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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.

PlanMyRounds uses two roles: Admin and Member. Every person in your organisation has exactly one of them. This page is a quick reference for what each role can do and how to switch between them.

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What admins can do

Admins have full access to everything in your organisation. An admin can:
  • Create, edit, publish, and archive duty rosters.
  • Manage shift templates — create, edit, and deactivate.
  • Add, edit, deactivate, and remove doctor profiles.
  • Submit, approve, and reject leave requests on behalf of any doctor.
  • Create and manage leave types.
  • Invite new members and admins to the organisation.
  • Deactivate or remove other members (but not themselves).
  • Access organisation settings.

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What members can do

Members have a read-oriented view of the organisation. A member can:
  • View all published rosters and the team calendar.
  • View leave types (read only).
  • Submit leave requests for themselves — if linked to a doctor profile.
  • View their own leave history and current status.
  • Request duty swaps on published rosters.
Members cannot create rosters, approve leave, manage other users, or change organisation settings.

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Permissions at a glance

ActionAdminMember
View published rosters✓✓
Create or edit rosters✓—
Publish or archive rosters✓—
Manage shift templates✓—
Manage doctor profiles✓—
Submit own leave✓✓ (if linked)
Submit leave for others✓—
Approve or reject leave✓—
Manage leave types✓—
Request a swap✓✓ (if linked)
Invite or remove members✓—
Change roles✓—
Access organisation settings✓—

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Change a member’s role

Admins can update any other member’s role at any time.
1

Open Members

Go to Settings › Members.
2

Find the person

Locate them in the members list.
3

Edit

Select the edit (pencil) icon next to their name.
4

Switch the role

Change the role to Admin or Member and save.
Granting someone the Admin role gives them full control of your organisation, including the ability to manage other members. Only grant admin access to people you trust.

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Doctor profiles vs. member accounts

A member account is what a person uses to log in. A doctor profile is the scheduling record used when generating rosters. The two can be linked, which is what lets a signed-in doctor see their own shifts, submit their own leave, and request swaps. Linking is optional:
  • You can have doctor profiles for people who don’t have PlanMyRounds accounts — the admin manages everything for them.
  • You can have member accounts that aren’t linked to any doctor — useful for scheduling-only admins.
See Updating a doctor’s profile for how to link the two.

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Next steps

Invite a team member

Add someone new with the right role from day one.

Deactivate or remove a member

Revoke access while preserving history.