Users and roles
Who can use Manufacturing, which roles are paid and free, and adding operators with no sign-in.
Go to Settings > Users & roles.
Roles
Office users (paid):
- Admin - everything: products, orders, planning, costs, users, settings and the plan.
- Planner - bills of materials, work centres, manufacturing orders, planning, buying, subcontracting and costs.
- Quality & maintenance - quality checks and alerts, equipment and maintenance requests. Sees orders.
Free:
- Operator - the shop floor only: starts and finishes work, records quantities, scrap and checks.
- Viewer - sees orders, planning and reports, and changes nothing.
Only office users count for the plan. The Free plan has 2 office users.
On Business, add custom roles with the rights you choose, under Settings > Custom roles. Only the business owner can make someone an Admin.
Invite
Under Invite someone, enter the email and role, and click Invite. The link works for 7 days.
Operators with no sign-in
People on the floor don't need a sign-in at all. They are free, and one signed-in tablet can serve a whole line.
Go to Settings > Operators and click + New operator:
- Name
- PIN - optional, 4 to 8 digits. To remove one later, type -. To make a PIN a rule for everyone, switch on Operators must have a PIN on the shop floor under Settings.
- Cost an hour - leave it blank to use the work centre's.
- Badge - optional.
- Their sign-in, if they have one - links the operator to a user.
Switch Active off when someone leaves. Their past work stays.
To limit who can work on a machine, use Allowed operators on the work centre. See The shop floor.
Plan & Billing
Admins manage the plan under Plan & Billing. See Free trial and plans.