Planning users and roles
Admin, Planner, Employee and Viewer; inviting people and linking a sign-in to a planned person; custom roles; paused people.
The four roles
| Role | Can |
|---|---|
| Admin | Everything: people, rules, settings, users and the plan you pay for |
| Planner | Plan for everyone: shifts, publishing, auto plan, approving switches and time off, people, roles, places and templates, invoices from shifts, reports |
| Employee | Their own shifts: My shifts, the published team plan, taking open shifts, giving away, switching, time off, logging time |
| Viewer | Looks only: the published plan and reports |
Employees and Viewers never see drafts, costs, rates, or other people's email and phone.
Invite people
- From a person's page: Invite to sign in, choose the Planning role (Employee, Planner or Viewer). The sign-in then belongs to that planned person, so My shifts shows their shifts. Link an existing sign-in does the same for someone already in your business.
- From Settings > Users: invite planners and viewers who don't get shifts.
Sign-ins are free. Only people who get shifts count for your plan.
Custom roles
From Professional, Settings > Roles & permissions makes roles with exactly the rights you choose - for example a shift lead who may approve switches but not change rules.
Paused people
If your business has more people than the plan covers (after a downgrade or the trial), the people added first stay plannable. The others show Paused - beyond the plan: no new shifts, and their sign-in can only look. Nothing is deleted, and they come back when you upgrade.