Members

Each schedule in On-Call Optimizer has one or more members who can be assigned to shifts. Additional members not eligible for assignment in the schedule can also be added in order to grant them permissions to view or administer the schedule.

The “Members” tab within a Schedule shows the list of members for the schedule along with their current role and properties.

Adding Members

• To add a member from your organization to a schedule, select their name/email from the drop-down box below the members list, customize their role and/or assignability and then click ‘Save Changes’.
• If you have permissions to invite members to your organization in On-Call Optimizer, you can also use the ‘Invite New’ button beside the add member drop-down to send an invitation to join On-Call Optimizer and add the (pending) member to the schedule in one step.

Removing a member

To remove a member from a schedule, click the trash can icon to the right of the member’s name in the member list.

• The last member with the Admin role cannot be removed from the schedule.

Removing a member prevents their inclusion in any future assignments, but does not remove them from any previously assigned shifts (including previously assigned shifts that are still to occur in the future).

Member List

The first column of the members list show status for each member of the schedule. A description of each state can be shown by hovering over the icon(s) for any particular member or consulting the references below:

Invitation The first column (titled Invite?) shows whether an On-Call Optimizer account exists for the member. The possible icon states are:

The second column shows the member’s name or email address.

The third and fourth columns allow configuration of the member’s assignment state and role in the schedule as described below.

The final column in the list contains actions (such as the remove icon) that may be available related to the member.

Properties

Assignable

The boolean assignable property is configurable on each member of a schedule, regardless of role, and determines whether the member will be included in the assignment of future shifts for the schedule.

• Members default to being assignable when added to the schedule, but this can be changed using the toggle next to the member’s name in the member list.

A typical use case for marking a member unassignable is to allow a user to view or manage a schedule without participating in the schedule themselves.

Roles

Schedule Admin

Schedule admins have full access to the schedule and can perform all actions available to members. The user who creates the schedule becomes the first schedule admin and can add further members as required. It is recommended to configure at least 2 admins per schedule.

Organization owned schedules are only deletable by a schedule admin when the Manage Schedules permission has been granted to organization members. If this permission is not granted, the schedule will only be deleteable by organization admins.

Schedule Member

Member is the default role for newly added members of a schedule. Members are able to make changes to the configuration and assignments of the schedule, but cannot remove or delete the schedule.

Schedule Viewer

Members in the viewer role can participate fully in the schedule (including being assigned shifts and participating in swaps), but are not able to make any changes to the configuration of the schedule itself and cannot change or initiate new assignments other than by using the swap functionality.