Add and manage users

This page covers adding the people in your shop to FloorLine and keeping the list current: who can sign in, with what role, and with which PIN. Only admins can manage users, the owner included. Go to Settings → Users.

The Users page on the demo shop, listing admins, managers, and operators with their roles and actions

Roles

Everyone in FloorLine has one of three roles. One admin, the person who signed the shop up, is also the owner.

What they can do	Owner	Admin	Manager	Operator
Sign in on the web with email and password	Yes	Yes	Yes	No
Sign in on a station’s tablet with their name and a PIN	If they set a PIN	If they set a PIN	If they set a PIN	Yes
Work orders, items, stock, Live view, planning, reports	Yes	Yes	Yes	No
Set up and revoke tablets	Yes	Yes	Yes	No
See stations	Yes	Yes	Yes	No
Add, change, and archive stations	Yes	Yes	No	No
Users, shop settings, and the audit log	Yes	Yes	No	No
Billing and plan changes	Yes	No	No	No

Operators work on the station tablets: they tap their name, enter their PIN, and start, stop, and complete steps. They don’t use the office pages.
Managers run the floor: work orders, stock, planning, and tablets.
Admins also manage users and shop settings.
The owner is an admin who also sees billing and changes the plan. The owner’s role can’t be changed and the owner can’t be deactivated.

Invite an admin or manager

Admins and managers sign in with their own email and password, so you invite them by email and they choose their password.

Go to Settings → Users and choose Invite admin or manager.
Enter their Name and Email.
Under Role, pick Manager or Admin.
Choose Send invite.

The Invite an admin or manager form, with Name, Email, and the Manager and Admin role choices

They get an email with a link. The link works for 7 days. On the page it opens, called Join and your shop’s name, they enter Your name, a Password (at least 12 characters), and Confirm password, then choose Create my account. That confirms their email and signs them in.

Until they accept, their row shows Invite sent with two choices:

Resend invite sends a new link (the old one stops working). You can send one a minute at most.
Cancel invite deletes the invite. Only pending invites can be deleted; everyone else is deactivated instead, so their history stays.

Each email address can belong to one person in your shop.

Add an operator

Operators sign in on the tablet by tapping their name and entering a PIN, so they need a name and a PIN, not an email.

Go to Settings → Users and choose Add operator.
Enter their Name the way they’ll recognize it on the tablet, like “Maria G.”
Enter a PIN (4 to 6 digits).
Choose Save operator.
Tell them their PIN yourself. FloorLine doesn’t send it anywhere.

The Add an operator form, with Name and PIN

Active operators’ names must be different from each other (ignoring capitals), because operators pick their name from a list on the tablet. If two people share a name, add a last initial.

Import operators from a spreadsheet

Mid and up

To add a whole crew at once, import a CSV file.

Go to Settings → Users and choose Import operators.
Choose Download a template if you want a starting file. The file has two columns, name and PIN, one operator per line. A header row is optional.
Under CSV file, choose your file. FloorLine reads it and lists every problem by line number, or shows how many operators are ready to import.
Choose Import with the number of operators, for example Import 12 operators.

All or nothing: if any line has a problem, nothing is imported. Fix the lines listed and choose the file again.
At most 250 operators a file, and no more than your plan has room for.
Names must be unique in the file and must not belong to an operator you already have.
Spreadsheets drop leading zeros, so a PIN like 0042 becomes 42. Format the PIN column as text before you save the file.

Smaller shops add operators by hand with Add operator. To import stations, items, and other records, see Import from spreadsheets.

Reset an operator’s PIN

Admins set operators’ PINs. Operators can’t change their own.

Go to Settings → Users and find the operator.
Choose Reset PIN.
Enter the new PIN in New PIN for and their name, then choose Save PIN.

A new PIN also unlocks someone who was locked out.

Unlock a locked PIN

Five wrong PINs in a row lock that person out of tablet sign-in for 15 minutes. The tablet says when they can try again, and their row on the Users page shows Locked out of the tablet.

To let them back in sooner, choose Unlock on their row. A correct PIN also resets the count.

Set your own tablet PIN (admins and managers)

Admins and managers can sign in on the station tablets too, for example to start a job or to override a step. To do that, set a PIN for yourself.

Open the account menu (your name in the header) and choose Account settings.
Under Tablet PIN, enter a PIN and Confirm PIN.
Enter your Current password and choose Save PIN.

To take your PIN off, choose Remove PIN. Admins and managers with a PIN can sign in at every station, even ones limited to selected operators. See Your account.

Change someone’s role

On an admin’s or manager’s row, pick Manager or Admin in the role list. It saves right away.

Operators stay operators. To make an operator a manager, invite them as a manager with their email.
Nobody can change their own role, and the owner’s role is fixed.

Deactivate or reactivate someone

When someone leaves, deactivate them. They can’t sign in anymore, on the web or on a tablet, and they’re signed out. Their history (the steps they ran, the orders they changed) stays.

Go to Settings → Users and find the person.
Choose Deactivate, then confirm with Deactivate and their name (or Keep to back out).

Deactivated people are listed under Deactivated users at the bottom. They don’t count toward your plan. To bring someone back, choose Reactivate on their row.

You can’t deactivate yourself or the owner.

User limits

Every user of every role counts toward your plan’s user limit: admins, managers, operators, and pending invites. Deactivated users don’t.

Plan	Users included
Free	3
Basic	10
Mid	50
High	250

The top of the Users page shows how many you’ve used, like “8 of 10 users on your plan”.

The Users page for a new shop, Acme Machining, with the owner and the count of users used on the plan When you reach the limit, adding, inviting, and reactivating are turned off. Deactivate someone, or have the owner add users or upgrade in Billing. On Basic you can add users in blocks of 5, and on Mid in blocks of 10. See Plans and limits and Billing.