Permissions Definitions by Section:
Accounts & Memberships
- Add Accounts to Site - The ability to manually add/create wholly new accounts in your environment
- Add/Remove Memberships – The ability to add accounts in your environment to teams/workgroups rosters
- Delete Accounts from Site – The ability to completely delete accounts from your environment.
- Set Membership Levels or Add/Remove Coordinators/Managers – The ability to adjust other account(s) permissions on teams/workgroups
Saved Schedules
- Use Saved Schedules - The ability to utilize a previously generated Saved Schedule template and apply it to the calendar
- Create For Site - The ability to generate new Saved Schedule templates and make them available across the site
- Create For Team – The ability to generate new Saved Schedule templates for specific teams/workgroups
- Create Personal – The ability to generate new Saved Schedule templates for use by one account
- Delete For Site (Mine) – The ability to delete previously generated Saved Schedule templates for your (the users) account
- Delete For Site (Other's) – The ability to delete previously generated Saved Schedule templates produced by other accounts
- Delete For Team (Mine) - The ability to delete previously generated team/workgroup specific Saved Schedule templates for your (the users) account
- Delete For Team (Other's) - The ability to delete previously generated team/workgroup specfic Saved Schedule templates produced by other accounts
- Delete Personal – The ability to delete previously generated Saved Schedule templates produced by your (the users) account
Scheduling
- Assign - The ability to assign open/unfilled shifts on the calendar for teams/workgroups the users account is associated with
- Create - The ability to manually create shifts on the calendar for teams/workgroups the users account is associated with
- Delete - The ability to delete unpublished shifts on the calendar for teams/workgroups the users account is associated with
- Delete Published Shifts -The ability to delete previously published shifts on the calendar for teams/workgroups the users account is associated with
- Enable SMS Option During Shift Creation – The ability to utilize SMS texting when posting shifts for teams/workgroups the users account is associated with
- Manage Signups – The ability to manage shifts where sign up list is utilized for teams/workgroups the users account is associated with
- Override Assignability - The ability to override Assignability preferences such as OT restrictions, Conflict Restrictions, Seniority, etc for teams/workgroups the users account is associated with. Note that Assignability Preferences vary depending on tool/functions/rules in place for your environment
- Publish – The ability publish shifts during or after the shift creation process for teams/workgroups the users account is associated with.
- See Excluded Assignees – The ability to view those users excluded from the Assignment candidate list as a result of conflicts due to OT restrictions, conflict restrictions, etc. Note the reasons a user may be excluded from the Assignment candidate list may vary depending on the tools/functions/rules in place for your environment
- Unpublish – The ability to unpublish previously published shifts on the calendar for teams/workgroups the users account is associated with.
- Update - The ability to update/change unpublished shifts previously added to the calendar for the teams/workgroups the users account is associated with.
- Update Published Shifts – The ability to update/change published shifts
Site Management
- Approve Registrations - The ability to approve Registrations/applications for a new user account coming in via the Shiftboard ScheduleFlex online Registration/Application page
- Create New Teams - The ability to create wholly new teams/workgroups and associated rosters for scheduling. Download Custom Reports - The ability to access and download custom build reports. Note, if Managers/Coordinators are provided this access they may have access to data for staff other than those directly under them depending on custom report configuration.
- Download Reports - The ability to download standard ScheduleFlex reports
- iOS QRPassport App Administration - The ability to access QRPassport settings on an already configured device.
- iOS QRPassport App Setup - The ability to install and set up QRPassport on a wholly new device.
- Send Welcome Letters - Tthe ability to send Welcome Letters to users providing them with their login credentials
- View Registrations - The ability to view new Registrations/applications for new user accounts. Note the permission to approve said Registrations is separate
Time Off
- Time off Approve/Deny - The ability to approve/deny user TimeOff/PTO requests.
- Time off Create - The ability to create TimeOff/PTO requests. Note that Coordinators and above given this permission can also create entries for other users.
- Time off Delete - The ability to delete previously entered TimeOff/PTO (pending) requests. Note that Coordinators and above given this permission may also be able to delete entries for other users regardless of origin.
- Time off Delete Approved/Denied - The ability to delete previously approved/denied TimeOff/PTO requests. Note that Coordinators and above given this permission may also be able to delete entries for other users regardless of origin.
- Time off Update - The ability to update existing TimeOff/PTO (pending) requests. Note that Coordinators and above given this permission may also be able to update entries for other users regardless of origin.
- Time off Update Approved/Denied - The ability to update existing approved/denid TimeOff/PTO requests. Note that Coordinators and above given this permission may also be able to update entries for other users regardless of origin.