People and roles

People are the members of your organization. Roles decide what they can do; location permissions decide which stores they can do it for.

Pages: Admin -> People (/admin/people), Admin -> Roles (/admin/roles), Admin -> Invites (/admin/invites), Admin -> GM Coverage (/admin/gm-coverage) · Role required: admin

Add a person

1. Go to Admin -> People.
2. Click Add Person.
3. Fill in first name, last name, and email (required), plus phone and title if you have them.
4. In the Locations dropdown, select every location this person works at.
5. Click Create.

To change someone later, click the pencil icon on their row; to remove them, click the trash icon and confirm.

System roles

Every user carries exactly one system role. It is delivered in the sign-in token and drives what the app renders.

Role	Can do
admin	Everything, including all of Admin
general_manager	Create, adjust, submit, and (when permitted) publish forecasts for assigned locations
manager	View and adjust forecasts for assigned locations
read_only	View only
ai_user	Chat assistant access without operational write access

Non-admin users who navigate to /admin are redirected back to the home page.

Custom roles

Admin -> Roles has two tabs:

• Custom Roles - names your organization invents, such as Shift Lead or VP Sales. Free-text name plus an optional description. Use them for reporting and for grouping notification recipients.
• System Roles - assignment of the fixed roles listed above.

Each tab has its own Add, Edit, and Delete controls.

Invite users

1. Go to Admin -> Invites.
2. Click Send Invite.
3. Enter the person's email and the organization name, then submit.
4. The invitee receives an email with a sign-in link. Their status shows as pending until they accept.

Additional controls on the page:

• Resend invite - re-sends the email if it expired or was lost.
• Delete invite - revokes an invitation that has not been accepted.
• Show Deleted / Hide Deleted - toggles revoked invitations into the list.
• The search box filters by email or name.

GM coverage

Admin -> GM Coverage shows, per location, which General Manager is responsible. Use it to spot stores with no GM assigned before forecast deadlines: a location with no GM means nobody is being alerted to submit its forecast.

Checklist

• Every GM and manager exists in People with the correct email.
• Every person has at least one location assigned.
• Each person has the right system role.
• Every location shows a covering GM in GM Coverage.