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

• 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

• Can manage time off

• Can create, edit and apply templates

• Can 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 except Team performance report

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 Support

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

• 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