Role permissions in Rotas and Workforce Management
Rotas and Workforce Management has four main hierarchical roles:
Administrator
Manager
Supervisor
Employee
For each level, a basic role with the same name is offered for your use.
These roles all have specific permissions, which we'll cover later.
Apart from the administrator, who is by default the manager of all location, each user can have a different role for each branch.
This constitutes your organisation's role hierarchy.
★It's important to note how notifications work in Rotas And Workforce Management. Notifications are always sent to the person's immediate superior. Find out more about the notification system.
E.g.: An administrator will receive notifications from all his employees unless he sets up a manager or supervisor in the organisation.
It is possible to create customised roles to give or remove permissions.
Where to go
You can change employee roles at any time under Employees ➡️ Roles and positions.
A) Administrator Role
1) Administrator
An Administrator has complete oversight of your account.
Create and manage locations
Create employees and assign all roles
Manage settings
Payroll export
To change a member's role, go to roles and positions on the employee profile
2) Manager
A Manager has the same access as an Administrator except:
Access can be scoped to certain locations only
Settings menu is not available
Manager can view hourly rates and manage payroll (this option can be disabled using the customised roles)
3) Supervisor
A Supervisor has the same access as a Manager except:
His role can be scoped to locations and positions
He cannot create a Fixed Terminal for clocking
He cannot approve his own time entries
He can never see hourly rates, salaries and wages
To create a supervisor, you must also select the positions that are supervised
4) Employee
An Employee does not have access to any management feature.
Employees can:
view schedule and set notification preferences
Use the time clock
Use the messenger and comment on his shifts
Employees cannot:
View hourly rates, wages nor salaries
5) Permissions table
