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设置轮班的角色和层次结构
角色和层次结构定义了谁向谁报告以及帮助定义轮班的审批流程。您可以为各种服务区域分配拥有特定角色的用户。例如,Adam 是银行经理,John 是零售银行家。您可以创建区域经理角色和零售银行家角色,其中零售银行家向区域经理报告。将区域经理角色分配给 Adam,将零售银行家角色分配给 John。通过使用此层次结构,Adam 可以创建轮班,然后要求 John 通过批准轮班来确认他的可用性。
角色和层次结构定义了谁向谁报告以及帮助定义轮班的审批流程。您可以为各种服务区域分配拥有特定角色的用户。例如,Adam 是银行经理,John 是零售银行家。您可以创建区域经理角色和零售银行家角色,其中零售银行家向区域经理报告。将区域经理角色分配给 Adam,将零售银行家角色分配给 John。通过使用此层次结构,Adam 可以创建轮班,然后要求 John 通过批准轮班来确认他的可用性。
| 适用于:Lightning Experience。 |
| 适用于:Enterprise 和 Unlimited Edition |
但是,要为社区和合作伙伴用户提供共享轮班的权限,请创建公共组。例如,如果承包商希望与服务区域经理合作,以了解他们在服务区域中的可用性,您可以为承包商定义公用小组,并为他们设置轮班共享规则。

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