Today
Today is the first page you see after signing in. It puts what needs you first, then what’s live, then how far setup has come. Its header reads “Mission board” with your firm’s name.
Needs action
Section titled “Needs action”The Needs action list holds everything waiting on someone at your firm. Each item opens the booking, person or list it’s about. The most urgent come first, for example:
- Bookings short of people on a shift under way, or started with nobody clocked in.
- New requests to quote, website requests to confirm or match to a client, and quotes with a change asked for.
- Quotes waiting for the client, or expiring soon; failed deposits; late fees to charge or waive.
- Bookings with places still open, someone asking to be released, or someone asking to clock in away from the post.
- Credentials and time off to approve, bios to approve, bounced invites and agents who haven’t joined or finished their pay setup.
- Reports to review or overdue, invoices ready to send or overdue, invoice questions to answer, and payout runs ready to approve.
- For the owner: a request from support for more access (Shyld support access).
What you see depends on your role: reports to review appear for those who review them, and payout runs for those who approve them. A viewer sees the same list as Waiting on the team, since a viewer acts on none of it.
When the list is empty it says “Nothing needs you right now”.
What’s live
Section titled “What’s live”Whenever anything is live, and once setup is out of the way, the live map (Overwatch) leads Today. Select it to open the full map. Viewers don’t see positions; they get a Live now card listing the live bookings instead.
Under it, On call now names who hears an urgent alert right now and until when, in your firm’s time zone. Today warns you when:
- Nobody is on call while work is live. Urgent alerts then go to the owner, every admin and every dispatcher until someone is.
- Someone on call hasn’t set up the On call tab, so alerts can’t reach their phone.
Select On-call list to fix either. If a change to the team left hours with nobody on call, a warning names them until they’re covered.
Setup on Today
Section titled “Setup on Today”Until setup is finished, Today shows the Readiness checklist with the next step suggested for your role, and a Waiting on setup card listing what your firm can’t do yet and which step unlocks it. See Setup and Settings.
Select Hide setup to tuck it away for yourself. Today then shows one line with how many steps are done, and Resume and Open in Settings.
Status banners
Section titled “Status banners”Banners at the top say where your firm stands, and never promise what its status forbids:
- We’re reviewing your application, while you wait for approval.
- Stripe is checking your details, Stripe needs more information or Stripe is ready, after you connect Stripe.
- Your account is on hold: you can still see your data and run live and confirmed bookings to the end. Changes to setup are paused.
Ownership offers
Section titled “Ownership offers”If the owner offers you ownership, an Ownership offered card appears on your Today. Select Accept ownership or Decline. See Team and roles.
Milestones
Section titled “Milestones”A few moments play once, are under two seconds and can be skipped:
- Cleared: the owner’s first visit to Today after approval, saying what approval changed.
- Uplink: when you send your application. Vault: when you sign in.
Who can do what
Section titled “Who can do what”| Area | Owner | Admin | Dispatcher | Viewer |
|---|---|---|---|---|
| Bookings, requests and quotes | Changes | Changes | Changes | Reads |
| The live map (Overwatch) | Changes | Changes | Changes | No |
| Approving time, expenses and reports | Changes | Changes | Changes | No |
| Money totals | Changes | Changes | Changes | Reads |
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