Manage Operators
Create operator records, manage access, and recover credentials while preserving production history.
Goal
Keep the operator list accurate so scheduling and production tracking reflect the right people.
Before You Begin
- Required access: Admin only.
- Entry points:
/admin-panel
Begin on the Admin Panel page.
Preconditions
- The user has admin access.
Steps
Open the operator management area
Open the operator management area.
Add a new operator or edit an existing one
Add a new operator or edit an existing one.
Save the operator details
Save the operator details.
Use the updated operator list
Use the updated operator list in planning or machine-related pages.
Deactivate an Operator
When an operator no longer needs access, open their record in Operator Settings and use the deactivation action. Access is deactivated immediately, while previous shifts, labels, and assignments remain available in the production history.
Operator Settings shows active operators only. A deactivated operator disappearing from that list does not mean their historical records have been deleted.
Generate a Replacement Password
Open the existing operator record and choose Edit operator. For an eligible operator, use the action to generate a new password. Copy or download the generated credentials before closing the window: they are displayed only once.
Generating a replacement password ends the operator's active sessions. The operator must sign in again with the new password. Use the existing record for recovery so the person's production history stays together.
Send an Email Verification Message
From the operator's record, explicitly request or resend the confirmation email when verification is needed. Creating or editing a record, or generating a password, does not automatically send a verification email.
An operator whose email is not yet verified can still sign in and use their assigned access. Email verification and operator activation are separate: verification confirms the email address, while activation determines whether the operator has access.
Review the Role Before Promoting
Promote to user gives the operator access to all machines regardless of their existing machine list. Review roles and access before using it. Use Invite Users and Manage Permissions for ordinary team invitations and page permissions.
Decision Points
- Whether the user should create a new operator or update an existing one.
- Deactivate an operator to end access while retaining history; use password recovery when an active operator needs new credentials.
Expected Result
Operators are available for scheduling and production-related workflows.
Common Problems and Edge Cases
- Old or duplicate operator records make planning harder to trust.
- A new operator may exist in the platform before being assigned anywhere.