User Overview

Facilities Schedules uses roles and permissions to determine what individual users can see and do. Each district can create custom roles, and assign the appropriate permissions. Then, assign users to those roles. You can also send a welcome email, copy a user, or replace a user. 

During onboarding, an Implementation Specialist will work with you to set up initial roles with the proper permissions.

User Permissions

User permissions determine what appears on a user's sidebar menu. These include:

• Manage District Settings: Gives access to Manage Users, Manage Roles, and Manage Locations pages.
• Group Classification Manger: Gives access to the Manage Groups page.
• Space Approver: Lets user approve requests. The user will also need to be set up to Manage Approval Paths.
• Additionally Notify: Lets user be selected to be notified of approved requests. The user will also need to be set up in the notifications section of Manage Sites, Manage Spaces, or Manage fields to receive notifications.
• Request on Behalf of Others: Lets user submit requests for other groups.
• Athletic Director: Give access to the Manage Athletics page for submitting practices and games.
• Billing Office: Lets user be selected to receive a copy of each invoice. The user will also need to be set up in Manage Sites or Manage Spaces.
• Can Assign Events: Lets user assign other users to events. This appears on the Request Details page under Actions > Assign.
• Can Delete Requests: Lets user delete requests that have not been invoiced.
• Enhanced Reports: Gives access to Reports.

Roles and Role Permissions

Roles regulate what users can see and do in Schedules. Each role contains a set of permissions. Permissions affect a user's ability to perform certain functions. Districts can add as many custom roles as desired.

Permissions include:

• Add Calendar Information
• Approve on Behalf of Others
• Bypass Approval
• Bypass Blocked Dates
• Bypass Min/Max Dates
• Can Enter Events in the Past
• Can Send Invoice
• Cancel Approved Events
• Double Book
• Edit Requests
• Import Blocked Dates
• Import Calendar Information
• Import Requests
• Manage Blocked Dates
• Mass Cancel
• View All Requests
• View Financial Reports
• View Reports

Groups

In order for a user to submit a request, they must belong to a group. Groups can include district users, such as teachers and athletic teams, and outside groups, such as community groups and clubs. Each group has a primary group manager. You can change the name of a group.

Classifications

Districts can use group classifications to organize groups. For example, you might have different classifications for district users, non-profit organizations, and for-profit groups. Each classification can have different rules and permissions for facility requests.