Control what Helpers Can See & Do 

You as the Coordinator can set what Helpers can see and do when they sign in. 

 

When Helpers sign in they see a different interface and can only view Published schedules. To see an example of the Helper view click here to see a sample Helper account.

You also can sign in as a Helper in your own account to see exactly what your Helpers will see when they sign in. 

Lite Version - Helpers can sign in and: 

View published schedules and schedule notes for themselves and others

Download VCAL file of their schedule to use in Outlook on their computer or PDA

Make changes to their own contact information 

Set up email and text message addresses, and choose which events trigger notifications to them and which if any addresses can be used as a "reply to" address when messages are forwarded to Coordinators or other Helpers' email

Change their ID and Password 

Set whether other Helpers can view their phone number and e-mail 

View the Notice to All Helpers on the Helper Home Page

View your Organization Bulletin Board

Message Coordinators and other Helpers

Set their own prefer, dislike and Cannot Help times

Set whether they prefer or dislike each Position (Job or Location)

Add a Time Off

See shift colors that Coordinator sets (If Coordinator allows)

See Categories in the shifts  (If Coordinator allows)

See the Helper comments field entered by Coordinator  (If Coordinator allows)

View everyone's schedule - daily, weekly, chart, in-out & monthly views (they will see the same layout that you set in your corresponding Main Coordinator view using the Change Layout links)

See unassigned shifts on Everyone's Schedule

View a staff list

See other Helpers' availability and help time preferences for their own shift times 

View the Tradeboard

Trade shifts with other Helpers

Drop shifts - looking for replacement or unassign themselves from shift

Pick up unassigned (open) shifts on the Tradeboard

See when and where other Helpers will be helping on any day

See topic-based Guide for Helper interface

See your organization logo if you have uploaded one

 

Paid Full Version you can choose whether Helpers can:

Set their own prefer and dislike help times

Set their own CANNOT help times

Set whether they like or dislike helping each Position (Job or Location)

Request Time Off

See shift colors that Coordinator sets

See Categories in the shifts

See the Helper comments field entered by Coordinator

View everyone's schedule - daily, weekly, chart, in-out & monthly views (they will see the same layout that you set in your corresponding Coordinator view using the Change Layout links)

See unassigned shifts on Everyone's Schedule

View a staff list - (Coordinator controls what displays)

See other Helpers' availability and help time preferences for their shift times 

View the Tradeboard

Trade shifts with other Helpers ("at will" or with "Coordinator approval")

Drop shifts (if another Helper agrees to pick up) ("at will" or "with Coordinator approval")

Pick up unassigned (open) shifts on the Tradeboard ("at will" or "with Coordinator approval")

See when and where other Helpers will be helping on any day

 

Use your SETTINGS>Helper Permissions page to set what Helpers are allowed to do and see when they sign in. 

Controlling the Helper display of Everyone's Schedule

The main coordinator controls how each of the Helper'sEveryone's Schedule view displays by using the "Change Layout" link on their corresponding Schedule View.
 

If you upload an organization logo from your SETTINGS page the Helpers will see your logo on all of their pages and printouts. 

 

Related Topics: 

Finding a Helper's ID & Password 

Each Helper has a sign-in ID 

Sending Helpers Sign In Instructions