Creating a Role
ℹ️ You'll need the Workspace Admin permission to do this.
Go to the Roles Settings Page
You can do this by going to Workspace Settings > Roles.
Create a Role
Click Create Role in the top and it should create a role named “new role”.
Select Which Permissions to give
After creating a role, you’ll need to give it permissions. To give it permissions, just toggle the switch located on the right side of the permission.
Initially, only a limited set of permissions will be visible. Enabling these permissions will reveal additional options.Assign the Role to Your Staff!
Once the permissions have been selected, scroll down until you see Assigned Group Roles and Manual Members.
For Assigned Group Roles, select which ranks by switching the toggle on or off will receive the role and its permissions.
For Manual Members, you’ll need to manually type their usernames and select from the drop down.
Administrative Permissions
Some permissions can cause harm to your workspace if given to a bad actor. We've compiled a list of all permissions and depending on their administrative level.
Basic Level
Basic Level
The permissions below can be given to everyone without harming your workspace:
View Workspace
Request timeoff
View Knowledge Library
View Orders
View Leaderboard
For Promotion Recommendation:
View Promotions Recommendation
Create Promotion Recommendations
Upvote Promotion Recommendations
For Sessions:
Assign Host to Self (for Hosts)
Assign Co-Host to Self (for Co-Hosts)
Create New Server (for Hosts and Co-Hosts)
Change Week on Calendar
Human Resources Department Level
Human Resources Department Level
The permissions below are usually reserved to your Human Resources Department or higher-ranking staff. We won’t suggest giving these permissions to your Middle or High ranks..
View Other Staff
Manage timeoff Requests
View Logbook History
Post to Logbook
View Orders and Players Tab
For Sessions
These permissions will allow them to add other people to the list. It is useful for those who wants to log users manually.
Assign host to other people
Assign Co-Host to other people
Assign Roles to other people
Administrative Level
Administrative Level
The permissions below are usually reserved to your Head of Human Resources and highest-ranking staff members. These permissions can cause harm to your workspace if given to a bad actor.
Update Knowledge Library
Edit Views
Add/Remove Minutes on Staff
Edit Staff Details
Delete Promotion Recommendations
Workspace Admin
Note: This permission will grant them access to the workspace settings. Only give these to a certain people.
Please do note that it’s up to you to decide whether they will gonna need the permission. These are only our suggestions to help you on deciding if a permission should be given to everyone, or to only a handful of people.