View and configure general settings
Overview
This section allows admins to view and configure the general settings for the Skedulo web app.
Tip
Access to the admin settings is provided via the user profile button (at the top-right of the console).Access
In the access section the following settings can be configured:
Restrict resources from logging into the web app.
When access restrictions are enabled, users solely assigned to the role of “resource” will not be able to log into the web app; instead Log into the mobile app will be displayed.
Roles are assigned using the onboarding wizard.
The default value is ON.
Support
In the support section the following settings can be configured:
Use default supplied email address
This setting allows admins to have full control over where their support emails are sent. Emails that are sent to support using the Skedulo mobile app are pre-addressed with the address defined here. Switching this setting OFF allows admins to insert their company’s support email address so that their resources can send support requests directly to their organization’s internal IT team. Also, see the Skedulo mobile app settings documentation.
Note
This feature is only available using the Skedulo mobile app.The default value is ON (i.e., emails are pre-addressed to support@skedulo.com).
Calendar
In the calendar section the following settings can be configured:
Exclude pending dispatch allocations in iCal
By default, a calendar event (or iCal event) is posted before a job gets dispatched. However, some organizations prefer to have their calendars synchronize after the job has been dispatched to their resource(s). When this option is enabled, iCal events will be generated on dispatch only.
Also, see the Skedulo mobile app documenation on iCalendar (iCal).
The default value is OFF.
Enable creation of Salesforce events for Skedulo jobs
When enabled, the system will synchronize jobs created in Skedulo with the Salesforce calendar.
The default value is OFF.
Swimlanes
You can enable the following settings under Swimlanes.
Enable working hours
Once enabled, the swimlanes will only show time slots for the working hours that have been defined. The current working hours are configured in the swimlane settings (the drop-down menu (or three dots) at the right of the swimlanes’ action bar). Also, see more information about the swimlane settings.
The default value is OFF.
Hide travel times in swimlanes
When enabled this setting will disable travel times being shown in the swimlanes, i.e., the thin black bars in front of job cards will disappear and the average travel time field above the swimlanes will be blank.
The default value is OFF.
Shifts
You can configure the following functionality under Shifts.
Enable shifts
When this setting is on, schedulers will be able to create shifts and allocate resources to them. Also, see additional information about shifts and note that Shifts need to be added to the navigation menu for users to be able to make use of this feature.
The default value is OFF.
Filter displayed shifts by region
Once enabled, a filter can be applied (in the swimlanes or job details) to display shifts based on their region (a configurable field on the shift card). Also, see additional information about shifts.
The default value is OFF.
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