Set up shift roles and who holds them

1. Open Settings, then Team & access. Roles lists the jobs that checks and Actions can go to.
2. Tap Add a role and give its name, for example Maintenance lead.
3. Under How is it held?, choose Changes each shift (someone takes charge on Today) or Held by named people.
4. Tap Add the role, then Choose who holds it, or Choose who can take charge.
5. To change one later, tap Rename or Archive.

When it’s done

“Role added”. Checks and Actions can now be allocated to the role.

If it doesn’t work

• It says nothing was saved: try again.
• Someone isn’t in the list to choose: they need to be a member of the home first.