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...

Teams and Roles

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.   Watch the How to… Video: For...

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...

Notes – Adding, Editing and Sending

Notes can be attached to any instance of an event or to a team in an event. Notes are free-form text up to 1000 characters. They can be used for song lists, speaker’s requests, changes to running order etc.   Viewing, editing and sending The notes are...