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:

  1. Open settings and navigate to the team tab
  2. Locate the User
  3. Click Edit
  4. Select the role drop down
  5. 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

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