Inviting and managing staff

Staff accounts are created by an Admin from Admin → Users. The platform does not use email-invitation links. Instead, the Admin creates the account and communicates the temporary password to the user directly.

Creating a user account

1. 1Go to Admin → Users and click Add User.
2. 2Enter first name, last name, email address, and position.
3. 3Select the user's office from the dropdown.
4. 4Optionally select a manager (the user they report to).
5. 5Set a temporary password. The user will be forced to change it on first login.
6. 6Click Create.

Reporting relationships

The manager field on each user record creates the reporting hierarchy. Managers automatically gain access to their direct reports' submissions, insights, and dashboards with no extra configuration needed.

Seat limits

Each plan tier has a maximum seat count. If your workspace is at the seat limit, you must upgrade your plan or deactivate an existing user before creating a new one.

Deactivating users

Rather than deleting users, Signal PlayBook AI supports deactivation. Deactivated users cannot log in and are excluded from submission rates and reminders, but their report history is preserved. Reactivate them at any time from Admin → Users.

Resending credentials

If a user has not logged in yet and needs the invitation resent, use the Resend Invitation action on their user record. This sends them a fresh temporary password by email.