How to Grant Scheduler Permissions

Section 1: Introduction
Section 2: Step-by-Step Guide
Section 3: Additional Resources

Section 1: Introduction

This guide outlines the specific steps a Scheduler will take to adjust permissions for other Schedulers within the Scheduler app. The steps below walk through how to expand or restrict access within different areas of the Scheduler app, ensuring each Scheduler has the appropriate level of access based on their role and responsibilities.

To complete this workflow will require Scheduler management permissions. Only users with the appropriate level of access will be able to modify another Scheduler’s permissions. If you do not see the options referenced in this guide, confirm that you have the correct management permissions enabled.

Section 2: Step-by-Step Guide

Step 1: Add User as a Scheduler

Navigate to the Staff Roster
Click on Staff Member's name
In the Role Types drop-down, check the box for Scheduler
Click Save Changes

This will add the staff member to your Scheduler Roster.

Step 2: Update Scheduler Permissions

Navigate to the Scheduler Roster
Find Staff Member's name and click the three dots to the right
Select Edit Scheduler
Toggle from Scheduler Details to Permissions
Use the Unit Selector to adjust which units they should have access to
Expand the individual unit permissions by clicking on the arrow next to the unit name
Adjust permissions for each selected unit as needed
Click Save