To add users, go to "Setup > Users" then click on the plus icon at the top right above the table.
Permission groups allow you to set which users are able to perform which actions in PlanMan, such as add, edit and delete items. When you sign up for a free 30-day trial, you are automatically added to the Administrator group. Users in the Administrator group have access to everything.
The permissions that you can currently set are as follows:
Add purchase invoices
Update purchase invoices
Delete purchase invoices
Manage leave requests
Run invoice reports
Run time recording reports
Delete project stages
Delete other user calendar events
Adding Users to Permission Groups
To add a user to a permission group, go to "Setup > Users" then click on their name. Under the Permission Groups section, click on the plus button and select the group to add them to, then click the Update User button.
To remove a user from a permission group, click the red bin icon.
To further secure your logins, you can enable 2 factor authentication. To do this, view your account page by clicking your name at the top left, then clicking the user icon.
Then click on the SETUP 2FA button at the top right and follow the instructions.
A mobile device with the Google Authenticator (or equivalent) app is required to set up 2FA.