Add a User to the Manage Schedules Page (How-To)

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This section will demonstrate how to add a user to the Manage Schedules page, how to create a schedule, and how to copy a schedule. 

Notice:  In order to create a new specialist you must first create a new user account if you haven't already.

 

Add User to the Manage Schedules Page

  1. Navigate to Left-hand Navigation: Reports & More » Manage Schedules.

  2. Add the User to the schedule by clicking the + button in the user column.

    Employee schedule for August 2024 week.

  3. Select the User and select the Save button.

    Add Employee" dropdown menu displayed.

     

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