Permission level summary

Overview of permissions in RosterElf

This article explains the different permission levels in RosterElf and how to manage them. It outlines the roles of Admins, Managers, and Assistants, detailing their access across the platform. By understanding the permissions structure, you can assign roles to users based on their responsibilities within the organisation. This guide will help you manage user access levels, ensuring staff have the right permissions to perform their roles while maintaining security and control over your RosterElf account.

1. Basic staff permissions

When adding a new user to RosterElf, they begin with basic staff permissions. These include access to view shifts, receive notifications, and update their availability and personal details. This section explains the starting point for all users and the actions they can perform with basic access.

1.1 Understanding basic staff access

1.1.1 New users start with regular Staff permissions.

1.1.2 They can view shifts and receive notifications.

1.1.3 Staff can update personal information, such as email and phone number.

1.1.4 Basic staff cannot manage or alter any settings beyond their profile.

2. Elevated permission levels

RosterElf offers three elevated permission levels: Admin, Manager, and Assistant. These levels provide greater control and access to various parts of the platform. This section describes each level, their distinctions, and how they apply to different parts of your account.

2.1 Admin permissions

2.1.1 Admins have access across the entire account.

2.1.2 They can manage users, settings, and account-wide configurations.

2.1.3 Admin permissions apply uniformly to all sites within the account.

2.2 Manager and assistant permissions

2.2.1 Managers and Assistants have access limited to specific sites.

2.2.2 A user can be assigned these roles at one or more selected sites.

2.2.3 Managers can view financial data related to rostering, unlike Assistants.

2.2.4 If a user is not assigned as a Manager or Assistant for a site, they hold basic Staff permissions.

3. Managing staff permissions

Managing permissions effectively ensures that users have appropriate access to perform their duties. RosterElf provides multiple ways to manage permissions, depending on your needs. This section outlines how to assign and adjust permissions through the Sites tab, Settings dropdown, and Staff tab.

3.1 Assign managers via sites tab

3.1.1 Go to the Sites tab to manage Manager and Assistant roles.

3.1.2 Click on the relevant Site.

3.1.3 Click on the Managers tab from the pop-up view.

3.1.4 Click on the "+" symbol on the top menu.

3.1.5 Select the relevant person who will be a manager for the site and click update.

3.2 Manage admins via settings

3.2.1 Navigate to Settings.

3.2.2 Click on Permissions from the dropdown menu.

3.2.3 To add an Admin, click the Plus (+) button, choose the user, and click Update.

3.2.4 To remove Admin access, hover over the user's name and click the X.

3.3 View all permissions via staff tab

3.3.1 Access the Staff tab for an overview of all user permissions.

3.3.2 Use the Permission Level filter to find users by their access levels.

3.3.3 Select a user and go to their Permission tab to modify their access.

3.3.4 Assign Manager or Assistant roles to specific sites as needed, or hover over the site to remove the permission by clicking on the X.

3.3.5 Click Save to confirm changes.

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