Paola Omodeo

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Articles

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  • Understanding Roles in Axial Shift

    Roles are how Axial Shift controls what your team members can see and do within the platform. Each role determines the level of access a user has—for example:Creating or editing challengesViewing r...

  • How to Assign a Role to a Job

    Some jobs in your organization require more permissions than a standard team member role. For example, Managers, General Managers, and Regional Partners often need access to additional tools or inf...

  • How to Create Messages and Channels in the Axial Hub (App)

    The Axial Hub allows you to communicate with your team through private messages, job-based channels, or direct messages. Follow the steps below to create each type of conversation using the Axial S...

  • Understanding Jobs, Roles, and How to Attach Them in Axial Shift

    In Axial Shift, managing your team efficiently requires a clear understanding of jobs, roles, and how they interact within the platform. This article will guide you through these concepts and show ...

  • How to Create a Daily Guide Task in Axial Shift

    Daily Guide Tasks in Axial Shift are a powerful tool for keeping your team organized, accountable, and consistent in their day-to-day operations. Whether you need to assign recurring tasks, request...

  • How to Create Schedule Groups in Axial Shift

    Organizing your schedule by job codes in Axial helps streamline scheduling and gives you better visibility into your team’s coverage. One of the best ways to do this is by creating Schedule Groups,...

  • How to Hide Job Codes on the Axial Shift Scheduler

    In Axial Shift, there may be times when certain job codes are no longer needed for scheduling purposes but still need to remain in your system for record-keeping. Rather than deleting them, you can...

  • How to Hide and Unhide Team Members in the Axial Shift Scheduler

    Ever wish you could clean up your schedule view for a week without deleting anyone? Good news—you can! Axial Shift makes it simple to hide or unhide team members from your scheduler with just a cou...

  • How to Add a Form to Your Logbook Channel in Axial Shift

      Once you’ve created a form in Axial Shift, the next step is to make it accessible to your team by adding it to a specific logbook channel. Follow the steps below to easily attach your form where ...

  • Setting Up QuickBooks Integration (Administrators Only)

    Complimentary to all Axial users, our seamless integration with QuickBooks Online eliminates the need for manual data entry of sales, payments, petty cash, tips, and taxes. This integration not onl...