Help · People and shops · Supervisors and above

Add your people

Each person gets one account with a role, a shop and an employee ID. New hires start with the indoctrination items assigned.

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Steps

  1. Open Team, Users, then Add a user. In the app: /admin/users
  2. Enter the full name, employee ID, email, role, shop and start date. The role decides what they see; secondary roles add approver rights.
  3. Send the set-password link by email, or print it; it works once, for seven days.
  4. For many people at once, use the CSV import under Admin, Integrations, Import: one row per person with the same columns. In the app: /admin/integrations/import
  5. People who leave are deactivated, never deleted: their records stay for the two years the rule requires and longer.

Also in People and shops

  • Add a shop or station A shop (station) is a place with its own people, supervisors and aircraft types. Records print its name.
  • Who can do what: roles Technicians log their own training; supervisors and training managers approve it; quality and management see every shop; the developer role changes settings.
  • The 145.161 roster and employment summaries The roster of management, supervisory and inspection personnel is printed from the people and their roles, with the employment summary each one carries.
  • When a person leaves Deactivate the account; keep the records. The rule wants two years, AS9110 wants your retention period in writing, and a departed person's binder still prints.

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.