Roles — who sees what

An overview of the five staff roles and the worker role.

Steps

1. Admin — full access to every screen, including "Settings" (users, notifications, system and audit log). The primary admin account is protected from deletion.
2. Office manager — the same permissions as an admin, plus a notification on every new service request for invoicing or payroll deduction.
3. Management — dashboard, AI assistant, employees, housing, inventory and service requests. No system settings.
4. Site manager — housing, inventory, employees and service requests. The home screen is housing; no dashboard or AI assistant.
5. Coordinator — dashboard, AI assistant, service requests, employees, housing and inventory. Sees every employee but can only edit the employees assigned to them.
6. Worker — the worker app only: chat for opening requests and "My tickets". Signs in with an employee number and a PIN.

Related guides

• Adding a staff userCreate an account for a coordinator, site manager, management, office manager or admin.

All guides