How ShiftSwap works
Walkthrough for admins and agents. Tabs below match what you see in this app.
Admins set up the team, publish schedules, and approve swaps before the calendar changes.
Home
Activity and approvals
Team
Roster and invites
Schedule
Calendar and setup
Swaps
Approve cover
Board
Announcements
- 1
Create your workspace
From the welcome screen, choose Create workspace. Use your work email and a password. If approval is required, wait until your account is approved before continuing.
- 2
Name your team
Onboarding
After sign-in, name your company or floor team (for example Night Hawks · Team Alpha). You become the first admin for that workspace.
- 3
Invite agents
Team
Open Team and invite each agent by email. They must use Join a team on the login page with that same email to set a password. One invite equals one account.
- 4
Assign shifts
Schedule → Set up
Go to Schedule and tap Set up schedules. Pick each agent, choose morning / mid / graveyard bands, and save their weekly pattern. The team calendar fills in from there.
- 5
Publish the week
Board
Post on the Board when a new week is ready (optional but helpful). Agents see updates on Home and Board instead of digging through chat.
- 6
Approve swaps
Swaps
When an agent claims cover, the swap moves to Pending approval. Open Swaps, review who is covering whom, and tap Approve swap. The schedule updates automatically.
- 7
Watch the dashboard
Home
Home shows open cover requests, swaps waiting on you, and new board activity so you know what needs attention.
Swap flow
Post or claim → Pending approval → Admin approves → Schedule updates. Everyone sees status on the calendar.