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:
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Can manage integrations
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Can add, edit or remove Users to the account
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Can make changes to Account Settings
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Can un-sync a User's Google calendar
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Can make changes in the realtime dashboard regarding thresholds
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Can view API keys in Settings
- Can decide if agents are able to view their scorecard or other scorecards
- Setting is available on the Settings -> My Account page for Admins
Manager:
- Can view the staffing timeline and make edits to schedules
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Can manage time off
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Can create, edit and apply templates
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Can add, edit, or remove other Users on the account
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Cannot make changes to account settings
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Can view all reports
Team Lead:
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Can view the staffing timeline and make edits to schedules
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Cannot apply a template, but can edit templates
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Has the ability to view time off, but cannot manage
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Can view reports except Team performance report
Standard:
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Typically the role you'd like to set for an Agent, who primarily views their own schedule or the team schedule
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Can view their own schedule
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Request time off
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Can view the staffing timeline
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If desired, permissions for making edits to the User's own schedule can be enabled
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To do so, please contact Support
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Basic
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Typically this role is used for vendors, who do not need to view the team's schedule or any reports
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Can view their own schedule
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Can view/edit their own account settings
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Can request time off
- If desired, permission to view their own scorecard can be enabled
- To do so, please contact Support
How to change the role of an Assembled user:
In order to update a user's role, you will need to edit their user settings from the People page. For instructions on editing users check out this article's section Editing users.
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 to support@assembledhq.com if you need assistance making this change
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