Signing in & user roles

Allocator uses Single Sign-On shared with your organization, and what you see after signing in depends on your user role.

Signing in with SSO

Allocator uses Single Sign-On (SSO), so when signing in you only enter your own email address — no separate password is needed. Users for whom SSO has not been activated sign in with an email address and a password.

email, credentials, authentication

Trouble signing in

User accounts do not expire. If signing in fails, the cause is almost always a mistyped email address — check the spelling first, then use the password reset link. If the reset email does not arrive, a MainUser can verify the user’s email address in user management.

cannot sign in, expired account, mistyped email, password reset

User roles

The user role determines which views and functions the user sees:

• MainUser: The organization’s main user (admin). The broadest permissions, including the organization’s settings.
• Manager: A team lead who plans and schedules work. Sees all Locations and workers.
• Field Staff: A worker who reviews their own work calendar in the Day view. For this role the Day view is the only view, showing only the calendars selected for them in user management.

mainuser, manager, field staff, access, visibility

Adding users

New users are created in Settings → Users (the Users view):

1. Click the Add users button. A dialog opens on its Add users tab.
2. Enter the new user’s email address and, optionally, a name. The email address is what the user signs in with. Add more users with New row; remove an extra row with the red ✕ at its end. At most five users can be added by hand at a time — once you reach five, the dialog replaces New row with a note pointing you at file import.
3. From the menu at the bottom of the dialog, pick the role that every user created in this batch gets. The default is No roles; the role can also be changed later in the Users view.
4. Click Create users. The dialog confirms how many users were created — finish with Done.

screenshot

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The Add users dialog. Marker ① is a user row — email address and optional name (step 2); marker ② the role pre-selection menu (step 3); marker ③ the Create users button (step 4). Replace with a screenshot of the dialog.

new user, create account, add account, email address, batch

Importing users from a file

The dialog’s Import from file tab creates the same users from a CSV file instead of typed rows. Pick the file with your browser’s file chooser — only CSV files are supported, and the file size can be at most 1 MB. The format is one user per line, with the email address first and the name in quotes:

email,name
first.last@domain.com,"First Last"
second.name@domain.com,"Another Name"

The role pre-selection and the Create users button work the same way as when adding users by hand.

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The Import from file tab with the file chooser and the example CSV format. Replace with a screenshot of the tab.

csv, bulk, import users, file upload, spreadsheet, excel

Change history

The user list has a change-history view that records what happened to user accounts: who was added, removed or had a role changed, when, and by whom. It is the quickest place to check when something looks off — for example a user who seems to be missing a role.

change history, audit log, who added user, role changed, removed user, when

login, log in, sso, single sign-on, password, account, roles, permissions, admin, add user, create user, invite