Set permissions with roles

Control what each group of staff can see and do.

Table of Contents

A role is a named set of permissions. Everyone with that role gets the same access, so one change applies to all of them. Open Team, then the Roles tab, to see each role with its permission and staff counts.

Create or edit a role

Click New role, or click an existing role.
Enter a Role name and a Description.
Tick the permissions you want. The box beside a group name ticks every permission in that group.
Click Save.

A role marked Built-in always has every permission and can't be changed.

Give a role to someone

Open the staff profile, go to Role & locations, pick the Role and click Save changes.

Delete a role

Open the role and click Delete role. Move its staff to another role first, because the button stays off while anyone holds it.

Up next

Next, read Create a shift.