FAQ – Visibilité du planning entre moniteurs

Can Yoplanning be configured so that two specific staff members can only see each other's schedules?

Yes, it's possible using the staff's personal teams.

In Yoplanning, each staff member can have their own personal team. This allows them to manage an individual schedule, independent of the school's main team. To allow two staff members to view each other's schedules, they simply need to add each other as members of their respective personal teams.

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Steps to follow

1. Mutual invitation

• Staff A invites Staff B to join their personal team.

• Staff B does the same by inviting Staff A into their own personal team.

2. Define access rights

When sending the invitation, each staff member can choose the level of visibility they wish to grant:

• View only availability (without access to session details).

• View the complete sessions, with the information visible

3. Create a custom role (optional)

If the default roles are not sufficient:

• Go to Configuration > Roles.

• Create a specific role with limited access to the desired information (e.g., scheduling only).

• Apply this role to the guest when adding them to the team.

Define the rights and roles of staff

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Advantages of this method

• Confidentiality respected: each staff member retains control over the shared data.

• No impact on the main team: rights are managed at the personal team level.

• Flexible: it is possible to open access to other staff or collaborators if needed.

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Common problems and solutions

Issue	Solution
The schedule of the other staff is not visible	Verify that the invitation has been accepted and that the assigned role grants access to the schedule.
Too much information is visible	Create a custom role with restricted rights (e.g., "View schedule only").
I don't see the personal team in my menu	Make sure you have accepted the team invitation. Refresh the application if necessary.