Skip to main content

Create or edit a role

Set up the permission sets you give to admins and schedulers, change them, or delete them.

Roles are shared across your organization. Only Super Admins can create or edit them.

Create a role

  1. Click Settings in the left menu.

  2. In the dropdown at the top, pick Employer Settings.

  3. Under People, click Roles.

  4. Click New role.

  5. Type a Name and pick Facility role or Company role.

  6. In Start from, pick the role to copy, like Scheduler.

  7. Click Create & edit.

Change a role's permissions

  1. On the Roles page, click the role.

  2. Click Edit role, check or uncheck permissions, then click Save.

  3. If people have this role, click Save again to confirm.

Delete a role

  1. Open the role and click the three-dot menu next to Edit role.

  2. Click Delete role, then Delete role again.

Good to know: In Facility Settings, Permissions > Roles only shows roles. You can't edit them there.

Common questions

I don't see Roles in Settings.

Only Super Admins can manage roles. Ask your Super Admin, or email [email protected], or chat with us: in the web app click Support; in the phone app tap Contact Us.

Do changes reach people right away?

Yes. Saving updates permissions for everyone with that role right away.

Why can't I delete a role?

Move everyone off the role first. Then delete it. To give someone a role, see Give someone admin or scheduler access.

Related Articles
Did this answer your question?