Forum Discussion
Teams - Shifts
Microsoft Teams Shifts permissions are mainly driven by Teams roles:
Role Can modify others’ shifts? Can create shifts? Can request time off/trades? Team Owner Yes Yes Yes Team Member No No Yes (only for themselves) Guest Very limited or no access No Usually no
What you should do:
- Ensure your agents are assigned as Members, not Owners, so they cannot modify other people’s shifts.
- To check roles:
- In Teams, go to the Team > click the ... next to the team name > Manage Team > check the Members tab.
- Fine-grained permission controls inside Shifts are limited today.
- For more advanced governance, explore Microsoft Graph API or Teams Admin policies, but note those are still somewhat limited for Shifts.
How to get a historical report in Shifts (past notes, schedules, etc.)?
The native Shifts UI does not provide detailed historical reporting with notes and changes out of the box.Workarounds:
- Manual export:
- In Shifts, click the gear icon (Settings) > Export schedule.
- You can export historical date ranges into Excel, which includes shifts, assignments, and time off.
- Microsoft Graph API:
- Use the Shifts API to programmatically pull past schedules, shift swaps, time off requests, and notes.
- Power Platform solution:
- Build a Power Automate flow to log changes over time into Excel, SharePoint, or Dataverse for a permanent, auditable record.
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Microsoft Teams Shifts permissions are mainly driven by Teams roles:
| Role | Can modify others’ shifts? | Can create shifts? | Can request time off/trades? |
|---|---|---|---|
| Team Owner | Yes | Yes | Yes |
| Team Member | No | No | Yes (only for themselves) |
| Guest | Very limited or no access | No | Usually no |
What you should do:
- Ensure your agents are assigned as Members, not Owners, so they cannot modify other people’s shifts.
- To check roles:
- In Teams, go to the Team > click the ... next to the team name > Manage Team > check the Members tab.
- Fine-grained permission controls inside Shifts are limited today.
- For more advanced governance, explore Microsoft Graph API or Teams Admin policies, but note those are still somewhat limited for Shifts.
How to get a historical report in Shifts (past notes, schedules, etc.)?
The native Shifts UI does not provide detailed historical reporting with notes and changes out of the box.
Workarounds:
- Manual export:
- In Shifts, click the gear icon (Settings) > Export schedule.
- You can export historical date ranges into Excel, which includes shifts, assignments, and time off.
- Microsoft Graph API:
- Use the Shifts API to programmatically pull past schedules, shift swaps, time off requests, and notes.
- Power Platform solution:
- Build a Power Automate flow to log changes over time into Excel, SharePoint, or Dataverse for a permanent, auditable record.
------------------------------------
Don't forget to mark as solution if my answer suits you
Many thanks for your help Mr. Jenkins! This is very helpful. Just want to confirm that any changes to Owner/Member settings under Team members will carry over to the Shifts module?