Invite Users and Manage Permissions

Before You Begin

Who can do this: Admin only. Start at Admin Panel, route /admin-panel. Have the person's email, required role, pages, and machines ready.

Invite a Team Member

1. Open Invite Team Members.
2. Enter the email and select the role.
3. Send the invite and review it in the user area.
4. Resend it when needed, or revoke it when it should no longer be usable. A revoked invitation link stops working immediately.

Set Page and Machine Access

1. Open the user in Users and choose Edit Permissions.
2. Select Full Access or a specific Page Access list. Full Access remains subject to the role's restrictions; an empty list grants no grantable pages.
3. Set Machine Access separately to all machines or a selected list.
4. Save. Ask the user to recheck in their next session.

Example: Give a planner Assignment Planner access plus the machines they plan. Giving only the page does not give access to every machine.

Operators and Promotion

Use Manage Operators to create or recover an operator account. Copy or download the one-time generated password. Generating a replacement ends active sessions; deactivation ends access immediately while preserving history.

Promote to user gives access to all machines regardless of the previous machine list. Review that effect before promoting. Operators never receive Hall Plan, Orders & Products, or Alert Rules.

Expected Result and Common Problems

The person has the intended role, pages, and machines. Unauthorized indicates a page restriction; No machine access — contact admin indicates the machine list. Admin-only pages cannot be granted to a non-admin. See roles and access.