Update a group's managers and contacts

If you are a group manager, you can add, edit, and delete group managers and contacts for your group. Group managers can make requests and have other permissions assigned to them. Contacts receive email notifications on group activity.

To add a new group manager or contact:

1. In the top-right, select your initials or profile icon, and then Profile.

   

   The Manage Profile page appears.

2. Under Group Information, next to the group you want, click .

3. To add a new group manager, do the following:

   a. Under Group Managers, click Add Group Manager. A pop-up appears.

   

   Notes:  Group managers can submit requests for the group. Additional permissions can also be assigned. Group Managers can only add a new user. District administrators can add an existing user.

   b. Do any of the following:

           i.  Enter the desired E-mail, First Name, Last Name, and Phone Number.
           ii. If you want to make this user the Primary Group Manager, select the checkbox.

              Note: You can only have one primary group manager.

           iii.  To enable any of the following permission(s), select the checkbox(es):

                       • Allow Request On Behalf Of
                       • Edit Group Info
                       • Edit Insurance
                       • Edit Additional Files
                       • Edit Contacts
                       • Edit Managers

           iv. To send a Reminder Email, enter the number of days in advance you want the email sent.
            v. To allow this user to Receive Invoices, select one of the following: 

                       • No: Will not receive any invoices.
                       • Only My Requests: Receive invoices for requests they submit.
                       • All Requests: Receive invoices for all requests from the group.

            vi. To allow this user to Receive E-mails, select one of the following: 

                       • Only My Requests: Receive emails for requests they submit.
                       • All Requests: Receive emails for all requests from the group.

   c. Click Save Manager.

4. To add a new group contact, do the following:

   Note: Group contacts receive email notifications about requests. They do not need a Schedules account.

   a. Under Group Contacts, click Add Contact to Group. A pop-up appears.

   

   b. Enter the desired Name, E-mail, and Phone Number.

   c. Click Save Contact.

To edit an existing group manager or contact:

1. In the top-right, select your initials or profile picture > Profile. The Manage Profile page appears.

2. Under Group Information, next to the group you want, click .

   

3. Next to the group manager or contact you want, click .
4. Make the desired changes.
5. Click Save Manager or Save Contact.

To delete an existing group manager:

1. In the top-right, select your initials or profile picture > Profile. The Manage Profile page appears.
2. Under Group Information, next to the group you want, click .
3. Next to the group manager you want, click .
4. Click Delete Manager. A confirmation pop-up appears.
5. Click OK.