Shift Swapping - User and Administration Follow

This document reviews the following steps for:

• Enabling the shift takeover feature as an Admin within the console
• How to take a shift within the mobile app

Enabling Shift Takeover:

1. Log in to the web console as an administrator
2. Click  along the top toolbar
3. Click the desired schedule name, then click the Settings tab 
4. Select the Allow Shift Takeover Drop Down Menu and select the option:
   • Disabled: No user can take a shift from another user
   • Members Only: Only members of this group can take a shift from another user
   • Unrestricted: All users in the account can take a shift from another user

 .

      5. Click 

For Mobile Users:

1. In the mobile app, tap Directory at the bottom. Locate and tap the name of the schedule you want to take a shift from:

     2. In the schedule details screen, tap View Schedule:

    3. Tap the info button to the far right of the name of the user you want to swap shifts with, then tap Take Shift:

• The takeover user's name will then appear in place of the original user, indicating the swap is complete.