Setting Up Alerts & Permissions

Stay on top of employee activities with text alerts and customized permissions.

Note: Alerts & Permission settings require the Essentials & Plus plan to use depending on your configuration.

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Where to Find Alerts & Permissions

1. While signed into your Homebase account on the web, click Settings on the left side of the screen.
2. Click Alerts & Permissions under the Scheduling section.

 

Note: For each setting change, remember to Save changes in the top right corner.

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Alerts & Permission Breakdown

Intended Access Level	Type of Alert	Summary of Alert & Permission	Required Plan to Use
Employee	Text the schedule to employees	Send the schedule to team members via an SMS message. Note: Team members must have their notification preferences setup to receive SMS messages. For more info on how to do this, see here.	Essentials
Employee	Employees can only view their own schedule	Employees will only be able to see their shifts when they go to the Schedule page in Homebase. Note: This is applied to the web & mobile app versions of Homebase.	Plus
Manager	Notify managers when an employee does not clock in after [X] mins	Managers will receive a late alert for employees who do not clock in a designated amount of minutes after their schedule shift begins.	Essentials
Manager	Require manager approval for employee availability requests	Managers will need to review each Availability request submitted by employees. Note: By default, Availability submitted by employees will automatically apply to the schedule. For more info, see here.	Essentials
Manager	Allow managers to build and publish schedules for their assigned departments only	Managers will only be able to create, edit, and publish shifts for their departments configured in Departments & Roles. Note: For more info on setting up Departments & Roles, see here.	Plus