There are four User roles to choose from when adding a new User to an Assembled account. Those roles are Administrator, Manager, Team Lead and Standard.
Each role impacts the visibility of pages and the actions a User can perform when in the Assembled Platform.
Permissions Per Role:
Manager:
- Can make changes to the schedule
- Can manage time off
- Can create, edit and apply templates
- Cannot add, edit, or remove other Users on the account
- Cannot make changes to account settings
Administrator:
This User role is able to do everything a Manager can. Additionally, an Administrator:
- Can manage integrations
- Can add, edit or remove Users to the account
- Can make changes to Account Settings
- Can un-sync a User's Google calendar
- Can make changes in the realtime dashboard regarding thresholds
- Can view API keys in Settings
Team Lead:
- Can view the staffing timeline and make edits to schedules
- Cannot apply a template, but can edit templates
- Has the ability to view time off, but cannot manage
Standard:
- Typically the role you'd like to set for an Agent, who primarily views their own schedule or the team schedule
- Can view their schedules
- Request time off
- Can view the staffing timeline
- If desired, permissions for making edits to the User's own schedule can be enabled. To do so, please contact us via the messenger or at [email protected]
How to change the role of an Assembled user:
- Open settings and navigate to the team tab
- Locate the User
- Click Edit
- Select the role drop down
- Save
Note: Currently it is not possible to downgrade a User's permissions if they are an Administrator--i.e. if someone is listed as an Administrator you cannot change their permissions to Manager, Team lead or Standard. Please reach out if you need assistance making this change