If you recently added a new user to your account, but are unable to find them when scheduling a new shift, it could be due to two reasons:
The User Has Not Been Assigned to the Job Schedule
To ensure that the user is assigned to the Job Scheduler, follow these steps:
Access the Job Scheduling feature from the left sidebar.
Locate the relevant schedule, click on the three dots on the left hand side and select Edit assignments.
If the option Select Users is already selected, click Next and add the relevant user by checking the circle next to their name.
If the option Smart Groups is already selected, make sure the user is part of the selected smart group. If they are not, check out this article to learn how to add them to the smart group!
You Don't Manage the Smart Group the User is Part of
If you are unable to view the user in the Job Scheduler, or in the platform altogether, this could indicate that you do not have admin permissions to the smart group that the user is part of.
To resolve this, please ask the account owner to complete the following steps:
Check which smart groups the user is part of, by accessing their user profile and scrolling down to the Groups section.
Head over to the Admin tab in the Users page and locate the relevant admin.
In the Managed Groups column, make sure to select the relevant smart groups that the user is part of. This will provide the admin with permission to the smart group, allowing them to view the user in the platform.
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