This article explains the permissions used to manage your organisational hierarchy, including who can create and manage Locations, Areas, and Group Tasks. It can help you select the appropriate permissions when creating a custom access level.
 

Before you read

• Target audience: This article is for users with System Administrator access.
• Plan restrictions: To check whether your plan includes custom access levels and permissions, see the Customization & Security section of our Pricing Plans.
• Feature update: Custom access levels has a new look in Business settings. The changes are being gradually rolled out and will soon be available in all eligible Deputy accounts. If you're not on the new access level experience, go to Classic custom access levels and permissions (Discontinuing).

This article covers:

• Location controls permissions
  • Edit location details and settings
  • View all locations and pay centres
  • Create and edit all locations and pay centres
• Area controls permissions  
  • View area details
  • Add areas, and edit area details
  • View group tasks
  • Create and edit group tasks
     

Location controls permissions

Tip: Decide who should be able to update existing location details (like operating hours) versus who should be able to modify the broader company hierarchy. We recommend giving Edit location details and settings access to users managing day-to-day site operations, while restricting Create and edit all locations to those responsible for company structure.

 Edit location details and settings

• If turned ON: Users can change details like the address, phone number, or operating hours for locations they are assigned to manage. They can't create or delete locations.
   
• If turned off: Location details are read-only for the user.
   

 View all locations and pay centres

• If turned ON: Users can see settings for every location and pay centre in the company hierarchy, even those they aren't assigned to.
   
• If turned OFF: Users can only see and interact with the specific locations assigned to their profile.
   

 Create and edit all locations and pay centres

Dependencies: This permission must remain OFF for the Location Manager role to function correctly. Ticking it will allow users to manage locations outside of those assigned to them.

• If turned ON: Users have administrative control to add, change, or delete any location or pay centre in the entire business.
   
• If turned OFF: Users cannot add or modify locations and pay centres, or delete existing ones.
   

Area controls permissions

These permissions control who can view, create, and manage work Areas and Group Tasks within a location in Deputy.

For example: In a retail store, you might want to create an 'Online Orders' Area seperate from the main Sales Floor. You’ll need to decide whether Supervisors can set up and manage settings for that Area, or if those changes should be handled by the Store Manager.
 

 View area details

• If turned ON: Users can view the details of existing Areas, for locations they manage.
   
• If turned OFF: Users cannot view the details of existing Areas, for locations they manage.

 Add areas, and edit area details

Dependencies: Turning this permission ON will automatically enable the following permission: View area details.

• If turned ON: Users can create new Areas or edit the names and settings of existing ones within their assigned locations.
   
• If turned off: Users cannot add new Areas or edit the names and settings of existing Areas. If View area details is enabled, the details will be read-only.
   

 View group tasks

• If turned ON: Users can see the group tasks within their locations, but they cannot create or assign tasks to a group.
   
• If turned OFF: Users cannot see group tasks.
   

Create and edit group tasks

Dependencies: Turning this permission ON will automatically enable the following permission: View group tasks.

• If turned ON: Users can create new group tasks, edit existing tasks and assign them.
   
• If turned OFF: Users cannot create, modify or assign group tasks.