Team Leaders

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Team Leaders can schedule members of their teams, add and remove members, and communicate with team members.

Since teams can have many leaders, anyone who needs to schedule, manage, or email the team should be assigned as Team Leader for that team. They can choose which notifications to receive or receive no notifications if someone else is the primary team leader. 

Scheduling and Emailing Teams

If you have Scheduler permissions, you can only email or auto-schedule teams for which you are a Team Leader.

People with permissions higher than Scheduler can add teams they are not leaders for, but Schedulers won't be able to schedule teams that they don't lead.

You can ask your Administrator to give you Team Leader permissions for teams that you want to schedule.

Leader Notifications

Leaders can choose to receive accept, decline, or blockout notifications.

If a leader is set up as the Replies To person, they can receive notifications when any team members accept or decline a position or update blockout dates.

Any of these options can be checked for each leader, but they only will apply if the leader is set up as the Replies To person:

  • Accept - The leader will receive an email every time a team member accepts an assignment.
  • Decline - The leader will receive an email every time a team member declines an assignment. The leader will have the option to reschedule the position from the Decline email.
  • Blockouts - If a leader is set to receive blockouts, they will receive an email every time a team member sets blockout dates.

If the person who schedules someone is not a Team Leader of that team, their notification options come from the Replies To defaults set on the Team Settings tab.

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