Select work teams or management units in the schedule editor

Work team leads or supervisors can find filtering a schedule by selected work teams makes reviewing or adjusting schedules easier.

Use conditional permissions to limit work teams access within schedules

Set conditions on permissions to further restrict access at a more granular level. Depending on the conditions you set, you can view the list of teams and their corresponding agents in the selected schedule, or you can view all teams and available corresponding agents. For more information, see Modify default permissions in Workforce management permissions overview.

• If you do not have a Groups > Work team permission, you cannot select work teams in the schedule editor.
• If your Workforce Management > Schedule permission is limited to one or more selected work teams, you can select only those work teams in the schedule editor. You cannot select a business unit.
• If you have a Workforce Management > Published Schedule permission, you can select work teams or management units from published schedules in the schedule editor.

Select work teams or management units from the schedule editor

To select a work team or management unit from the schedule editor, perform these steps:

1. Click Admin.
2. Under Workforce Management, clickSchedules.
3. Click Menu > Workforce Management > Scheduling > Schedules.
4. In the upper right corner, click the Management Unit list and select a management unit.
5. Search for a schedule and select it from the list. The Schedule Editor opens.
6. View selected management units or work teams by doing the following:
   1. Click Management Units or Work Teams picker.
      
   2. Select Management Units or Work Teams.
   3. Select the appropriate management unit or work team in the list to the right of the picker.
7. View or edit the schedule.
8. Save or publish any changes made to the schedule.