Assign a Person to a Team

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Schedulers can assign an individual person to a team from their profile and update their scheduling preferences.

You can also update scheduling preferences for yourself from your own profile.

To access a person's Teams:

  1. Access the People page  from your sidebar menu.
  2. Search for and select a person's name to access their profile.
  3. In the person's profile, tap Teams.

Tap the + sign at the top of the person's Teams page.

Add icon

Tap one of the teams that you lead to assign the person to it. If the team you want to assign them to is not on the list, you can search for it.

Teams I lead

Check the position on the team that you want to assign the person to, and then tap the save icon.

Assign position

The team and position will be listed in the person's Teams page. You can tap on the position to change the person's position in the team or update their scheduling preferences.

Teams list
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