Configure Daily Huddles
Before you can use Daily Huddle features, a System Admin must assign the Huddle Admin and assign users access.
- Select Create Employee Groups for details. , and create a group for your Daily Huddle Admins. These users are the ones who will create Global Huddles and Global Talking points. See
- Select , and assign the employee group that you created in step 1.
- Review the remaining settings in the General Configuration section. Select each portal setting title to see default values, additional details, and notes.
To assign access to Daily Huddle, select
Field. For each user who will be running a Daily Huddle and all
Huddle Admin, assign the Daily
. , and filter to
For more information, see Assign Users Access to Modules.
- In the Module Bundle drop-down, select Field Tools.
- Select the Daily Huddle check box for applicable users.
After the System Admin completes configuration steps, the Huddle Admin must to
complete Huddle Admin Actions in
order for users to be able to create huddles and talking points.
Note: If you are the System Admin and the Huddle Admin, log out of Field Management and then log back in before continuing to Huddle Admin Actions.