Managing Roles in Your Schedule
Overview
This guide explains how to add and remove roles from the schedule in the Jolt Web Portal. To perform these actions, you need specific admin access.
Prerequisites
Admin Access: You must have at least one of the following admin settings: Location Website Admin, Content Group Admin, or Company Admin.
Role Creation: Ensure roles are created before adding them to the schedule. Refer to the article Create and Edit Roles for instructions.
Instructions
Role Settings
Login to the Jolt Web Portal:
Navigate to Settings and then Roles.
Open the Role:
Locate and open the role you want to use for scheduling.
Enable Role for Scheduling:
Under Role Details, check the box for Use For Scheduling.
Save Changes:
Click Save in the top right corner. The role will now appear on the schedule.
Schedule Settings
Login to the Jolt Web Portal:
Go to Scheduling and then Make Schedule.
Add or Remove Roles:
Scroll to the bottom of the page and click +Add/Remove Role to Scheduling.
Select Roles:
Choose the roles to be used for the schedule.
Save Changes:
Click Save when finished.
Key Features
Flexibility: Easily manage roles within the scheduling system.
Visibility: Ensure that roles appear correctly on the schedule.
Benefits
Streamlined Scheduling: Quickly add or remove roles as needed.
Improved Accuracy: Ensure that the correct roles are displayed on the schedule.
Keywords: Add Roles, Remove Roles, Scheduling, Jolt Web Portal, Role Settings, Schedule Settings, Admin Access.