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Self Sign-up

Tom Metz -

The Self Sign-up feature allows team members view available roles on their team and "sign-up" for them on their own.  At this time, they can only do this in the desktop version of, though it will be available on mobile devices soon.  Here is how to use this new feature.


Enable it for Your Team

First, you must make sure it is turned on for your team (you must be the team leader or an account admin to do this). Navigate to the Team Settings page, and set this option to "Yes", then click "Save and Close"


Update Your Team and People

For someone to sign up for an available role, they must:

  1. be a member of your team
  2. have the role as a skill

To make someone a member of your team, go to the "Members" tab for the team, then click "Edit Members, Leaders, and Roles" and drag people from the "All Users" panel on the left to the "Non-leaders" panel.  Members are not required to have a primary role, so you don't have to set that for each person.

Now you'll need to make sure each person has the right skills defined.  To do so, click on the person's name and click the "Edit" button.  Change to the "Skills" tab for that person, and select the checkbox for each skill the person has (and thus can subsequently sign up for a matching role).  Be sure to click "Save" when done.


Make Roles Available for Sign-up

This is the easy part.  Just schedule roles for services on your team, like usual (go to the people scheduling page and drag a role into a service for your team).  Any roles scheduled that don't have anyone assigned, or are "Declined" by someone, will be available for self sign-up.  In the image below, every role listed is available for someone to sign themselves up, if they had a matching skill.


When Someone Signs Up

When one of your team members sign up for a role at a service, you'll see a next to their name, just like if you had schedule them and they accepted.  You will get a notification at the time they sign up if either of the two conditions are true:

  • They enter an optional note when they sign-up
  • You have Assignment Response notifications turned on for "Accept" for your team (check the Team Setting to configure this)


How Your Team Members Sign Up

To see your team members can find and sign-up for roles, check out our support document (which is accessible by your team members).





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