How to Add a New User to the Schedule Staff View?

Assign a new user to your schedule using the filter options in the Staff View tab.

• Navigate to the Schedule Staff View Tab

  • Access the Staff View section within your scheduling platform.

• Open the Filter Options

  • Locate and click on the Filter icon at the top of the page. This will open the filter settings.

• Select the 'Users' Filter

  • In the filter options, choose Users.

  • This will display a list of all users associated with your location.

    

• Search for the New User

  • Use the search bar to enter the new user's name.

  • Ensure you are searching for the new user only to avoid confusion.

• Add the User to the Schedule

  • Once the new user appears in the search results, select them, hit apply

  • Assign them to the appropriate shifts or duties as needed.