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Change a User's Role for the Scheduler Workspace

Want to control who can create, edit or delete a shift? You can do so by using our Roles.

Steps to change a user's role in Coast:

Mobile
Desktop
  1. From the home screen, click into the Scheduler workspace.
  2. Tap on the top middle Mobile_Top_Middle_Scheduler.jpeg.
  3. Click into Workspace Details.
  4. Scroll down until you see Members and click into it.
  5. Find the users that you want to change role for and select the 3 dot icon next to their name.
  6. Select from Admin, Editor, Personal, and View Only.

    Admin - Able to create, edit, comment on, view, and delete shifts.
    Editor - Able to edit, comment on, view shifts. Not able to create new shifts or delete them.
    Personal - Able to create, edit, comment on, view and delete shifts they have been assigned to or have created themselves.
    View Only - Able to view shifts only. Not able to create, edit, comment on or delete shifts.

  1. On the left hand side, click into the Scheduler workspace.
  2. Tap on the top middle Desktop_Top_Midle_Scheduler_.png.
  3. Click on Members.
  4. Find the users that you want to change role for and select the 3 dot icon next to their name.
  5. Select from Admin, Editor, Personal, and View Only.

    Admin - Able to create, edit, comment on, view, and delete shifts.
    Editor - Able to edit, comment on, view shifts. Not able to create new shifts or delete them.
    Personal - Able to create, edit, comment on, view and delete shifts they have been assigned to or have created themselves.
    View Only - Able to view shifts only. Not able to create, edit, comment on or delete shifts.