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  1. Help center
  2. Scheduling
  3. Manage group members

Manage group members

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  • Add members to a group

    Adding members to a group is a crucial step in creating schedules. Note: Adding new members might impact yo...

  • Reinvite a member to a group by sending a reminder

    If the member still has not activated the account after receiving the initial email, it is possible to send...

  • Identify members with permission to add external members to a group

    If your hospital institution has implemented the New external member creation restriction feature, only des...

  • Add external members to your group (New external members creation)

    This article applies to hospital institutions that have deployed the New external members creation permissi...

  • Modify information for a member in a group

    Modify information for a member to ensure accuracy and completeness of the member's profile. For example, u...

  • Assign a scheduling start and end date to a member

    Scheduling start and end dates indicate the period in which members are active and can accept shifts. From...

  • Reactivate a member

    From the left menu bar, select Scheduling . Select Members and Teams. The Members page opens, displaying a...

  • Remove a member from a group

      There are several conditions for removing a member: If the member you want to remove has future assig...

  • Configure skills for members of a group

    Configuring skills of group members is crucial for ensuring that members have appropriate shift assignments...

  • Create teams for a group

    Set up teams to manage member assignments, ensure that the right skills match the appropriate shifts, and i...

  • Add members to non-schedule groups

    You can add members to a non-schedule group. Note: Planners do not consider non-schedule groups or their me...

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