In Shiftboard both schedulers and end users have a number of options for how they view their calendars and related data. From filters to different week, day and month views, there are a lot of options when it comes to viewing schedules. That being said, it's important to remember that end users by default do not see each other's schedules, only having access to view their personal confirmed/assigned shifts and any open shifts that they may qualify for. That being said, there are circumstances wherein an organization may want to permit end users to see each other's schedules whether for safety, efficiency or just general knowledge of who they're working with.
This is where Shiftboard's Shared View comes into play.
What Is Shared View?
As noted above, end users by default are only able to see their personal assigned/confirmed shifts and any shifts that are available to them based on their qualifications.
Shared View is an end user focused tool that provides users with a toggle to switch between their personal schedule and their team/workgroup schedule in order to see what days and times their colleagues are working.
It is important to note that while the Shared View does permit a user to see their colleagues schedule, we still prevent the end user from viewing their colleagues personal contact/profile information or being able to contact them directly through the calendar. This is done to ensure that each user's privacy is respected while still allowing them to be informed as to their overall team/workgroup schedule.
How Do I Set Up Shared View?
Shared View is controlled both at the site level and at the team/workgroup level. To permit teams/workgroups within a site to use Shared View you must enable the function in the Schedule Settings found by going to Site Settings (gear icon on navigation bar) > Application Settings > Schedules. In here you will find two settings related to Shared View
The first setting highlighted in blue in the screenshot is a default setting when a new team is created. If you wish all teams when they're created to have Shared View selected this is specified here. The second settings highlighted in green is the critical on/off switch for Shared View in the system. If this setting is set to no, Shared View will not be available to users regardless of what team/workgroup settings are configured to so if you want to permit Shared View at all for your site you want this to be set to Yes.
Another factor with Shared View to be aware of is that it can be set on a team-by-team basis once it has been enabled at the site level. Each team has a setting where you can toggle whether you want to permit Shared View for that team and if so who you wish to be able to view the teams schedule. A breakdown of each of the options appears below
Shared View Not Permitted - This disables Shared View specifically for this team/workgroup. Other teams/workgroups may still permit Shared View use independently from this team however.
Allow Shared View to Team Members - This allows members for this individual team/workgroup to see each others schedules just for this team/workgroup.
Allow Shared View to members of additional Teams - This setting permits you to specify which other teams you wish to share this teams schedule with. As long as a user is part of the originating team or one of the teams specified to have access to this teams schedule they will be able to see the schedule in their Shared View. Important to note that this will also permit team members for the originating team to see each others schedules as well.
Allow Shared View to all members of this organization - This permits all users regardless of team/workgroup to see this particular teams schedule so long as they have an active account in the site