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Manage User Access

Assign Workforce Scheduling personas to the users who schedule, dispatch, and perform work.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To assign Workforce Scheduling personas: Workforce Scheduling Admin
  1. From Salesforce Go, search for and select Workforce Scheduling Data & Permissions.
  2. Next to Manage User Access, click Manage.
  3. Select the persona that you want to assign to a user. For example, Workforce Scheduling Dispatcher.
  4. Select or search for a user and click Assign.
  5. Assign any additional personas or users and then click Done.