Team Roles
Roles are ways for Managers to let members know that a specific skill or set of skills is required to work a shift. They can be used to restrict who can be assigned or who can pickup shifts.
How to Set Up Roles
Setting up roles needs to be done by a Site Administrator. A site wide list of roles can be added by going to Settings > List Settings > Roles. Each team will need to have relevant roles added by going into the team, selecting Settings, then Edit Roles:
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Enable Roles for Your Site
The settings for turning on roles can be found in two areas. First go to Settings > General Settings > Track/Filter Lists > Enable Roles and change to Yes.
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Next go to Application Settings > Schedules > Standard Policies: For All Teams > Display Role Options and change to Yes:
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Roles will now be visible on the shifts.
Enable Roles for a Team
Roles can be controlled on a team-by-team basis. To use Role Restrictions for a team, go to the team, select Settings, and update Role Restrictions to Yes.
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Next select Edit Roles on the right hand side:
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Add existing roles, remove unnecessary roles, or create new roles for that team:
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Enable Roles for Team Members
Once the roles have been added to teams, you will see a role link next to all of the team members. Click it to assign roles to individual members.
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Additional Information
The Customer Success team can help with the creation and assignment of roles in bulk via an upload. Please contact Support with any questions.