Team & Roles
Invite your team and control what each role can do
Asking staff to confirm their assignments
Learn how to ask a team member to confirm each session they are assigned to, see which assignments are still waiting on the dashboard, and turn assignment emails on or off
Assigning team members to timeslots and sessions
Learn how to put team members on a timeslot, place them in a session, move them between sessions, give them a role such as Lead, and take them off again
Confirming or rejecting your assignments
Learn how to confirm or reject the sessions you have been assigned to, and see all your upcoming assignments in one list
Creating and editing roles
Learn how to see your roles, create a new one, rename it or change its description, and delete a role you no longer need
Inviting and removing team members
Learn how to invite someone to your team, resend or cancel an invitation, change a team member’s role, remove them, and look back at former team members
Managing your own availability
Learn how to add the days you can work, mark yourself unavailable, and check your availability for the weeks ahead from the calendar and the dashboard
Recording qualifications and expiry dates
Learn how to record certificates and licences with their expiry dates, for yourself or a team member, and keep track of the ones running out
Setting staff availability
Learn how to mark team members as available or unavailable, see who is free each day on the calendar, and choose whether each team member is always available or only when you add their days
Understanding role permissions
Learn what each role permission lets a team member see and do, how to change them, and which ones make Bodhi, Media, Reports and other pages appear in the sidebar
Viewing your team and member details
Learn how to read your team list, open a team member’s details, keep private notes on them and comment on their activity log