User Management Overview (v3)

View the Video Tutorial for this article here.

Roles are designed to help you easily manage different types of users and what activities those users can and cannot do on Flight Schedule Pro.

  • There are many advantages to using roles:

    • Roles are Flexible: Since there are a wide-range of permissions on Flight Schedule Pro to choose from, you can customize user-access the way you want; instead of forcing users into predefined user-levels and potentially giving them too much or not enough access.

    • Roles help you setup new users quickly: Roles make it easy to setup permissions for new users. When you add or approve new users you can assign them to a role which gives them that role's permissions and preferences.

    • Roles make it easy to change rights for multiple users at once: Editing a role allows you to change permissions for many users all at once. Changes you make to a role will be applied to every user assigned to that role (accept for permissions that have been overridden on a per-user-basis).

Permissions and Preferences
A role is made up of permissions and preferences. An example of a role permission is "Users assigned to this role can make reservations." An example of a role preference is "Users assigned to this role can make a total of 5 reservations." The role's permissions and preferences determine what users assigned to that role can do on Flight Schedule Pro.

Preconfigured Roles
We have already added a few pre-configured roles for you. The Administrator role automatically receives all permissions, however you can edit it's preferences. We recommend that you start by editing and reviewing your existing roles by editing and reviewing your existing roles, however, if you'd like you can also add new roles.

Assigning Users to Roles
Once you have your roles setup, you can start assigning users to roles. Users can be assigned to multiple roles. If necessary, you can also override permissions on a per user basis.

PLEASE NOTE: Having more than one user assigned to the "Administrator" role on Flight Schedule Pro could cause security problems for you and your organization. Instead of having a long list of users assigned to the Administrator role, we recommend that you reserve the "Administrator" role for one, maybe two, master administrators. Keep in mind, you can create additional roles and customize roles to accommodate your different types of users.

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v3: v3 Help Articles (older version)

  1. How do I edit role scheduling preferences? (v3)
  2. Standby Reservations Overview (v3)
  3. How do I edit a custom view? (v3)
  4. How do I create a custom view? (v3)
  5. How do I set the schedule to show the view of my choice? (v3)
  6. How do I make a reservation? (v3)
  7. How do I display other peoples names on the schedule views? (v3)
  8. How can I change the default reservation length from 2 hours to 1.5 hours? (v3)
  9. How do I print the schedule? (v3)
  10. How do I setup multiple locations? (v3)
  11. Why you should require Customer 1 or Member 1
  12. User Management Overview (v3)
  13. How do I add and invite users? (v3)
  14. How do I approve new users? (v3)
  15. How do I view/edit a user's profile? (v3)
  16. How do I remove mass users from a role? (v3)
  17. How do I assign mass users to a role or roles? (v3)
  18. How do I assign a user to more than one role? (v3)
  19. How do I assign users to roles? (v3)
  20. How do I override permissions for a user? (v3)
  21. How do I edit and review roles? (v3)
  22. How do I edit a user's role assignment? (v3)
  23. How do I add a new role? (v3)
  24. How do I disable remote user signup? (v3)
  25. Receiving SMS text messages on your mobile phone (v3)
  26. Why managing user permissions with Roles is a good idea (v4)
  27. What are the file size and dimension requirements for images uploaded to the system? (v3)
  28. How do I redirect users to my website when they logout of Flight Schedule Pro? (v3)
  29. Cannot override my base work schedule using time-on/time-off entries (v3)
  30. Customers are not getting emails when reservations are created/edited/deleted (v3)
  31. About Pilot Roles (v3)
  32. Instructor Overview (v3)
  33. About Instructor Roles (v3)
  34. About Instructor Time-Off (v3)
  35. How to Setup Instructor Availability (v3)
  36. How do I add available shifts to a work schedule? (v3)
  37. How do I remove a Flight Instructor? (v3)
  38. How do I make time off and time on entries for instructors? (v3)
  39. How can I set the work schedule for a an instructor or staff pilot as always available? (v3)
  40. Aircraft Maintenance Overview (v3)
  41. How do I add an Aircraft? (v3)
  42. How do I edit an Aircraft? (v3)
  43. How do I down an aircraft for maintenance? (v3)
  44. How do I deactivate an aircraft temporarily? (v3)
  45. Fields description for aircraft times page (v3)
  46. How do I create a maintenance reminder for an aircraft? (v3)
  47. How to format text (v4)
  48. How do I setup Billing & Invoicing? (v3)
  49. Billing & Invoicing Overview (v3)
  50. How do I add a new flight instructor? (v3)

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