Video library
Client operations4:06
Client-created shifts
Let clients or facilities create shifts from a controlled workspace while internal teams keep fulfillment oversight.
Operational question
How can a client or facility create demand without receiving full admin access?
Before Teambridge
Clients need to add shifts, but internal teams need to protect sensitive users, rates, configuration, and cross-client data.
After setup
A scoped client workspace lets the facility create or manage allowed shift records while Teambridge keeps internal permissions intact.
Setup you should understand
- A client or facility access group
- Workspace visibility limited to the schedule area
- Collection permissions for Shifts
- Location-based data filters
What to watch for
- Access groups control the experience
- Data filters prevent cross-location visibility
- Field permissions decide what the client can edit
- Internal admins retain fulfillment oversight
Video takeaways
The main ideas to retain after watching
- Create client access
- Limit fields and actions
- Route new demand
- Keep admins in control
Related concepts
Access groupsWorkspacesCollection permissionsSchema permissions