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How to add Shop Floor Operators

Add shop floor operators to Katana to enhance workflow and production.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Easily invite and set up Shop Floor operators in Katana to streamline production workflows and improve task management on the shop floor.


What are Shop Floor Operators?

Shop Floor Operators are team members who use the Shop Floor App to perform and track production tasks in real-time.

You can define operators based on your workflow needs:

  • Individual production employees (e.g. each worker has their own login)

  • Workstations (e.g. a shared login per production station)

Tip: You can invite unlimited operators at no extra cost.


Who can add operators?

Only the Account Owner or users with Manage users and permissions enabled can invite Shop Floor Operators.


How to invite a Shop Floor Operator

  1. Log in to your Katana MRP account: https://katanamrp.com/login

  2. Click your account name in the top right and choose Team.

    Shows where the Team option is under the top right menu

  3. Click Add a team member.

    Shows the Add a team member button

  4. In the dropdown, select Shop floor operator.

    Dropdown menu showing different types of team members you can add

  5. Fill in the required info:

    Dialog box where you add a shop floor operator
    • Full name (e.g. employee or workstation name)

    • 6-digit login code (only numbers; no letters or symbols)

  6. Click Add to create the operator account.


Setting up an operator device

After adding an operator, you’ll see the option to Set up operator device.

  1. Click Set up operator device to generate a QR code.

    Success message after adding a shop floor operator
  2. Scan the QR code with the operator’s device (tablet or smartphone) to connect them to the app.

    QR code popup for an operator

    Tip: Save the QR code image and send it to the operator for remote setup.

  3. On your screen, click Next to see the 6-digit login code again.

    Screenshot showing the 6-digit code for logging in for operators

  4. Click Next to reach the final step where you can complete the setup.

    Screenshot showing the final screen for setting up a shop floor operator

Final setup tips

  • Save or print the QR code for easy access at the workstation.

  • Operators will use the QR code and login code every time they log in.

  • Operator accounts are not tied to a specific device but cannot be used on multiple devices simultaneously.


Your feedback is always appreciated. Let us know your thoughts on this article or anything else in Katana that you'd like to see improved: support@katanamrp.com

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