This article is for admins. Only users with an admin role see the gear icon.
Add a single user
Use the facility switcher (top left) to choose the facility the user belongs to.
Click the gear icon (top right) and open Admin Settings → User Management.
Click Add User.
Enter the user's first name, last name, and an email address or Employee ID. Email is optional, so shop-floor users can log in with their Employee ID.
Fill in the other details you use, such as job title, manager or shift.
Assign a role if the user needs more than standard access (see How to create roles and manage permissions?).
Save. The user gets a temporary password and is asked to change it at first login.
Workspace user vs facility user
Facility user: leave Is Workspace User unticked. The user only has access to the facility you're currently in.
Workspace user: tick Is Workspace User and select every facility the user should work in. Use this for corporate staff or people who support several sites.
Tip: to add someone to only one facility, switch to that facility first and add them there.
Changing a user
From User Management, open the user to change their email, job title, role or facilities.
When someone leaves or goes on leave
Set the user's status to Inactive rather than deleting them. Their history (Kaizens, tags, training records) is kept, and they can no longer log in.
Adding many users at once
See How to bulk upload users?
Good to know
Users must log out and log back in after you change their role or facility access.
To rename a facility, contact [email protected].