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            Set Up Roles and Hierarchies for Shifts

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            Set Up Roles and Hierarchies for Shifts

            Roles and hierarchies define who reports to whom and help define the approval process for shifts. You can assign users who own a specific role for various service territories. For example, Adam is a bank manager and John is a retail banker. You can create a territory manager role and a retail banker role, where the retail banker reports to the territory manager. Assign the territory manager role to Adam and the retail banker role to John. By using this hierarchy, Adam can create shifts and then ask John to confirm his availability by approving shifts.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions

            However, to provide community and partner users permissions to share shifts, create public groups. For example, if contractors want to work with service territory managers for their availability in the service territory, you can define public groups for contractors and set up shift sharing rules for them.

            • Create Roles and Hierarchies
              Create roles and hierarchies, and then assign users to the created roles.
            • Create Public Groups
              Create public groups for external users.
            • Configure Shift Sharing Rule
              To share shifts with external users, define shift sharing rules. For example, contractors are external users with whom a service territory manager shares shifts for approval. To share shifts, use the contractors public group and then select the roles in that group to whom you want to grant access.
             
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