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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.

Every PlanMyRounds account belongs to an organisation — your team. It’s the group of people who share rosters, manage leave together, and see each other’s schedules. Under the surface, the team is made up of two related but separate things: members and doctors. Knowing the difference makes everything else easier.

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Members vs. doctors

Members

People with a PlanMyRounds account in your organisation. They log in, view rosters, submit leave, and — if they’re admins — run the whole team.

Doctors

The scheduling entities used when generating rosters. Each doctor holds the clinical details the engine needs — department, seniority, hour limits, preferences.

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Why the split exists

A doctor profile can exist without a member account — useful for someone who’s on your roster but doesn’t need to log in. A member account can also exist without being linked to a doctor profile — for example, a scheduling admin who isn’t on duty themselves. When a member is linked to a doctor profile, the two work together:
  • The doctor can sign in and see their own shifts on the roster.
  • They can submit their own leave from My Leaves.
  • They can initiate duty swaps on published rosters.
Without that link, the admin handles everything on the doctor’s behalf.

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Roles

There are two roles, and every member has one of them.
RoleWhat they can do
AdminFull access. Create and publish rosters, manage leave, invite and remove members, manage doctors and shifts.
MemberLimited access. View published rosters, view their own leave history, submit leave for themselves, and request swaps. Cannot manage other users or create rosters.
For the full breakdown, see Roles and permissions.

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Where to manage your team

Settings › Members

Manage accounts, invite new members, handle pending invitations, and change roles.

Doctors

Manage doctor profiles, set scheduling preferences, link member accounts, and submit leave on someone’s behalf.
Admins cannot deactivate or delete their own account from within PlanMyRounds. If you need to transfer admin access away from yourself, contact support.

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Next steps

Invite a team member

Add an admin or a member to your organisation by email or shared link.

Update a doctor's profile

Keep scheduling preferences and hour limits current so rosters come out clean.