Self Allocation
Self Allocation Setup Process
The Self Allocation setup process involves three key steps: Selecting the appropriate configuration Confirming a launch date Communicating the changes to your organisation prior to launch This guide outlines the available configuration options and ...
How to Manage Self Allocation Requests (Manager)
When a team member requests to join a team that requires Manager approval, the manager responsible for that team will receive a notification. From there, managers can review the request and either approve or decline it. You can access pending ...
Self Allocation Audit Log
Admins can review how users move between teams using the Self Allocation Audit Log. This log provides a complete audit trail of team member requests, including those that were approved, declined or did not require review. Where To Find It You can get ...
How to Manage Self Allocation Requests (Admins)
When a team member requests to join a team that requires Admin approval, all Teamgage Administrators are notified. You can review the request, approve or decline it, and view a complete history of all Self Allocation activity. You can access pending ...
Understanding Self Allocation in Teamgage
Self Allocation allows team members to update the team they belong to during a Huddle or Survey submission, without needing a Teamgage Administrator to manually make the change. Depending on how your organisation has configured Self Allocation, team ...