Invite a colleague to a Shift

Running a Shift is usually a team effort. Here is how to bring colleagues into one.

Sharing a Shift gives a colleague access to the brief, the plan, and the insights. You choose what they can do: view it, edit it, or stay out. You can update access whenever you want.

A quick note. This guide covers people who are already part of your Shiftic workspace. If the colleague you want to add is not in the workspace yet, your workspace admin can add them as a user first.

Step 1. Click Invite from inside the Shift

Open the Shift you want to share. Click the Invite button in the top right.

Step 2. Open the Share Shift dialog

The Share Shift dialog opens with two sections:

• People with access. Everyone who can already see or edit this Shift. You will see yourself listed as Owner.

• Team members. Everyone else in your workspace. They start with No Access.

Step 3. Set the access level for each colleague

Click the access dropdown next to a team member and pick one of three options:

• Can edit. They can change the plan, add or update interventions, and manage the brief.

• Can view. They can see the Shift and follow progress without making changes.

• No Access. The Shift stays hidden from this person.

  Repeat for every colleague you want to bring in. You can mix access levels in the same dialog.

Step 4. Save your changes

Once you have set access levels, you will see Changes pending in the bottom left. Click Save to confirm.

Your colleagues now have the access you chose. They will see the Shift in their workspace the next time they sign in.

Access levels at a glance

Good to know

• You can update access any time. Open the Share Shift dialog, change the dropdown, click Save.

• If a colleague is missing from the Team members list, they are not in your workspace yet. Your workspace admin can add them.

• Changes only take effect when you click Save. Closing the dialog without saving will discard them.