, unique display name, email address (required if a user, manager, or admin) and an optional mobile phone number to receive SMS notifications. People can be added individually or via a...

Welcome email – Becoming a User

The Welcome email is used to communicate with a person when they have been added to plan2gether. They must have an email address to receive the Welcome message! The Welcome email is sent: If the option is selected, when people are imported from a CSV file By selecting...

Setting Availability

By default, if a person is in a team and is not a reserve, they are always available to go on a rota. If a person is going to be unavailable to do their rota duty then they can be set as unavailable between any 2 dates. The unavailability can be deleted. A User can...

Privacy & Access Rights – Users, Managers, Admins

Privacy In the people screen, email addresses and phone numbers are only visible to administrators. When a user logs in they can see only their own email address and phone number. All other people’s email addresses and phone numbers are hidden. In the public...