Portal Team Default Settings and Setup
The portal team is the group or team of employees that you would like to be automatically granted access to the portal or scheduled to work. Having a default portal team will ensure that these employees have access to the portal and are scheduled to work without you needing to add them manually to each event.
Follow the steps below to create your default portal team:
Select the settings gear at the bottom of the left-hand navigation bar.
Select "Event Settings" from the menu that appears.
Select "Portal Team" from the submenu that appears.
For each employee added to the default portal team, check the box for each setting that you want applied to their account (as shown in screenshot below):
See the following descriptions for these settings:
Grant Portal Access: Automatically grant portal access to this team member.
Auto-Schedule: Automatically schedule this team member for a shift for each event. The shift start and end dates and times will mirror the start and end times of the event via the event details.
Add on Booked Event: Team member will be automatically added to the event portal when the event is marked as booked.
Employee Brand Allocation
If you are utilizing the multi-brand feature of Releventful, assign your employees to the brands that are applicable for their role. Associating brands to an employee record will limit the employee's visibility into just the brands they are assigned to. Brand assignments will also assist you when scheduling team members for event shifts, as you will only see team members for the brand you are scheduling for.
To identify an employee's brand access, follow the steps outlined below:
Select the settings gear at the bottom of the left-hand navigation bar.
Select "Employees" from the menu that appears.
Select "Manage Employees" from the submenu.
Open an employee's account by clicking on their name from the list.
Scroll down to "Business Access" within the pop-up window.
Enter the name(s) of the brands that they need access to.
Select "Save" in the pop-up window to return to the employee page.
ℹ️ Note: The account owner and admins will have access to all business brands. By default, if no brand is listed for an employee, the employee will be available to be scheduled for events for the primary brand only.
Day to Day Management for Employee Scheduling
When scheduling team members for event shifts, make sure the correct brand is selected in the brand viewer at the top of the left-hand navigation bar (as shown in the screenshot below).
If you want to see all team members across all business brands, select "All Brands" from the drop-down menu. If no employee is listed when scheduling, make sure that the correct brand is selected, and that the employee has the brand added to their employee record as outlined above.
Other Resources
To learn more about the multi-brand setup and navigation, refer to the article linked below: