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Documentation Index

Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

There are two ways to bring someone into your organisation: send them a personal email invite, or share an organisation invite link that anyone on your team can use.
Only admins can invite new members.

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How email invitations work

When you invite someone by email, PlanMyRounds sends them a link to set up their account. Once they accept, they’re added to your organisation with the role you picked.

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Send an email invitation

1

Open Members

Go to Settings in the sidebar, then select the Members tab.
2

Start an invite

Select Invite Member.
3

Add the email

Enter the person’s email address.
4

Pick a role

Choose Member or Admin. See Roles and permissions if you’re not sure which to pick.
5

Send

Select Send Invite. The invitation appears in the pending invitations list below the active members table.

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If the invitation email didn’t arrive

Email delivery can sometimes be delayed by a few minutes — or filtered into spam.
1

Open the pending invite

Find the invitation in the pending invitations list under Members.
2

Resend or copy the link

Select Resend Invite from the action menu. You can also copy the invite link manually and share it through another channel — WhatsApp, Slack, SMS, whatever works.
If you’re onboarding a large group at once — a new intake, a department migration — it can be faster to share a single organisation invite link anyone can use to join.
1

Open Invite Links

In the Members tab, scroll to the Organization Invite Links section.
2

Create the link

Select Create Invite Link.
3

Share it

Copy the link and share it with your team.
Members who join via an organisation invite link are given the Member role by default. To grant Admin access, either invite them individually or change their role after they join.
Invite links expire after a period. If a link is no longer valid, delete it from the Invite Links section and create a new one.

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What happens after they join

New members appear in the Members table and can sign in immediately. To let a new doctor see their own shifts and submit their own leave, link their member account to a doctor profile.

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Next steps

Update a doctor's profile

Set their department, seniority, and scheduling preferences.

Roles and permissions

Refresher on what each role can and can’t do.