Access levels, and when someone leaves

For owners and managersYour team1 minute read

The three access levels

• Owner: everything, including business details, billing, the payroll connection, pay rate imports, loadings, and who has manager or owner access.
• Manager: rosters, approvals, the payroll send, adding employees and setting pay rates.
• Employee: their own shifts, clocking in, timesheets, availability and requests, in the staff app.

Change somebody’s level from their page on Team with Edit, then Access level. Only the owner can change an access level.

Limit managers to their own venues

1. 1

   Open Settings, then Business

   Under What managers can reach, choose Only the venues they are assigned to. Only the owner sees this setting.

   

2. 2

   Give each manager their venue

   Open the manager’s page from Team, press Edit and choose their Venue.

3. 3

   What changes for them

   They see only their venues on the roster, timesheets, team, reports and Inbox, with a note such as You are seeing part of this week. Clocking and notification settings become read only, and they cannot add venues.

When someone leaves

1. 1

   Open their page from Team

   The owner sees a box headed Deactivate with the person’s first name.

2. 2

   Press Deactivate, then confirm

   They lose access straight away and stop counting towards your plan. Their timesheets and history stay.

3. 3

   Bring them back later

   Deactivated people are listed at the bottom of Team. The owner presses Reactivate, and they are sent an invite.

More than one workplace

Somebody who works at two businesses on Roster Flow moves between them with Switch workplace: in the account menu for managers, or under More, then Security, in the staff app. Switching signs them in at the other business.

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