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.
• 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.
• A team has to exist before you can add it. See Create and manage teams.

Open board members

1. Open the Scheduler tab of the Production page. See Open the board.
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, 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.

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.

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

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.

See also

• Create and manage teams
• Give people access to Maintain
• Roles and permissions
• Plan jobs on the scheduler board
• Find your next job in the Work Queue