Adding a user to Planhat is designed to be simple, fast, and secure! Follow the steps below to get your new user up and running in no time!

In upgraded Planhat (ws.planhat.com), adding a new user can be done via the "Users" part of the "Settings" Global Tool (pictured below) or the Data Explorer (ensure you have the "User" model selected from the dropdown menu).

Add the user's email that they would be using and hit the next button!

From here you can now give your user a role, enter their details, and invite!

User Details

Most importantly you will need to give your new user a Display Name, First Name, and Surname.

Roles

You can give the user a role, these will be the permissions they have and defines the level of access the user has in Planhat. Any custom roles you may have set up will also appear here!

Invite!

Once all the details are done and a role has been selected it is now time to Save the user and either send an invite straight away to get the user going or save the user to activate when you are ready!

If you are ready to get this user in Planhat ASAP, enable the "Invitation email" toggle switch. This will activate the User account and send an email to the email that was used for them to set a password.