Topic:
Configuring contacts' ability to manage schedule availability from the Everbridge Member Portal.
Description:
The ability for contacts to manage their availability in the Member Portal can either be enabled or disabled using a setting found in the Organization. Disabling or enabling this feature can be done by following the steps below:
- Log in to the Manager Portal and select the appropriate organization from the upper right-hand corner.
- Select Settings tab from the top menu bar.
- Select Contacts and Groups or Contacts/Assets from the menu on the left.
- Select Scheduling from the sub-menu.
- Select the checkbox next to Enable schedule self-service for availability and replacement.
- Click Save.
When Enable schedule self-service for availability and replacement is enabled, contacts can access and update their availability through the Member Portal using the Published Calendars or On-Call Schedule links. Everbridge Suite includes built-in calendar functionality as part of its Scheduling feature. Administrators with the appropriate permissions configure Scheduling and self-service in Organization Settings, manage calendars from the Scheduling subtab, and can link calendars to contact groups for on-call notifications. Calendars can also be used with polling notifications to gather availability information from contacts.
Important Notes About Reporting Unavailability
When contacts report unavailability in the Member Portal, please be aware of the following limitations:
- The Notes column is automatically populated with unavailability time and employee replacement information and cannot be manually edited.
- Currently, there is no built-in setting to limit the contacts listed under the Replacement section. This means all organization staff may be visible when selecting a replacement.
Requesting a Scheduling Walkthrough
If you would like a live walkthrough or demo of Scheduling and related features (for example, Scheduling and Crisis Management), contact your Everbridge account representative. They can schedule a meeting, include product specialists as needed, and review Scheduling capabilities and related modules.