Staff profiles and user accounts

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 keeps two things separate: doctor profiles and member accounts. They serve different purposes, and understanding the distinction makes the rest of the team section click.

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Doctor profiles

A doctor profile is a scheduling record. It holds everything the [scheduling engine](/scheduling-engine) needs to build a fair roster — department, seniority, hour limits, excluded shifts, and leave history. Profiles exist whether or not the doctor has ever signed into PlanMyRounds. An admin can create a doctor profile, run it through roster generation, and manage leave on that person’s behalf — all without the doctor having an account.

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Member accounts

A member account is how someone signs into PlanMyRounds. Every person who logs in — whether an admin managing rosters or a doctor checking their schedule — has one. On its own, a member account carries no scheduling data. An admin-only user, for example, may never appear on a roster at all.

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What linking does

When a member account is linked to a doctor profile, that person gets a personalised view of PlanMyRounds. After signing in, they can see:

• Their upcoming and past duty assignments
• Their leave requests and current approval status
• Their excluded shifts and scheduling preferences

Without a link, a member can still sign in — but they only see the organisation view, with no personal scheduling data filtered for them.

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Admins don’t need a doctor profile

Admins manage the organisation — creating rosters, approving leave, inviting team members. They don’t need a doctor profile unless they’re also scheduled for duties. An admin without a linked doctor profile is completely normal.

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One profile, one account

Each doctor profile can be linked to at most one member account, and each member account can be linked to at most one doctor profile within an organisation.

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Next steps