---
title: "Give people access to a scheduler board"
description: "Board membership decides who can be assigned work on the Scheduler. Your organization has one production board, and you add people to it as named members or as whole teams. The Invite to Scheduler dialog writes as you click, with no Save step: one click adds a person or a team, a crown marks a board owner, and a trash icon removes access. Owner is recorded on the board but the dashboard does not gate anything on it today."
category: "Schedule work"
source_url: "https://www.iotflows.com/docs/production/scheduler-members/"
---
# Give people access to a scheduler board

Add planners and operators to the Scheduler board, and decide who owns it.

A *board* is the shared container behind a work-order surface. Your organization has one production board, and it sits behind the **Scheduler** tab. Board membership is what fills the **Assignee** list, so a person who is not on the board cannot be given a job.

You add either a *member*, one named person, or a team. Adding a team adds everyone in it, both the people in it today and anyone added to it later.

**Add teams rather than people.** A board built from named individuals needs editing every time someone changes shift or leaves. A board built from **Press cell** and **Planning** does not.

**Before you start**

- Production Scheduler is part of the Scheduling Engine module. The tab strip renders for every organization, so seeing the **Scheduler** tab is not proof you are entitled to it. See [Module entitlement](/docs/production/overview/#entitlement).
- Board owner. The dialog is not role-gated in the dashboard, so anyone who can open the Scheduler can open it and change who is on the board. See [Roles and permissions](/docs/admin/roles-reference/).
- A team has to exist before you can add it. See [Create and manage teams](/docs/admin/teams/).

## Open board members
1. Open the **Scheduler** tab of the Production page. See [Open the board](/docs/production/scheduler/#open).
2. Press the **Invite** control in the row above the board, between **Jobs** and the blue **+** that creates a work order. It carries a stack of the current members' avatars, and on windows narrower than about 1280 px the word **Invite** drops and only the avatars remain.

The dialog is headed **Invite to Scheduler**.

![The Invite to Scheduler dialog. A search field at the top reads Who would you like to add?, and under it a line with a building icon reads Anyone in your organization can access this board. Below that a TEAMS heading with a count of 1 lists one team row, Press cell, carrying its handle, a stack of its member avatars, a dashed plus button, a filled blue crown, and a trash icon. Under it a MEMBERS heading with a count of 3 lists three people, each with their name, username, a crown and a trash icon; the first person's crown is filled blue and the other two are outlined.](/images/production/prod-schedmem-01.webp)

*The Invite to Scheduler dialog, with one team and three named members on the production board. Add teams rather than individuals.*

There is a second way in, for the moment you notice the person you want is missing from the assignee list. In **Create Workorder**, open the **Assignee** chip and press **Manage board members** at the foot of the dropdown. The same dialog opens, headed **Invite to this board**.

On a phone, it opens as a bottom sheet from the avatar stack in the Scheduler header.

## Invite a member
1. Click the search field, **Who would you like to add?**. The list opens with every team in your organization under **Teams**, then every person under **Users**.
2. Type to filter. Full names, team names, handles, usernames and email addresses all match.
3. Click the person.

The dialog writes as you click, so there is no Save button. A toast reads `User has been added to your board`, and the person appears under **Members**.

People outside your organization are not listed here. To give a contractor a job, add them to the organization first, see [Invite people to your organization](/docs/admin/invite-members/).

## Invite a team
Open the same search field and click a team under **Teams**. The toast reads `Team has been added to your board`, and the team appears in the **Teams** section above **Members**.

Each team row carries its members as a stack of up to three avatars, or the text `0 members` when the team is empty. **Check that count before you rely on the team.** An empty team sits on the board but puts nobody in the assignee list.

To fill it without leaving the board, press the dashed **+** on its row. A panel headed **Manage** plus the team's name opens, listing who is already **In team** and offering everyone else under **Add people**. This writes to the team itself, so a person you add here joins that team everywhere it is used, not only on this board.

## Make someone an owner
A *board owner* is a member marked as responsible for the board. Click the crown on a member's or a team's row to set it. The crown fills blue, its tooltip changes from **Mark as board owner** to **Board owner · click to remove**, and clicking it again takes ownership away.

There is no confirmation step and no success toast; the crown filling in is the confirmation. Teams hold ownership on the same terms as people.

![A cropped detail of the MEMBERS section of the board members dialog, headed MEMBERS with a count of 3, showing the first two of its rows. The upper row's crown icon is filled solid blue, marking that person as a board owner, with a violet highlight ring drawn around it; the lower row's crown is a gray outline. Both rows also carry a trash icon at the far right.](/images/production/prod-schedmem-02.webp)

*The crown on a member's row, filled blue to mark a board owner. The row beneath it shows the same control in its unset, outlined state.*

### Board roles
| Role | Can view the board | Can edit jobs and tasks | Can manage members |
|---|---|---|---|
| Member | Yes | Yes | No |
| Owner | Yes | Yes | Yes |

> **Warning:**
> **Does the dashboard enforce this?**
>
> Not today. The members dialog, the crown and the trash icon render for everyone who can open the Scheduler, and the dialog's own line reads **Anyone in your organization can access this board**.
>
> Treat Owner as a record of who is responsible for the board rather than as a lock. Organization roles are a separate system and do gate features, see [Roles and permissions](/docs/admin/roles-reference/).

**You do not need to add someone so they can look at the board.** Membership decides who can be assigned work. Adding every operator who glances at the Gantt lengthens the assignee list without changing what anyone can see.

## Remove access
Press the trash icon on the row. The row disappears at once, with no confirmation step, and a toast reads `User has been removed from board` or `Team has been removed from board`.

Removing a team takes that team's access away from this board only. The team itself and the people in it are untouched, and anyone who is also on the board under their own name keeps their access.

To take a person out of a team rather than off the board, press the dashed **+** on the team's row and remove them under **In team**.

## If a change does not stick
Every action here is optimistic: the row updates first and the request follows. When the request fails, the row goes back to what it was and a toast names what failed, so a change that draws and then reverts a second later has not been saved.

| Toast | What it means |
|---|---|
| `Failed to update owner` | The ownership change did not reach IoTFlows. The crown reverts to its previous state. |
| `Failed to remove` | The member or team is still on the board, or the person is still in the team. |
| `Failed to add` | The person was not added to the team. The team's member count is unchanged. |

## See also
- [Create and manage teams](/docs/admin/teams/)
- [Give people access to Maintain](/docs/maintain/board-members/)
- [Roles and permissions](/docs/admin/roles-reference/)
- [Plan jobs on the scheduler board](/docs/production/scheduler/)
- [Find your next job in the Work Queue](/docs/production/work-queue/)