This is a guide outlining what permissions are required to carry out certain actions in the system, aswell as a small guide as to how user roles interact with each other.

General Permission Rules

Unless stated in the 'Other Comments' below, the permissions apply to each user role as follows:

Admin:

Can access all

Payroll Officer:

Can see all, but can only make changes in certain places

General Manager:

If also a team manager, team manager permissions will apply. If not, can access all.

Team Manager:

Can access all for users that they manage.

Employee:

Can only access themselves.

Custom Permission Checklist

Schedule Permissions

Action	Custom Permissions Required	Other Comments
View schedules	Schedule View	The schedules that employees can see is based on the "Employees can view the full rota" setting. If it is not enabled, they can only see their own schedules.
Create schedules	Schedule Create
Edit schedules	Schedule Edit	Team managers can only update schedules in teams that they manage.
Publish schedules	Schedule Publish	Team managers can only publish the roster if they are a manager of at least one team being published, but they will only publish the schedules in their managed teams.
Lock Roster	N/A	This is only available to admins.
Edit Roster Templates	Roster Template Edit	This is unavailable to employees.
Apply Roster templates	Roster Template Create	This is unavailable to employees
See/Edit Roster Projections Configurations	Demand Projection Settings View / Edit	This is unavailable to employees

Leave / Holiday Permissions

Action	Custom Permissions Required	Other Comments
Create Leave Request	Leave Request Create	Employees can only request leave if the Allow staff to enter leave requests setting is also enabled.
Approve Leave Request	Leave Request Edit Edit Status	If update status except self is enabled, they will not be able to approve their own requests Team managers cannot approve their own requests.
See Leave Request Comments	Leave Request View	Employees can only see their own comments
Request Unavailability	Unavailability Request Create	You also need the 'Allow staff to enter unavailability" to be enabled in permission settings. Staff can also only request unavailability with 'Minimum number of days notice required for unavailability' set in the leave settings.
See Leave Balance	Leave Balance View	Leave Types that are set to be hidden, will not show for employees. Team managers can only see their own balances if the leave type is not hidden. Temporary employees cannot see any balances.
Recalculate Leave Balance	Leave Balance Edit User Edit	This is only available for general managers, payroll officers and admins
Import/Export Leave Balances	N/A	This is available to Payroll Officers and Admins only
Update Leave Year	Settings View Edit	This is only available for admins

Timesheet Permissions

Action	Custom Permissions Required	Other Comments
Approve Timesheets	Timesheet Approve Own / Approve Others	This is unavailable for employees Team managers can only approve their own timesheet if "Allow team managers to edit/approve their own timesheets" setting is enabled.
See Shift Comments	Shift View	Employees can only see their own comments.

Staff Permissions

Action	Custom Permissions Required	Other Comments
Assign Roles to Staff	User Assign Roles	This is unavailable for employees
Reactivate/Deactivate Staff	User Destroy	This is unavailable for employees
Add Staff Profile Photo	User See Edit
Send Onboarding Invitation	User Invite Create
Edit Onboarding Questions	User Read Sensitive Data	This is unavailable for employees
Apply Tags to Staff	User See Edit Edit Wages	This is unavailable to employees
Add Temporary Staff	User See Edit Assign Roles	This is unavailable to employees Temporary staff needs to be enabled on the account A user can only be assigned as a temporary user, if they only have an employee role.
See Other Users' Wages	User See Wages	This is unavailable for employees Managers can only see wages if Allow team managers to see staff costs
Impersonate Staff Member	N/A	This is only available to admins

Communication Permissions

Action	Custom Permission Required	Other Comments
Create Communication Room	Communication Room Create	This is unavailable to employees. Managers can only create communication rooms if they are a manager of at least 1 team, and they can only create rooms for those teams. This is unavailable to payroll officers, unless they have another user role that allows this.
Delete Communication Room	N/A	This is only available to Admins and General Managers
Create Communication Message	Communication Room Edit View	This is unavailable to employees

Other Permissions

Action	Custom Permissions Required	Other Comments
Edit Key Alerts	N/A	This is only available for admins.
Edit Scheduled Tasks	N/A	This is only available for admins.
Edit Location Business Hours	Location View Edit	This is disabled for employees.
View Dashboard	Dashboard View