Setup shifts and assign an operator to it
Shifts define when an operator is active and which sites are routed to their queue. You create a shift in Settings, then assign an operator to it when sending the invitation. Operators assigned to a shift automatically receive that shift’s sites in their QUEUED SITES when they start their shift.
Before you begin
- You must have the Super Admin role.
- Create your shifts before inviting operators — operators can only be assigned to shifts that already exist.
Create a shift
A default shift already exists in Configure shifts. You can edit it by clicking the three-dot menu on its row and selecting Edit Shift. The default shift cannot be deleted.
- Click the gear icon at the bottom of the left sidebar to open Settings.
- Select Configure shifts from the Settings menu.
- Set the Time zone for this shift using the dropdown. This controls when the shift starts and ends in your local time.
- Under Add a shift, fill in the fields:Shift name (required) — a short label, e.g. A, Morning, Night.Start time (required) — the shift start time in AM/PM format.End time (required) — the shift end time in AM/PM format.Description (optional) — any notes about this shift.Use as default toggle — turn this on if you want new operators to be pre-assigned to this shift unless you choose otherwise.
- Click Add Shift. The shift appears in the Configured shifts list below, showing its name, start time, end time, and the number of users assigned to it.
To assign operators to this shift, see Invite an Operator — shift assignment happens during the invitation step.
Managing existing shifts
In the Configured shifts list, each shift row shows its name, default badge (if applicable), start time, end time, and user count.
Click the person icon on a shift row to open the Manage shift operators panel. Select or deselect users from the right-hand Users list, then click Save Assignments to confirm. Use this to reassign operators to a shift after they have already been invited.
Click the three-dot menu on a shift row to edit or delete it. Deleting a shift does not remove the operators assigned to it — they remain active users but lose their shift assignment.