1) To navigate to the user's profile select "Settings" in your web app menu.
2) Select "Users."
3) Use the search function in the top left to find the correct user. Then, click on their name to open their profile.
4) Select the "Availability" tab, near the top center of your screen.
5) Locations are found at the bottom of this tab. At the bottom right, click on the "Plus" icon to start adding Locations.
6) Use the dropdown to select the Locations, then click on "Add."
7) Now that you've added in Locations, you'll add Teams in the same place! Next to the Locations you added, use the dropdown to select your user's teams/roles.
8) Use the check boxes to indicate the user's Home Location, and if they are a Location Manager. Users will be favored for their Home Location in scheduling.
9) You've successfully added your new team member to their Locations + Teams!
1) From your left-hand menu, select "Directory".
2) Search for or scroll to select the correct user. Then, click on their name to open their profile.
3) If the user has been invited but has not yet accepted, you will see their invite codes along with a link labeled 'View detail and edit'. Click this link.
For users who have already accepted their invitations, their profile information will be displayed instead of their invite codes. You will see an icon featuring a user and a pencil on the middle right of the screen. Click this icon.
4) Once in the edit screen you will find “Workspace Locations” at the bottom of the screen. Click on the "Plus" icon to start adding Locations.
5) Use the checkmarks to select new Locations for the user.
6) Under each Location, use the check boxes to indicate the user's Home Location, and if they are a Location Manager. Users will be favored for their Home Location in scheduling.
7) Next to the label “Team(s)”, clicking the edit icon will open a pop-up for you to checkmark the user’s Team(s).
8) Confirm your changes and you’re done!
