User permissions control who can access and manage different parts of Veras. Only Admins (or higher) can update permissions.
To manage permissions, go to Settings > Permissions. Here, you’ll see a list of users with elevated access. In the Roles tab, you can view all roles and their associated permissions for a comprehensive overview.
Here is a breakdown of the different role levels, in order of lowest to highest:
Employee: Standard, employee-level access to Veras. Employees can view their own schedules, pick up shifts, request time off, and request shift swaps with other employees (depending on your facility's settings).
Supervisor: Elevated access for schedulers. Supervisors can create, edit, and publish schedules; approve or reject shift requests; and manage settings such as Areas, Budgets, and Positions for their assigned departments.
Admin: Highest level of access, intended for facility administrators. Admins can do everything Supervisors can, plus assign or remove Scheduler access for other users and control which departments they can manage.
Updating Permissions
To change the departments that a scheduler has access to, you can click the Departments dropdown next to their name. Note that if no departments are specifically selected, they will have access to all departments by default.
Change Department Access: Use the Departments dropdown next to a user’s name. If no departments are selected, the user automatically has access to all departments.
Remove Scheduler Access: Click the three dots in the user's row and select Remove. Their role reverts to Employee, but they remain in your staff list under the Team tab.
Add Scheduler Access: Click Add new (top-right). Search for the staff member, select them, and they'll be added as a Supervisor by default.
Archive Manager: If you wish to remove elevated access while retaining someone as an employee, locate the individual in the Managers tab, click on the three dots next to their name, and select Archive Manager. This action changes their role back to 'Employee' but retains them in the system.
That's it! With the right permissions in place, you can ensure everyone on your team has the access they need to keep things running smoothly.
Troubleshooting Access Issues After Role Changes
Sometimes, users lose access to standard features meant for their roles after permissions modifications. To resolve this:
Confirm that the correct role is still assigned to the user.
Ask the user to log out of the Veras app and log back in to refresh permissions and roles.
Verify that the user regains access after logging back in.
Logging out and back in ensures that role modifications are correctly updated across the system.
Best Practices
Regularly review and audit user roles to maintain appropriate permissions.
Prepare for transitional periods by informing affected users about potential temporary access adjustments and the troubleshooting steps they can take.