By utilising Rosterfy's Full Admin, Lite Admin, and Custom System Admin permission roles, you can ensure that you tailor access levels to meet your organisation's specific needs, while upholding the security of the platform.
IN THIS ARTICLE:
Admin Permission Roles
Rosterfy give you the ability to manage user access across different modules by implementing Admin Permission Roles. These roles determine which modules an admin can access and the extent of their access.
Rosterfy has three Admin Permission Role types that can be configured to work for your organisation's specific requirements: Full Admin, Lite Admin, and Custom System Admin roles.
By leveraging these role types effectively, you can streamline operations and safeguard your organisation’s data.
To access Admin Permission Roles, navigate to Settings > Admin Permissions.
Note: You will need applicable access to see the Admin Permissions.
Role Types
Each of these roles is designed to cater to different levels of access and functionality within the Rosterfy platform, ensuring that users have the appropriate permissions to fulfil their responsibilities while maintaining the security and integrity of your platform.
The Full Admin role provides comprehensive access to all functionalities, allowing users to configure system settings and manage critical aspects of the platform.
In contrast, the Lite Admin role offers limited access, ideal for users who need to interact with the system without the ability to modify core settings or sensitive information.
Additionally, Custom System Roles enable you to create tailored access levels, specifying exactly which modules and actions each admin user can perform, thus providing flexibility and control over user permissions.
Full Admin
Full Admin access comes out of the box with your Rosterfy account, this Admin Permission role has all permissions enabled, which encompasses a wide array of critical functions within the Rosterfy platform. Specifically, administrators have the authority to configure system settings, which allows them to tailor the platform's functionality to better suit the needs of their organisation.
Note: This level of access is substantial, and therefore, the role of Full Admin should only be assigned to individuals who genuinely require full system access to perform their job functions.
We recommend creating a Custom System Admin role and providing only the critical access to each individual, rather than Full Admin access.
This helps to maintain the integrity and security of the platform by limiting access to sensitive information, the ability to delete and critical system controls to trusted personnel only.
Lite Admin
The Lite Admin permission role is designed for users who require access to the Admin Console but should not have the ability to modify core settings or configurations established by the Full Admin. While you can adjust Lite Admin permissions for specific modules based on the user's needs, there are certain pre-set restrictions that apply to this role.
A Lite Admin will not have the ability to:
- Delete any items
- Configure integrations
- Access Organization Settings
- Access Payroll features
- Access Payments
- Approve Events or Roles
- Create custom Event, Shift, or Role statuses
- Update Checkpoint Permissions
Custom System Admin
A custom permission role enables you to customise an admin user's access and define the specific actions they can perform within the platform. You have the flexibility to set permissions for each module, indicating whether the user has the ability to Create, Read, Update, or Delete content.
This tailored approach ensures that their access is aligned with their individual responsibilities while safeguarding the overall security of the platform.
Additionally, you can apply filters to each attribute, allowing the admin user to view only the information pertinent to their role in the Admin Console.
Note: Be aware any System Admin that has User Access and Settings (Update) access, can modify system settings along with Permission Roles.
How to Add Administrator Access?
Rosterfy has a few options for adding Admin Access to a user, each of these options has detailed instructions for you to follow:
- Create a New Admin User
- Add Admin Access via the User's Profile
- Add Admin Access via the Permission Role
Note: If you need to update admin permissions for multiple users, we recommend adding the admin access via the Permission Role.
Admin Permissions Explained
Each Admin Permission governs access to various sections of the Rosterfy Admin Console. Access is managed through a permission model that includes Create, Read, Update, and Delete capabilities.
These terms are straightforward and correspond to the following access levels:
- Create: Grants the user the ability to add new data entries within the designated module.
- Read: Permits the user to view all existing data in the specific module.
- Update: Allows the user to modify and refresh the current data within the module.
- Delete: Enables the user to remove any data from the module.
Understanding these permissions is crucial for assigning appropriate access levels to each Admin User based on their responsibilities.
Note: All Admin Users will require Admin Access selected to be able to access the Admin Console.
Custom System Admin Permission Roles
Once you have determined the required access for an Admin User, you can set up a Custom System Admin permission role.
You will need to know what modules you want the user to access, as well as what level of access they will need to complete their tasks.
Rosterfy also allows you to filter different modules if the user only requires access to certain records.
For more information on Custom Admin Permission roles, check out the Custom Admin Permission Roles article.