Access Levels

Member access is limited to marking their own availability, viewing the schedule, viewing the ‘Roster List’ and updating their own user data. User data includes principal phone number and email address, as well as notes regarding scheduling preferences (that the scheduler will see when scheduling them) and checkboxes to mark when they will be automatically marked as available by default, (meaning: when new “events” are scheduled if they will be automatically marked as available or unavailable). This option is enabled by default and can be turned on or off by the Administrator (See Below).

Leaders can schedule groups of members, as assigned to them by a Supervisor (See Below). Group Leaders will be able to schedule members of their groups, change each of their availability, reset their passwords and send “Custom” mass emails to them through their personal email.

Supervisors can assign Qualifications to members, promote members to Leaders and assign groups to them, add notes that will appear on the schedule (for churches this is frequently done for “Readings”) and add new members. Supervisors can also use the system mass email functions, which includes “Reminder” emails and “Request” emails.

Administrators can determine how the system will function. They create the positions that members can be scheduled to fulfil; they choose the Standard days and times for gatherings; they select what details members see in the “Roster List”; and choose the names for gatherings and positions in order to conform to the existing organizational conventions (e.g. for churches gatherings may be called “Services” and positions called “Sunday Ministries”).

Access Chart
Access Level and Function Chart. Click to enlarge.