| Note: From October 1st, we're introducing new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email soon with all the details you’ll need. Learn more about the new plans and what this change means for you. |
This article covers Global Visibility permissions from the custom roles and permissions, Permissions Table. Check to see if custom roles and permissions are available on your plan here.
In this article, we will explore:
-
The default permissions for common Deputy roles. This will help you understand the expected behavior for each role and permission.
- Note: Customizing a common role or creating a new one will alter these default settings.
- What each permission controls and links to related help content for that feature.
Global Visibility Permissions
- Default Permissions for Common Roles
- 1. Select team members and areas from all locations
- 2. Manage team members from all roles
Global Visibility
Default Permissions for Common Roles
|
Permission
|
Advisor (Not Editable) |
Employee
|
Supervisor
|
|
Payroll Admin (Deputy Payroll Only) |
|
| Select team members and areas from all locations | ||||||
| Manage team members from all roles |
1. Select team members and areas from all locations
If the Permission column for this role contains a green check mark, a team member in this role can select team members and areas from all locations within the organization.
They are able to see and select a team member, even if the team member is not directly assigned to them or their location within the organization.
Note: This permission is required for someone that wants to borrow team members from a different location when scheduling. It is also needed for reassigning areas when approving timesheets.
2. Manage team members from all roles
If the Permission column for this role contains a green check mark, a team member in this role can manage, including promoting or demoting, all team members within their assigned locations regardless of their position in the organization hierarchy.