Roles and permissions
A role is a set of permissions: change what each role can do, or make your own.
Every person has one main role and can hold extra roles on top. Together they allow everything any one of them allows, for the widest group of people any of them covers. The database checks it on every request, not only on screen.
The roles you start with
- Employee: records their own time and asks for time off.
- Team lead: also approves time and time off for people at their locations.
- Manager: also manages people, sees pay and runs reports for their locations.
- Admin: Full access to everything, everywhere.
Change a role or add one
- Open Settings, then Roles and permissions.
- Open a role, or choose New role and give it a Role name.
- Under Who this role covers, choose Only themselves, Their locations or Everyone.
- Under What this role can do, tick the permissions.
- Choose Save role (Add role for a new one). Everyone with that role changes straight away.
To give someone a different role, or to change one or two things for one person only, see Change one person's role and access.
Admins approving their own
Under Settings, Roles and permissions, an admin can switch off admins approving their own timesheets and time off. Another approver then has to decide them.
Where to find it
SettingsRoles and permissions
Who has it: People with the Roles permission. If it is not in your menu, your role does not include it.
If something goes wrong
- I cannot delete a role.
- First move its people to another role. The Admin role cannot be removed.
- A team lead sees too many people.
- Set Who this role covers to Their locations, and check each person's locations.
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