How to assign users to work specific, custom roles on a shift
You can enable, add and assign users to specific Custom Roles on a shift such as Manager, Attendant or Trainee (add in as many as you like), so staff know what they're responsible for. First, ensure the toggle is enabled in Settings > Shift Scheduler and the Custom Role is created by clicking on (+Add Role) & Save, then in a Booking > Shifts tab, select the appropriate role for each user assigned to the shift in the second + icon.
- From your dashboard, click on the Bookings icon.
- Choose the Booking you want to add the shift for, and click on the Ellipsis (3 dots)
- Select Edit.
- Select the Shifts tab to view information about the shifts for that booking.
- Once a user is assigned (using the left "+") click on the right "+" icon, click on their Position for the shift.
- Click Save.