Permission Levels Overview
Updated
Permission Level Overview - Site Administrator
ScheduleFlex breaks Permissions into two categories: Site and Team
Site Permissions allow those maintaining the Site, the ability to control how the software operates for all other users.
Team Permissions allow Sites to control who are Schedulers (Managers/Coordinators) creating Shifts, and who are working those Shifts (Members).
Site Permission
Site Permission is defined by the access or ability a user has to control the overall Settings of the software as a whole and can only be granted by other Site Administrators.
If you do not have an Active Site Administrator, contact Support at support@shiftboard.com.
- Site Administrators have global access to Accounts, Teams, Site Settings, the overall software with full access to Support.
- Site Member will be any other user that does not have Site access. These users will not have the ability to change or affect Site Settings. If you have a Site Member that needs Site Administrator Access, please see the Make Someone a Site Administrator help article.
Team Permission Levels
Every person can belong to one or more Teams. On those teams, a person will be either a Member, Coordinator, or Manager.
- Managers have all of the permissions they need to do all of the scheduling for their team, run reports, send messages, view contact and other information, and make some updates to people’s accounts. They may be able to undertake other tasks as well, like approving Timecards, writing Manager Notes, approving and denying Trades or Time Off requests, and other functions.
- Coordinators can add, change, and delete unpublished (draft) shifts and view the whole calendar for their team. Coordinators may have other permissions based on how an organization's Shiftboard site is configured. This is a highly configurable permission level and can even be configured in a way to provide read-only access to client accounts.
- Members are regular workers who need to get their schedule, possibly pick up shifts, clock in/out, submit Time Off requests, edit their contact information, and make other personal updates. However, members cannot view anyone else's information by default.
