To enable user access to both the web application and the Planado mobile application, this guide focuses on adding users manually — a method primarily suited for web application users. For adding field workers, we recommend using the invitation method outlined in the "Add field worker" instructions.
Adding a user
Open a list of all users from the General → Users → List page. By default, the users are sorted by their second name. They can also be sorted by licensed seats.
Adding users requires either administrator rights or specific permissions for user management.
Click the "Add user" button. Fill in the first name, last name, and mobile phone number as needed. This information can be utilized later, such as for SMS notification templates.
Provide the email address and password your worker will use to log in to the Planado web or mobile application. The password must be at least 8 characters long.
Once you click the Add button, the user will be created.
You can easily update user information, including modifying their permissions and login details, by selecting the user from the list.
You can read more about permission in the Permissions and seats article.
You can group your employees to form teams.
If you need any help, leave us a ticket or write to our email address: support@planado.app.