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...

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...

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...