A Coast organization is a single place for your team and your work. If you've recently joined one, this guide will help you get set up in Coast. Before you dive in, make sure you've downloaded our mobile app and you're able to sign in to your organization.
Make sure you're using the same phone number or email that you were invited with to sign in to join the correct Coast organization. If you're having issues or difficulty joining the correct Coast organization, check out this troubleshooting guide or send us a message at support@coastapp.com.
1. Watch this quick tutorial on Coast
2. Fill out your profile
Your profile will help your teammates in Coast know who you are.
- From the home screen, tap your profile icon in the top left corner.
- Click Edit Profile.
- Add a Profile Picture.
- Change Full Name if needed
- Enter an Email Address or Phone Number if needed.
- Click Save Changes.
If you'd like to change your username tag, send us a message in the support chat or email us at support@coastapp.com with your preferred username and we'll change it for you
3. Get added to the right groups
In a Coast Organization, you can only see the groups that you're added to. You will automatically be added to the All Teams group once you join. However, to see other groups, make sure to let the account Admin know to add you. The Admin will have to follow these steps:
Mobile
- From the home screen, open the workflow group that you want to add members to.
- Tap the name of the workflow group in the top middle, then choose Workspace Details.
- Scroll down to Members, and click on Add New Member, select the right team members to add to the group and click Add in the top right corner.
Desktop
- On the left hand side, open the workflow group that you want to add members to.
- Click the name of the workflow group in the top middle.
- Scroll down to Members, and click on Add New Member, select the right team members to add to the group and click Add in the top right corner.
4. Learn how to see schedules and tasks
Each group in Coast consists of two parts: messaging and workflow section. Depending on the workflow group, you can be assigned shifts, tasks, work orders, and more. To see the schedules and tasks:
Mobile
- Open the correct group
- Tap the check icon
in the upper right hand corner.
- Now you can see the schedule.
- You can use the Filter by clicking on the 3 dot icon
on the top right to see the shifts only assigned to you.
Desktop
- Open the correct group
- Close the chat area by clicking the X button in the upper right corner.