Roles, permissions and staff records

Three roles cover a small business. Everyone has a profile with their contact details, their photo and their own record of hours and attendance.

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NONadia O.Owner

APAshwin P.Manager

MLMei L.Employee

Shown with sample staff, hours and rates.

What it does

Owner, manager and employee, with different views
Profiles with contact details, emergency contact, job type and start date
Profile photos, shown on the roster
Two step sign in and a list of signed in devices
An audit trail on every change, and a deactivation that ends access and billing

Why it works this way

The decisions behind it, and what they are better than.

Three roles instead of a permissions matrixA small business does not need thirty checkboxes to describe who can do what. Owners handle billing and access, managers run rosters and approvals, staff see their own shifts.

Contact details where you need themWhen somebody has to be rung at six in the morning, their number should be one tap from the roster, not in a spreadsheet on the office computer.

Leaving is cleanDeactivate somebody and their access ends and they stop counting towards your plan. Their history stays, because you may still need it.

What you get out of it

Managers can run the week without youThey get rosters and approvals. They do not get your billing.

You recognise who is onPhotos on the roster help, particularly with a large casual team.

Every change is answerableWho changed it, when and why, kept for as long as you need it.

How it works

1InviteAdd a person, choose their venue and access level, and send the invite.

2They fill in their own detailsContact details, a photo, and their work rights if they are on a visa.

3Change it laterPromote a supervisor to manager, or reset a password, in two clicks.

A manager standing with colleagues around a table

What it does not do

Said plainly here, so nobody finds out after they have set it up.

Three roles rather than a custom permissions matrix
There is no single sign-on. Two step sign in protects each account

Go further

Trust and dataWho can see what, and where it is kept.Invite your teamAccess levels, step by step.Care and support workRecords you may need to show later.

Where people, roles and records comes up

The industry and trade pages that lean on it.

Questions about people, roles and records

What user roles does Roster Flow have?

Three: owner, manager and employee. Owners add billing, the payroll connection and the loadings, managers build rosters, approve hours and set pay rates, and employees see their own shifts, clock in and make requests.

Does Roster Flow keep an audit trail?

Yes. Shifts, clock times, corrections and approvals are stored with who made the change and when, and owners and managers can read the trail in Settings.

Does Roster Flow support single sign on?

No. There is no single sign on. Any account can turn on two step sign in with an authenticator app, and account settings lists every device the account is signed in on.

What happens when an employee leaves?

Deactivating them ends their access straight away and stops them counting towards your plan. The hours they worked stay on the record, because you may still need them.