Add/Edit/Remove Schedule Viewers

Schedule Viewers are RosterApps users that can only view employees’ schedules, but do not have the ability to change schedules in any way. They have the same viewing permissions as supervisors but cannot view all of the information that a Location Admin or Company Admin can. 

To add a Schedule Viewer: 

• Click the Locations tab. 

• Find the location that you would like to add a Schedule Viewer to and click the blue text link Schedule Viewers in that location’s row.  

• RosterApps directs you to the Schedule Viewers for [Name of Location] page. Click the blue text link Add Schedule Viewer to this Location (to add them only to the one location) or click the blue text link Add Schedule Viewer to Multiple Locations (to add them to more than one location). 

• RosterApps directs you to the Find New Schedule Viewer for [Location Name] page. Enter the name of the employee you would like to add as a Schedule Viewer in the search bar, and then click the blue Search button. 

• RosterApps lists all employees with that name under the search bar. Select the correct employee.  
  • If you chose to "Add Schedule Viewer to this Location", click the blue Create button and proceed to next step. 
  • If you chose to Add Schedule Viewer to Multiple Locations in step 4, click the blue Next button. RosterApps will display all of the locations available at your location, with check-boxes beside them. Select the checkboxes of the locations that you want to add this Schedule Viewer to. Then click the blue Create button.

 

 

• The new Schedule Viewer will now appear in the list on the Schedule Viewers for [Location Name] page.  

To edit a Schedule Viewer: 

• Click on the Locations tab. 

• Find the location in which you would like to edit Schedule Viewers in the table. Click the blue text link Schedule Viewers in that location’s row. 

• RosterApps directs you to the Schedule Viewers for [Location Name] page. This page lists all of the Schedule Viewers for this location. Find the Schedule Viewer in the list that you would like to edit. You have two editing options:

• • Click the blue text link Edit Assignment to change whether the employee is a Schedule Viewer and which locations they are a Schedule Viewer for. 
    • RosterApps directs you to the Edit a Schedule Viewer for [Location Name] page, which lists all of the locations at your company with check boxes beside each location.
    • Check a box to add the employee as a Schedule Viewer at that location or uncheck the box for a location to remove that employee as a Schedule Viewer at that location. 
    • Click the blue Create button to save your changes. 

 

 

 

• • Click the blue text link Edit Profile to edit the Schedule Viewer’s employee profile. 
    • RosterApps directs you to the Edit Profile for [Employee’s Name] page.  
    • Edit any of the fields and settings on this page. You can also edit who can see and/or edit which settings using the check-boxes to the right of each setting. 
    • Click the blue Update button to save your changes. 

 

 

 

To remove a Schedule Viewer: 

Please note: these steps will remove the employee from their role as Schedule Viewer, but will not remove them from their other roles in RosterApps. 

When an employee that is a Schedule Viewer leaves your company, it is best practice to remove them as a schedule viewer so that your Schedule Viewer list is not cluttered with inactive users. 

• Click on the Locations tab. 

• Find the location of the Schedule Viewer you would like to delete and click the blue text link Schedule Viewers. 

• RosterApps directs you to the Schedule Viewers for [Location Name] page, which lists all Schedule Viewers at this location. Find the Schedule Viewer in the list that you would like to delete and click the blue text link Remove in that employee’s row. 

• RosterApps asks if you are sure you want to remove the Schedule Viewer. If you are sure, click the OK button. 

• The Schedule Viewer will now be removed from your location and will no longer appear on the Schedule Viewers for [Location Name] page.