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Intuit

Set and change schedule permissions

Notes:

  • By default, account administrators can manage scheduling for the entire company.
  • By default, managers can manage scheduling for their assigned group or crew.
  • Only account administrators can give regular team members permission to manage scheduling.

Note: If you bulk upload team members via spreadsheet, you can set permissions for the company or for individual team members by entering the permissions in the "View schedule" and "Manage schedule" columns. Options are:

  • View schedule: company, group, own
  • Manage schedule: company, group, own, none

How to Set Schedule View and Manage Permissions for the Entire Company

To set 'view schedule' settings for the entire company:

  1. Go to Schedule.
  2. On the calendar, at the top right, select the gear icon () > Edit view settings.
  3. Make your selections, and select Save.

To set 'manage schedule' settings for the entire company:

  1. Go to Schedule.
  2. On the calendar, at the top right, select the gear icon () > Schedule Preferences.
  3. Make your selections, and select Save.

How to Change Schedule View and Manage Permissions for Individual Team Members

To give a regular team member permission to view, add, edit, or delete shifts:

  1. Go to My Team.
  2. Select a team member
  3. In the Details window, select the Permissions tab.
  4. Select the View schedule and Manage schedule permissions, and select Save.

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