Site Administration
Managing your HosPortal site and its settings
Overview of Admin PageManage your HosPortal account name, contact, holidays and billing
Overview about rules and how to create them(reference to video 5 in the making)
Permissions
Permissions or access privileges for different roles
Managing permissionsLearn how to add and manage administrators and how to create different levels of permissions or access privileges for your regular users
Roles, Skills and Teams
Create and manage roles, skills and teams and assign users
Roles, Skills, TeamsLearn how to create roles, skills and teams as part of site administration
Adding another user as a site adminThis article explains how you can add another user as a site admin
Rules
Define and manage the rules that must be followed for some activities like changing shifts
Shift Market RulesThis article will explain how to set the shift market rules that allow users to place their shifts on the market for swapping and gifting
Invoice RulesThis article is for site administrators to set and manage rules for users to send in invoices
Shift RulesThis article is for site administrators to set and manage rules when users can request for changes to their shifts, highlight conflicts
Leave Request RulesThis article will show you how to set the rules to administer leave requests
Direct Messaging Rules for AdminsThis article is on configuration of user access of the direct messaging feature
Alerts
Articles in this collection cover the alerts set and managed by administrators
Admin Shift AlertsCreate and manage alerts when changes are made to a shift.
User Shift AlertsAlert users when their shifts are changed or any of the other conditions are met
Leave AlertsCreate and manage alerts when a leave request is created or approved
Reports
Reports for administrators
Roster Reports (Legacy)Admins can generate analytical and statistical reports for each roster group through roster reports
Communication History LogsSite administrators can view the status of communications sent to all users across the site
Scheduled Exports
Creating roster reports from raw data
Leave Reporting
Other Admin Functions
Articles on some of the other admin functions not covered elsewhere
Term templatesTerms are repetitive patterns of work that occur at defined intervals
Managing shift reminders and acknowledgementsSet automated shift reminders in advance of a shift to users and to roster administrators if there are upcoming vacant shifts
Adding contact settingsPutting an additional line of information in the user profile, roster, location, and phone book profile.
Adding or removing a site holidayAdd and manage site specific holidays in HosPortal
Roster RatesAdministrators can set invoice rates for each roster as dollars per hour or dollars per shift
How to create an event locationThis article allows site admins to create an event location for Events