Workgroups are used to manage assigned groups of staffers, and their locations. Once you create your users that have Staffer or Staffing Lead roles, next step is to add a workgroup.
As a reminder: Staffers are users who are scheduled to work during your event, whereas Staffing Leads are users who schedule and manage a group of Staffers.
Note: if you'd like to import multiple workgroups at once, check out our Workgroup Import Guide.
First, let's access the Staffing portal:
Next, click on Workgroup Setup > Add Workgroup:
From here, give the workgroup a Name (the only required field) and fill out all available fields.
- Description is optional, but recommended.
- You can select a Color associated to the meeting in this workgroup.
- Number of Staffers refers to the staffer capacity of the booth.
- Number of Staffing Locations refer to smaller kiosks located inside of the booths.
Finally, you can add/remove Staffing Leads and Staffers to your workgroup.
Click the green Create button when you're finished. Once your workgroup is created, you can start adding shifts.