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:
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
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
Can view all reports
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
Can view reports that do not contain Agent data or metrics
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 own schedule
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]
Basic
Typically this role is used for vendors, who do not need to view the team's schedule or any reports
Can view their own schedule
Can view/edit their own account settings
Can request time off
How to change the role of an Assembled user:
Navigate to Settings then Team
Locate the user by name or email
Click the three dots (...) at the far right of the table
Select Edit from the drop down that appears
Select a new Role in the menu that appears
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