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Main Menu and Scope

The Manager portal allows you to work on pages that hold information for the entire organization or data related to one location. Role privileges define what you can see and do. When you are given a login, you are also assigned role access. For more information, see Role Access.

  • If you have full access, you see the Enterprise link as well as links to all Locations.

  • If you have access to one or more Locations, you see links for those Locations.

Use the TeamWork drop-down list to switch between the Enterprise or Location-specific information.

Main Menu

Scope

The two levels of access scope:

Each is described as follows.

Enterprise Scope

Use the Enterprise Scope section to review your license agreement, configure settings, configure the enterprise system, and review system usage.

  • Enterprise Information — enterprise-wide information such as name, time zone, and license agreement

  • Enterprise Configuration — links to settings and features your organization chooses to use

    • Enterprise — options available and settings used

    • Policies — options available for policy management

    • Passwords — options available for password management

    • System — features enabled by ScheduleSource in your TeamWork account

Enterprise Section Items

  • Folders — optional

  • Roles — system settings to establish access and privileges for performing tasks

  • Users — add users or change user location and role assignment

  • Custom — add and edit custom fields and attributes

  • Lists — add and edit items in lists that display on section pages

  • Advanced — resolve IP Blocking, customize application terminology, and use data I/O with ScheduleSource support

Location Scope

Use the Locations scope to set up localized data in TeamWork. Locations section items include the following.

  • Locations — add and edit distinct areas where employees work

  • Stations — add and edit positions, jobs, or distinct work areas within a location. Assign stations to locations.

  • Employees — add and edit the people who perform work in your organization. Deploy employees to stations in locations.

  • Templates — create and edit weekly shifts to use in schedules for stations at a location

  • Bidding (Optional) — create and edit shift and vacation bids for employees to bid on

  • Leave — view, add, grant, deny, and delete employee leave requests

  • Schedules — add and edit schedules, fill them with shifts, and assign shifts to employees

  • Time — approve time in your organization and assign project tasks and activities to employees. Display time-related issues, time worked, exceptions, and alerts.

  • Collaboration — post events to an organizational calendar, send messages and alerts, set up email notifications, and build surveys for feedback

  • Reports — organize your organization data using a variety of summary, detail, and fixed reports. Schedule reports and automatically email reports.