Permissions Matrix

This table shows which actions each role can perform. A checkmark (✓) means the role has that permission.

Legend:

• All — All users (Staff, Shift Manager, Admin, Owner)
• Manager+ — Shift Manager, Admin, Owner
• Admin+ — Admin, Owner
• Owner — Owner only (when explicitly noted)

Dashboard

All roles can access the dashboard. The content shown depends on the role (e.g., managers see team stats; staff see personal stats).

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Tasks

All users can view tasks. Creating, editing, deleting, and bulk actions (e.g., bulk status change) require Admin or Owner.

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Punches (Clock In/Out)

All users can punch in and out and delete their own punches. Auto clock-out (clocking out users who forgot) is available to Shift Managers, Admins, and Owners.

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Timesheets

All users can view their own timesheet. Shift Managers, Admins, and Owners can view timesheets for everyone in their scope.

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Schedule

All users can view their own schedule. Creating, editing shifts and generating schedules require Shift Manager, Admin, or Owner.

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Leaves

All users can request leave. Approving and rejecting leave requests require Admin or Owner. Managers can view leave requests for their store(s).

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Corrections (Punch Corrections)

All users can request punch corrections. Approving and rejecting require Admin or Owner. Managers can view corrections for their store(s).

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Documents

All users with document access can view, create, share, and manage folders (within the bounds of folder permissions).

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Chat

All users with chat access can participate, create groups, and manage rooms they have access to.

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Announcements

All users can view announcements. Creating and pinning announcements require Admin or Owner.

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Appointments

All users can view appointments (if enabled). Managing appointments and configuring appointment settings require Admin or Owner.

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Users

Only Admins and Owners can view, create, edit, and delete users.

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Stores

All users can view stores they're assigned to. Creating, editing, and deleting stores require Admin or Owner.

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Contracts

Only Admins and Owners can manage contracts.

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Settings

All settings pages (users, stores, contracts, leave types, attendance policies, task labels/statuses, appointment settings, etc.) are accessible only to Admins and Owners.

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Audit Logs

Only Admins and Owners can view audit logs.

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Exceptions

Shift Managers, Admins, and Owners can view, detect, and resolve attendance exceptions (e.g., missed punches, late clock-ins).

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Reports

Shift Managers, Admins, and Owners can view reports for their store(s) or company-wide.