Permission errors and missing access – Assembled

Plans and permissions:

Change what a role can do: Admin role, or a custom role with Roles and permissions set to Can manage roles and permissions on the Configure tab
Change a person’s role: Admin or Manager role, or a custom role with Manage team set to Create, edit, or delete any person or Create, edit, or delete certain people

Someone may see a message such as You do not have permission to edit recurring events, find a button they can’t select, see empty reports, or notice that a page is missing from their menu. This is almost always caused by their role or by limits on the data they can see, not by their browser. Two people with similar job titles can have different access if they have different roles.

For how roles work and what the default roles include, see Roles and permissions.

Important: Changing a role changes access for everyone with that role. To change access for only some people, duplicate the role, change the copy, and assign it to those people. See Roles and permissions.

They get a permission error or can’t select a button

Cause	How to tell	What to do
Their role doesn’t include the permission	People with a different role can do the action. See Does their role include the permission?	Change the role, or the person’s role.
The feature isn’t turned on for your company	Nobody, including Admins, sees the option, although the role allows the action and the person has no data limits.	Contact our team to turn the feature on. Some features, such as recurring events, have to be turned on for your company before any role can use them.
Their browser hasn’t picked up a role change	The role was changed recently.	See The role was changed, but they still can’t do it.

“You do not have permission to edit recurring events”

Cause	How to tell	What to do
Their role doesn’t have Publish schedules	They can add and edit single events, but can’t create a recurring event or use Edit recurring event details… to change a series. The default Team Lead role can edit schedules but can’t publish them.	Give the role Publish schedules. See Does their role have Publish schedules?
Recurring events aren’t turned on for your company	Admins can’t create recurring events either.	Contact our team to turn recurring events on.

They can see the schedule but not change it

Cause	How to tell	What to do
Their role’s Edit schedules doesn’t allow edits	On their role, Edit schedules is set to No edit access, or to one of the request options, such as Can request changes, which sends changes for approval instead of applying them.	Change Edit schedules on the role, or assign them a role that can edit.
Their role uses custom event type permissions	They can edit some event types but only request changes to others, or have no access to them. In Manage team > Roles and permissions, their role’s Edit schedules uses Can edit schedules with custom permissions or Can edit own schedule with custom permissions, which set access for each event type.	Open the role, find Edit schedules, and set the event type, such as Lunch or Break, to Can edit. To keep approvals for that event type, choose Can request changes.

A Team Lead can’t approve time off or schedule change requests

By default, Team Leads can only view their own requests. To let a role approve requests, open it and, on the Schedule tab:

For time off, in Time off, set Time off requests to Can approve, deny, edit, and cancel all agents’ time off requests.
For schedule changes, in Requests, set Schedule changes to Can approve and deny all.

To limit leads to their own people’s requests, see Restricted sites for team leads.

A Manager can’t give someone the Admin role

The default Manager role uses Create, edit, or delete certain people, which lets Managers manage and assign only the Manager, Team Lead, Standard, and Basic roles. An Admin can assign the Admin role. To let a role assign more roles, open it, go to the Manage team tab, and add the roles under Create, edit, or delete certain people.

Cause	How to tell	What to do
Their role has no access to the feature	People with a different role see the page. If a role has no access to a feature, its page doesn’t appear in the menu.	Find the matching tab in the role, such as Report for reports, Monitor for real-time pages, Configure for company settings, or AI support for AI agents and Copilot, and choose an option that gives access. For AI agent pages, see AI agent permissions.
The feature isn’t turned on for your company	Nobody, including Admins, sees it.	Contact our team to turn the feature on.

Reports are empty, or they see only some people or data

Cause	How to tell	What to do
Restricted sites	In Manage team > People management, select the person’s name: they have Restricted sites, unlike someone who can see the data.	They only see people and data for those sites, so change their Restricted sites if they should see more. See Restricted sites.
Report restrictions	Their role uses Restrict reports data access, so reports only show the teams or queues in their profile. Someone who can see the data has different teams and queues.	Check their Teams and Queues on Edit person. See Restrict report data by team or queue.

The role was changed, but they still can’t do it

Cause	How to tell	What to do
Their browser hasn’t picked up the change	The role was changed recently.	Ask them to refresh the page, or sign out and back in.
They have a similar role, not the one you changed	On their profile in Manage team > People management, Role is a similar role, such as a copy of the one you changed.	Change the role they have, or assign them the role you changed.

Does their role include the permission?

What a person can do in Assembled depends on their role. Each person has one role, shown as Role on their profile. The role’s feature permissions decide which pages and actions the role can use, such as viewing, editing, or publishing schedules. Many companies use custom roles based on a default role, so check the role itself, not just its name.

To check whether this applies:

Note the exact message, tooltip, or page, and what the person was trying to do.
Go to Manage team > People management, select the person’s name, and check their Role.
Go to Manage team > Roles and permissions and open that role. Use the search box at the top of Feature permissions to find the permission for the action, and check which option is selected.
Compare with someone who can do the action. If people with a different role can do it, this cause applies.

To fix it, change the role or the person’s role. The tables above give the permissions behind the most common problems.

Does their role have Publish schedules?

Creating and editing recurring events needs two things: recurring events turned on for your company, and the Publish schedules permission on the person’s role. The default Team Lead role can edit schedules but can’t publish them, so Team Leads can edit one-off events but not recurring ones.

Without Publish schedules, a person with Edit schedules can still add and edit single events, including one occurrence of a recurring event where their event type permissions allow it. They can’t create a recurring event, or use Edit recurring event details… to change a series.

To give a role access to recurring events:

Go to Manage team > Roles and permissions and open the role, such as Team Lead or your own lead role.
On the Schedule tab, in Schedules, find Publish schedules and choose Can publish schedules.
Select Save changes.

Keep in mind: Publish schedules also lets the role publish test schedules to your primary schedule. If only some leads should have it, duplicate the lead role, turn on Can publish schedules in the copy, and assign the copy to those leads.

What if it still doesn’t look right?

Chat with our team and include:

The person’s email address and role
The page and the action they tried
The exact message, with a screenshot if you can
What you’ve already checked or changed