There are three different roles that a user can be assigned to: Admin, Manager, and Member. Each role has its own different function and set of permissions.
This article covers:
Here's a table of the default settings per role:
The different roles explained
Every organisation has one organisation Owner who is the creator of the organization. The owner is a "super user" and has access to change everything in the organisation. Owners can never be removed.
If you need to change ownership of the team, shoot us a message.
If you have employees that basically need the same permissions as the owner, it makes sense to turn them into an admin. By default admins can:
Add, edit and delete all team members in the organization
Add, edit and delete all time entries (timesheets) of all team members in the organization
Make changes to organization settings
These permissions can also be customized from someone's individual profile (see below).
“Normal” members are your staff members that need to clock in and out in the way that you want them to. Rules and restrictions set up in Policies under Time Tracking settings apply to all these team members.
Members can be "Managed By" Managers. By default, managers are able to:
Make changes to the groups they manage by customizing the group settings.
Make changes to their team members they manage by editing their information details only.
Make changes to their team members’ time entries they manage by adding, editing and deleting their timesheets, including clocking and out for them.
Make changes to the groups they manage by customizing the group settings
Alternatively, these settings are also configurable under the manager's individual profile settings if you need a specific manager to have more permissions.
Customizing default role permissions
All roles have a default set of permissions (see table above).
If you want to customize these default permissions for all managers and/or members, go to Organization settings > Permissions tab.
Customized default permissions apply to all people that have that role unless the permissions are individually overridden. (see "customizing individual permissions" below).
Changing someone's role
You can change someone's role on their profile page
Go to People > Click on the user's name
Hit the pencil icon to edit and go to "Role"
Change the role and hit "Save"
In the example above, this user would now be an Admin.
Or you can change someone's role on the People page.
Hover on the person's row
Click on the three-dot icon at the end of the row
Click "Change role"
Change the role and hit "Confirm"
Customizing individual permissions
You can customize an individual's specific permissions by clicking on "edit permissions". You are only able to do this for a manager or an admin.
Depending on their role, you'll have different options. For example, when you adjust an admin you'll see: