Adding new members to your group (with new members creation restriction activated)

To add new members to your group, follow the steps below.

  • This article is only applicable to hospital institutions that have deployed the new members creation restriction functionality.

  • In this context, only designated members in the institution have the permission to add new members to Petal. To identify who is responsible for creating new external members, click here.

  • To assign this permission to a member or to remove it from a member, contact Technical Support.



  • Connect to the Portal with a Planner, Member or Administrative Member profile

  • Have the New external members creation permission for the group

  • Have access to the group

Access in Petal

  • Home page > Left menu > Scheduling> Members and teams


  1. From your left menu bar, click on Scheduling, then select Members and teams.

  2. Click on the Members tab.

(i) If you are connected with a Member or Member or Administrative member profile, the only option accessible for your profile is Members and teams > Members.



The list of all existing members is displayed.



(i)  Members that have the permission to create new external members are flagged with a  banner.


3.  Click on  Add a member.


(i) If you are connected with a profile that does not have the New external members creation permission for the group, you can only add an existing member in the institution.



4. Under the Informations tab, under the Identifier section, enter the email of the new member and click on Verify.


  • The unique Identifier of a member is their email as per the following format: where f = First letter of first name, name = Last name).

  • If the member already exists in Petal, the account is displayed.

  • If the members are already active, members themselves are responsible of modifying their personal information and the fields are disabled for the planner.

  • If the member has not been activated yet, a planner has access to modify all fields, even if this member had been added by another group's planner.


5. If the member does not exist in Petal, confirm by clicking on Add member.


6. In the Add a member window, several tabs allow you to enter the member's information. 


Under the Informations tab, under the Member information section, fill in the following fields.

  • If you choose the Account type Assistant or Administrator, the Specialty and License number fields are not required.
  • Click to certify that the member added to your group is related to your healthcare practice.
  • Click on Next.


7. Click on the Access tab. Fill in the following fields.

  • Scheduled member:  option selected upon creation. A scheduled member can be configured to receive shifts in schedules
  • Scheduling start date:  date from which the member will be eligible to shift assignment
  • Scheduling end date: member will removed from scheduling automatically at this date
  • Member name initials: for scheduled members only

  • Click on Next.

8. Click on the Role and permissions tab.

  • Select one of the available roles according to your needs.
  • Click on Next.




Regular member

For a planned member: Access to personal information and the group's scheduling information. The member will be able to perform activities allowed by the group's planner on their own tasks, and add absences and create personal events.

For a non-planned member (equivalent to a read-only member): Access to the group's calendar only, without permissions to perform changes, and access to other tools, out of the schedule, such as the messaging, documents and contacts.

Administrative member


For both planned and non-planned members: Mostly attributed to non-planned members for post-publication scheduling management. The member is allowed to perform adjustments to the other members' calendars through the group calendar, input absences for others or move shifts with regards to the group's configuration. They will also be notified of all shift trades.

Group Planner


For both planned and non-planned members: Can be given to more than one member; however, it is not suggested to access the planning tool with multiple users. Group Planners can access to the planning tool and to manage schedules after their publication. 


9. Click on the Teams tab.

  • By being assigned to a team, members inherit the shifts they can be assigned to.

  • Teams are sub-groups and are used as filters in the Planning Tool.

  • Changes to teams assignments are applied after the profile is saved.

  • For detailed information about teams, click here.

  • Click on Next.

10. Click on the Skills tab.

  • Skills represent the shifts that members of this group can be assigned on.
  • Being assigned to the same skills allow members to exchange shifts.



11. Click on Save to add the member to your group.

12. When the profile is completed, click Yes or No on the confirmation message if this is scheduled member.

For a new scheduled member of an advanced group, you might need to adjust the script or constraints to manage the shifts distribution correctly. Please communicate with Support to avoid any undesirable impact on your automated schedule generation.


13. Once the member is saved, it is now part of the group.

  • An activation email is sent to this new member.
  • If it is a planned member, it will be added to your current and future period unless the Scheduling start date is in the future.  



To reinvite a member

By default, when creating a member, an activation email is automatically sent.

If an account has not been activated yet by the member after receiving the initial email, it is possible to send a reminder. 


1. From the Members tab, click on Reinvite.



2. The number of members who have not yet activated their account and to whom this invite will be sent is displayed.  Click on Send invite.