Public docs
RoleSchedule workspace guides
These guides explain how each major page works, which workflow it supports, how it connects to the rest of the product, and what to check when something feels off. Use the docs as your product manual for setup, weekly scheduling, public sharing, and daily admin work.
Recommended setup order
- Create the account and organization shell.
- Review the overview page so readiness has a home.
- Add shifts, groups, roles, and members.
- Assign members into groups before scheduling.
- Set requirements, review absences, then build the week.
- Use public pages and exports for read-only sharing.
How to use the docs
Start with the workflow you are in
New users should begin with Account, Overview, and Members. Active schedulers should focus on Schedules, Requirements, and Absences. Leaders using public links should open Public Pages first.
Directory
Page-by-page guides
Every guide covers the purpose of the page, the best workflow, common signals, practical tips, and related sections you should open next.
Guide
Org owners, planners, and section leadsOrganization Overview
Use the organization overview as the main readiness dashboard for one workspace. It should answer three questions quickly: what is ready, what is missing, and where should you go next.
organization dashboardreadinesssetup orderplanning hub
Read guideGuide
Schedulers, admins, and team leadsMembers
The Members section is the source of truth for people in the workspace. Clean member data makes every other page more reliable, easier to read, and easier to share.
membersrosterdisplay namegroup assignment
Read guideGuide
Schedulers and group-level leadersGroups
Groups are the working containers for weekly planning. If your organization is the top-level workspace, the group is the level where detailed scheduling and requirements become manageable.
groupsplatoonsteamsmembership
Read guideGuide
Lead schedulers and adminsRoles
Roles are the language of coverage. They tell the system what types of assignments exist, when they are active, and how they should appear across the workspace.
rolesrole keyactive daysabsence role
Read guideGuide
Schedulers and org adminsShifts
Shifts define when work happens. They provide the time structure that requirements and schedule coverage are built around.
shiftstime windowscoverage periodsshift setup
Read guideGuide
Daily schedulers and leadershipSchedules
Schedules are where the workspace becomes operational. The master schedule gives high-level visibility and the group schedule gives the detailed weekly editing surface.
schedulesgroup schedulemaster scheduleweekly planning
Read guideGuide
Lead schedulers and rule ownersEdit Requirements
Edit Requirements is the rule layer behind weekly planning. It defines how many people are required for each role, on each shift, and how the scheduler should behave when generating or filling a week.
requirements editorcoverage matrixscheduler rulesdate override
Read guideGuide
Leaders, admins, and clerksAbsences
Absences keep the schedule honest. They explain why people are unavailable and make sure approved time away is visible to planners and public viewers where appropriate.
absencesleaverequestsbalances
Read guideGuide
Leaders, members, and viewers without dashboard accessPublic Pages
Public pages are the viewing layer of the workspace. They let people check schedules quickly without needing dashboard access or editing rights.
public pagespublic scheduleorg pagemember page
Read guideGuide
New users and org creatorsLogin, Register, and Create Organization
These pages are the entry point into the workspace. They should help a new user register, sign in, create an organization, and understand the right next step after setup.
loginregistercreate organizationonboarding
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