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Editing Your Organization

How to remove someone from your organization

Start on the Organization page. Click the organization's name to open its details. Click the Edit Organization button to edit the users. screenshot On the edit page, you can see all users in the organization. screenshot Select Users from Organization you wish to remove. screenshot Submit changes to apply user removal. The removed user no longer appears on the organization detail page. If you navigate to the Schedule Page and you can see that shifts associated with that user are now unassigned. screenshot If you navigate to a previous schedule date and you can confirm historical shifts still shows the removed user. screenshot

You can't remove the last owner

Open the edit page for an organization that has only one owner. Trying to remove that owner shows an error - an organization always needs at least one. screenshot

How to rename your organization

Start on the Organization page. You can see the original organization name in the table before editing. screenshot Click the editable organization name to open its detail page. On the organization detail page, click the Edit Organization button to open the edit page. screenshot Update the organization name and submit. screenshot This redirects back to organization details page where the updated name appears in the header. screenshot

How to set your industry

Before it's set, the organization detail page shows a message to set the industry. screenshot The Industry dropdown offers a choice of industries, used to determine which break-law carve-outs apply.

screenshot

  • Mercantile (Retail)
  • Factory / Manufacturing
  • Hotel
  • Restaurant
  • Health Care
  • Other Pick the industry that fits your business. Submit the form to save it. The organization detail page shows the selected industry and no longer shows the messaging nagging to set it. screenshot

How to change the start of the week

Go to the organization's edit page. The Start of week dropdown controls which day the schedule calendar's week begins on.

screenshot Select the day you want the schedule page to start on and submit. For this example the schedule view's first column now starts on Monday instead of Sunday. screenshot The week calendar view (the other schedule layout) also starts on Monday. Planning next week's schedule also starts the week on Monday.