⚠️ This article is for the new version of the platform ⚠️ |
Finding your users
Open Settings from the icon in the top-right corner, then go to the Users tab. Each person is listed with their name, phone number, role(s), the workspaces they cover, and their status (Active, Invited or Deactivated). Search by name or email, or filter by role, workspace or status.
Adding a user
Click Add User and enter their first name, last name, email, and optionally a phone number. Then give them at least one role and choose the workspaces it applies to (see below). Save to send the invitation.
If the person is new to Coople, they get an invitation email to set up their account.
If they already have a Coople account, they're added straight away and notified that they've been added to your organisation.
Roles and what they can do
Each role controls what a user can do. Organisation Admin applies to your whole organisation; the other roles apply to the specific workspaces you choose – and you can give someone different roles in different workspaces.
Organisation Admin – full control over the entire organisation, including all workspaces, users and settings. This is an organisation-wide role and can't be combined with others.
Workspace Admin – manages all activity within their assigned workspaces; no access to other workspaces.
Staffing Manager – responsible for hiring, scheduling and approving hours within their assigned workspaces.
Shift Supervisor – can view shift details, track attendance and leave feedback, but can't schedule or post shifts.
Editing a user
Click a user – or the three-dot menu → Edit – to change their name, phone number or roles, then click Save. To change someone's login email, use the Change email action in the three-dot menu instead – it updates their sign-in address without losing their history.
Deactivating and reactivating access
From the three-dot menu you can manage each person's access:
Deactivate – removes their access to this organisation only; their access to any other organisations is unaffected. You can't deactivate your own access, and an organisation can never be left without an admin.
Reactivate – restores a deactivated user's access.
For someone you've invited who hasn't joined yet, you can Resend invitation or Revoke invitation.
Deactivating is reversible – there's no permanent delete.