Add Administrators

Learn how to add Administrator accounts in Schedule Xpress, assign access permissions, and link Administrators to employee profiles.

Administrator accounts in Schedule Xpress allow Users to access administrative features and manage workforce operations within the platform. Depending on the level of access required, Administrators can be configured as either Full Admins with unrestricted access or Managers with controlled feature and record permissions.

Add an Administrator

Administrator accounts can be added within:

Manage People > Administration

Account Details

The following details are required when adding an Administrator account:

First name
Last name
Status
Email address
Mobile phone number
Username
Access role

Additional account setup options include:

Send new invite to issue an account invitation
Selecting SMS or Email as the invitation delivery method

Depending on the selected Access role, you may also need to configure:

If you are linking an existing employee profile to an Administrator account, continue to the next step.

Link an Administrator to an Employee

Administrators can be linked to an existing employee profile within Schedule Xpress. To create the link, follow the steps below:

Click Add user in the top right corner.
Paste the employee’s email address into the Email field of the Administrator account.
Click outside of the field to force the link connection between the Administrator and employee profile.

Note: The employee profile cannot have a username longer than 8 characters. If the username exceeds 8 characters, the employee and Administrator account will not link successfully and the username will need to be shortened first.

Full Admin vs Manager Access

Administrators can be configured as either a Full Admin or a Manager.

Full Admins have unrestricted access to Schedule Xpress features and records.
Managers require both a Feature access group and a Record access group to control which features and records they can access.

To learn more, refer to the following articles:

Assign Access Groups During Administrator Setup

Feature and Record access groups can be assigned directly when creating or editing an Administrator account.

These settings are located at the bottom of the Administrator profile.

Send the Administrator Invitation

Before completing the Administrator setup, ensure you select an invitation delivery method.

Administrators can receive their account invitation by:

SMS
Email

Once the invitation method has been selected, click Save to create the Administrator account and send the invitation.