Configure Daily Huddles
Before you can use Daily Huddle features, a System Admin must assign the Huddle Admin and assign users access.
- Select Admin > Employee Groups, and create a group for your Daily Huddle Admins. These users are the ones who will create Global Huddles and Global Talking points. See Create Employee Groups for details.
- Select Admin > Portal Settings > Daily Huddle > General Configuration, 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
Admin > User Access, and filter to Field. For all Huddle Admins and users who will be running a
Daily Huddle, assign the Daily
Huddle access.
- In the Module Bundle drop-down, select Field Tools.
- Select the Daily Huddle check box for applicable users.
For more information, see Assign Users Access to Modules. -
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.