Roles and Access Levels

Roles

This is how staff are selected for certain shifts; a role comes with a requirement on the job the staff member will be performing for that shift. Different roles can also be paid different hourly rates.

A staff member can only work a shift if they have been assigned the same role. A duty manager shift can only be worked by a staff member that has been added to the Duty Manager role.

Common alternatives: skills, group, type

Levels

A level is the access a staff member has on the site. This dictates what they can see and what they can’t on the site. Normally the levels of access mirror your internal levels of seniority within your workplace; staff, team leader, duty manager, venue manager, chief executive.

 Access Levels

Access levels are set up and managed under Staff > Staff Settings > Access Levels.

We provide default access levels but we recommend these are customised for your organisation so they fit with your terminology and hierarchy. Access levels are critical for managing permissions in the system but they also allow some additional features.

Each access level can have its own unique set of permissions assigned to it which might not share any similarities with other access levels (e.g. HR and Payroll teams might have completely different permissions). In general however, the levels have more access to the system as you go down the list.

You can copy, create afresh or remove any of the levels which are not in use by active accounts on the system. The View button allows you to see who is assigned to an access level.