Assigning and Managing Team Members

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After a team is created, you can add positions and team members. From the Members tab, you can set scheduling preferences, assign times for Split Team members, and email teams.

You can check out this video on assigning team members, and then read the rest of the article for more details.

A Scheduler must be a Team Leader to add, edit, or schedule people on a team.  

Add Team Leaders

Team Leaders are added to the team when the team is created, but additional Leaders can be added to a team by another Leader or an Admin from the Members tab of a team.

Each team must have at least one Leader to schedule, manage and communicate with team members. Leaders can also receive scheduling and blockout notifications from team members.

Team Leaders
  1. Click the Team Leaders tab.
  2. Click the Add person button, type a person's name into the search box, and then select their name from the list or create a new person.

After adding a Leader, set the Team Leader notifications.

Add Positions and Team Members

To add a position to a team, click Add position in the team Members tab, and then enter a position name.

Add positions

Team members are assigned to positions.

To add a person to an existing position:

  1. Click on the position tab.
  2. Click to add a person to the selected position, and then type a person's name into the search box and select their name from the list or create a new person.
team leaders

It's possible to assign a person to more than one position on a team, but if you have a large team that you want to schedule all at once, we recommend that assign each team member to only one position.

After you've added a person to a team, you'll see this team and position listed in the Teams section of their profile.

Set Scheduling Preferences

If you know the scheduling preferences for your team members, you can update them from the Position list. If you try to schedule someone to a plan that does not adhere to their preferences, you will see conflicts that can help you decide if you'd like to schedule someone else instead.

Hover over the Preferences column in a person's row, click the pencil icon next to their current preference, and then choose the new scheduling preference.

Preferences pencil

If you want to assign the person to specific weeks, like the 1st and 3rd weeks of the month, select Choose Weeks, and then select the specific weeks.

Assign and Filter Split Teams

If the team is a Split Team, you can set time assignments for each person on the team.

Hover over the person's name, select the pencil icon, and then assign the time that the person wants to serve.

Select time

You can filter a list of Split Team members by time assignments from either the All Team Members or Position list.

Click the time filter, and then choose the time assignments that you want displayed.

Filter times

If you filter your team to a specific time, adding a person will automatically assign them to the times in that filter

Email Team Members

You can email team members from the All Team Members list or a Position list.

If you want to email only people assigned to specific times on a Split Team, first filter the list for the people you want to email, and then click the email icon.

Email team

Choose the email template, edit the email as necessary, and then click Send.

Edit email
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