Workspace guide

Members

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.

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Use this page when you need to

Create and maintain the people who appear in schedules, exports, approvals, and public pages.
Use display names consistently so the grid, exports, and member public pages stay readable.
Make sure members are assigned to the right group before weekly planning starts.

Purpose

What this page is for

Maintain the roster used everywhere else in the workspace.
Assign people into groups so readiness and scheduling logic have the right ownership structure.
Open individual member views for history, stats, public sharing, and approval checks.

Workflow

Recommended workflow

Create or import the roster.
Standardize display names so they are recognizable in tight schedule grids.
Assign each member into the correct group.
Review member detail pages for trends, public visibility, and role approvals where needed.

Detailed guidance

How this page fits into the product

Why display names matter more than they seem

Display names are used in exported public links, group schedule grids, public member pages, and quick planning views. Long or inconsistent naming creates friction everywhere, especially on mobile or when leadership needs a fast visual scan.

A good display name is short, recognizable, and stable. If the public schedule is part of your real workflow, this matters even more because those links and labels become part of the user experience outside the dashboard.

Group assignment is part of member setup, not a separate afterthought

A member without a group is usually a planning problem waiting to happen. The system can hold the person record, but the weekly scheduling workflow becomes less accurate because group schedules and requirements are built around the group as the working container.

If readiness or schedule coverage feels wrong, one of the first things to verify is whether the right members are actually in the right group.

How the member page should be used

The member detail page is useful when you need to inspect one person more deeply: what they are working this week, which assignments appear frequently, whether they have absences, and which public page link should be shared. It is a good troubleshooting page when a leader asks about one specific person rather than a whole group.

Practical tips

What helps in real use

Keep display names short enough to fit in grids without turning every cell into an ellipsis.
Use the member roles page when approvals are important to the scheduling logic.
If exports look wrong, verify display name, group placement, and public link availability together.

Common questions

Frequently asked questions

Should I create members before groups?

You can create members first, but the workspace becomes more useful once groups exist and members are assigned into them.

Why does the member public page matter?

It gives one person a quick weekly view and summary without exposing the dashboard. That keeps leader and member visibility clean and focused.