For Managers - Shiftboard Support

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For Managers

Member Management Tools

18 articles by 2 authors

Team Tools

3 articles by 2 authors

Timekeeping Tools

3 articles by 1 author

Schedule/Calendar Tools

17 articles by 2 authors

Financial Tools

1 article by 1 author

Site Administrator Tools

4 articles by 2 authors

Reporting Tools

3 articles by 2 authors

Permission Levels Overview

Overview. Every member in a Shiftboard site has a combination of permissions based on their various Team memberships, as well as a site-wide permission level. A person can have a mix of permissions a…

Updated 4 months ago by Shiftboard Support

What is a Coordinator?

Overview. A coordinator is a Team -specific permission level. The Coordinator permission level can be leveraged for a number of purposes depending on the needs of an organization. Coordinators can ad…

Updated 4 months ago by Shiftboard Support

What is a Manager?

Overview . Manager is a Team -specific permission level. Managers have all of the permissions they need to do all of the scheduling for their team. They can add, change, delete, assign, unassign, pub…

Updated 4 months ago by Shiftboard Support

Make Someone a Manager

Overview. Managers of a Team can fully manage a team including adding/inviting new members, changing team settings and membership levels, posting and approving new team items, assigning items to memb…

Updated 4 months ago by Shiftboard Support

Make Someone a Site Administrator

Overview. Site Administrators have global access to an organization's Shiftboard site and can delete users, change shifts, update financial and security settings, and make other edits to features or…

Updated 4 months ago by Shiftboard Support

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