equina 101
  • Introduction
  • Scheduler Quick Start Guide
  • Basic Terminology
    • Site
      • Site Name
      • Site Address
      • Hospital Affiliation
      • Specialty
      • Staff Type
      • Site/Team ID
      • Site Administrators
      • Weekend Definition
      • Schedule Imports
      • Invite Employees
    • Hospital
    • User
    • Employee & Proficiency
    • Groups
    • Spots and Shifts
    • Skills
    • Request
  • Autopilot
    • Overview
    • Spots
      • Groups
      • Spot List
      • Add New Spot
      • Shift Template
      • Sign - Out / Hand - Off
      • Pairing
      • Priority Filling
    • Employees
      • Employee Settings
      • Add Employee
      • Contracts
      • Skills
      • Seniority
      • Add Inactive Period
      • Employee Pairing
    • Rules
    • Rotation
    • Roster
      • Request Reminder
      • Add Requests
      • Add Shift Template
      • Add Single Shift
      • Assign
      • Swap
      • Pin
      • Autoschedule
      • Stats
      • Publish
    • Shift and Rule Issue Checker
  • Shift Changes and Trades
    • Interface
    • Offer Shifts
      • Video: How to Offer a Shift (Mobile)
      • Video: How to Offer a Shift (Desktop)
    • Replace Personnel
      • Video: How to Replace Personnel (Mobile)
      • Video: How To Replace Personnel (Desktop)
    • Pick up Open Shift
    • Trade Shifts
      • Video: How to Trade a Shift (Mobile)
      • Video: How to Trade a Shift (Desktop)
    • Split Shifts
      • Video: How to Split a Shift (Mobile)
      • Video: How to Split a Shift (Desktop)
    • Approval
  • Submit Requests
  • Account Settings
    • Inviting Users
    • Admin Roles
    • Google Sign In
    • Two-step authentication
    • Changing your Password
    • Rule Preferences
    • Document Builder
  • Message Center
    • Inbox
    • Compose Message
  • Calendar Tools
    • Shift Reminders
    • Printing Site Calendar
    • Printing Your Monthly Calendar
    • Calendar Subscriptions
  • Payroll Reporting
    • Overview
    • Pay Rules
    • Holidays/Paydays
    • Timesheet
    • Chart
    • Paid-Time-Off
    • Export
    • Time Clock
    • Shift Notes
  • License Tracker
  • Google / Outlook / Apple Calendar Subscriptions
    • Import your Google calendar into Equina
    • Equina Calendar Subscriptions with Google
    • Equina Calendar Subscriptions with Outlook
    • Equina Calendar Subscriptions with Apple
  • Password Reset
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  1. Basic Terminology

User

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Last updated 3 years ago

A User is anyone that has been granted login privileges to the Equina application. A user does not have to be an employee who will be working shifts.

To add a user to your department, simply go the Account > Users > Add New User. All you need to start is a User's First Name, Last Name, and a valid Email address.

Once the user has been created, you can edit their information such as, Administrative privileges, Title, Phone number, Profile picture, etc. The user will also be able to edit this information after they are invited to Equina.

Please do not send the user a password reset link (i.e., an invitation to log in) to your employees until you have completed setting up your department. See "" help tab for details.

Inviting Users