Choose assignment type and the eligible target.
How to use this function
- Sign in with a role allowed to access organization.
- Open Organization and choose Assign staff to team or shift.
- Review the customer and company site context where this function uses them.
- Complete or review these controls: Staff member, Assignment type, Team, Shift.
- Choose assignment type and the eligible target.
- Save or confirm the action, then reopen the record to check its updated state and history.
Fields and controls shown in the demo
- Staff member
- Assignment type
- Team
- Shift
Guide updated 2026-09-27. Release changes must update this page and its image together.
