How do I add a new user?

To add a new User to PlanPoint, you need to have Administrator Role Permissions.

Once logged in to the PlanPoint Platform, navigate to the Users tab on the left hand side of the menu.

1. Select Users
2. Select Add User
3. Enter the details of the new user
   1. Email Address - will be where the Users password will be sent to
   2. Mobile Phone - will be where the User will receive their 2 Factor Authentication code (to login to the PlanPoint App)

Select User Roles

• Select all of the Roles that are required for the User (note: it's important to select all that apply)
  1. Company Admin - this is the 'owner' of the PlanPoint account
  2. Finance Officer - manages billing for the account; adds/edits payment and credit card info
  3. Administrator - adds and edits users
  4. Office User - can access PlanPoint Platform and view/edit/export A55s (no access to the mobile app)
  5. Field User - can create PlanPoint A55s on the mobile app (no access to the Platform)

Select User Group / Sub-Groups

Select the Groups / Sub-Groups that the User needs to be assigned to, based on what you want the user to be able to see, or where you want their A55s to be displayed.

Office User Groups can be assigned so that the user can view all Sub-Groups

- This allows an Office User to be able to view all A55 Plans for all users regardless of Sub-Group.

For example: An office user could view all plans created in a whole region (Group) regardless of which sub-contractor (Sub-Group) has created them.

Field Users must be assigned to one Sub-Group 

For example: This allows you to assign users to a particular team or subcontractor working within a region (Group).

Note: Field Users can only be assigned one Sub-Group at any one time. Any plans created will be linked to this Sub-Group. 

• You can change a Users Sub-Group assignment at any time. There plans will remain with the Sub-Group that they were assigned to at the point they created them.

For example: You may wish to add Users to Sub-Groups based on a particular project or contract they work on, or if they all work for the same company.

Information on Groups / Sub-Groups

Groups and Sub-Groups are used to identify different User entities (e.g. Teams, Regions, Areas etc).

Each Group is able to have multiple Sub-Groups to which user access can be granted or restricted.

Note: Groups and Sub-Groups can be added or edited using the main “Groups” Screen on the PlanPoint Platform.

Field User Groups

Plans are saved against the Group/Sub-Group of the Field user completing them at the time of submission.

Field Users are able to have their Sub-Group changed (i.e. to be able to submit plans for different teams) but can only be assigned to 1 Group at any one time.

Office User Groups 

Plans are visible on the Platform based of the Group/Sub-Group assigned toe the Office User.

Can be assigned to multiple Groups based on which Field Users A55s/SPOs they wish to see/edit.

If it is desirable for an Office User to be able to View/Edit all plans then they can be set up to see “* All Sub-Groups” within the Office User Group selection.