Skip to main content

Adding Employees

New employees are added through an invitation process. You create the employee record with their email, and they receive an invitation to set up their account.

Sending an invitation​

  1. Navigate to Employees in the sidebar
  2. Click Invite Employee
  3. Fill in the details:
    • First name (required)
    • Last name (required)
    • Email (required) -- Must be a valid email address
    • Roles -- Select which roles to assign (see below)
  4. Click Send Invitation

The employee receives an email with a link to create their password and complete account setup.

Assigning roles​

When adding an employee, the Employee base role is always included automatically and cannot be deselected. You can add additional roles:

  • Employee -- Base role (always included), provides basic field worker access
  • Admin -- Full access to everything
  • Customer Admin -- Manage customers and plants (Growth plan)
  • Route Admin -- Manage routes and service visits (Growth plan)
  • Order Admin -- Manage orders (Growth plan)
  • Employee Admin -- Manage employees and payroll (Growth plan)

An employee can have multiple roles. For example, a team lead might have both Employee and Route Admin roles. If you select Full Administrator, the scoped admin roles are automatically included and will be shown as disabled.

info

Scoped admin roles (Customer Admin, Route Admin, Order Admin, Employee Admin) require the Growth plan. On Sprout and Team plans, employees are either Employee or Admin. The scoped admin role options are hidden on plans that don't support them.

After the invitation​

Once the employee completes their account setup:

  1. They can sign in to Plantrunner on web or mobile
  2. They see only what their roles allow
  3. Their email verification status updates to "verified"

If the employee doesn't receive the invitation email, you can resend it from their profile page.

Editing employees​

Open an employee's detail page to modify:

  • First name and last name
  • Title
  • Email
  • Phone number
  • Roles (Employee base role is always included)
  • Availability days (which days they work, default: Monday-Friday)

Terminating an employee​

To mark an employee as terminated:

  1. Open their profile
  2. Set a termination date
  3. Save

Terminated employees can no longer sign in. Their historical data (service visits, timesheets) is preserved.