Before you start
Before you get started, please make sure you're logged in. Only System Administrators and Location Managers may change staff access levels.
What Are Access Levels?
In short, they determine the ability of staff to access the business.
Pictured below is an overview of what each Access Level allows:
How Do I change Access Levels?
To change an individual employee’s access level, please first navigate to the People page.
Click on the ‘Job Information’ tab.
Under ‘Access Level’, click the drop-down and select the desired access level.
After selecting the desired access level, click Save Details to confirm the change.
To change multiple employees’ access levels in bulk, please navigate to the People page. Please click the small checkbox next to each of the employees that you want to edit.
Next click “Bulk Actions” above and to the right of the list, then “Set Access”.
Select the Access Level you’d like to grant, then click “Save”.
What Should I Use Each Access Level For?
These are your base staff, typically those you want only to clock on and off with no other management of the system. If the employee only needs to work shifts and have no managerial access, grant them this access level.
These are generally your shift supervisors or team leaders. They can schedule within the location(s) that they’re assigned to, as well as approve the times (not pay) of a timesheet. They are never able to view costs, either for a schedule or for an employee, and can never edit an employee’s profile. If you have a team leader who runs a group but has no access to pay, give them this access level.
These are the staff you trust to run a location. They can view costs, approve pay, export timesheets and edit employee profiles. They are completely capable of running a location on their own. Give this access level to payroll officers or managers for a particular workplace.
A System Administrator can do absolutely everything there is to do within the system. They are generally the business owners or administrative heads of the business. Do not make anyone this access level unless you trust them access to everything in the account.