Understanding Roles & Permissions

There are three roles in ZoomShift you can assign to team members. Each role has different permissions. 

Managers in ZoomShift can change a user's role from the Settings =>  Team Members page.

Here's a matrix of roles and permissions in ZoomShift:

Action Owner Manager Supervisor Team Member
Edit Account & Billing Yes
Edit Organization Settings Yes Yes
Edit Team Members Yes Yes
Edit and Approve Timesheets Yes Yes
View and Edit Wages Yes Yes
View Payroll Yes Yes
View Hour Totals Yes Yes Yes
View Full Schedule, Time Offs, Availability, Events Yes Yes Yes
Edit and Publish Shifts Yes Yes Yes
Edit, Approve and Deny Time Offs Yes Yes Yes
Edit, Approve and Deny Shift Swaps Yes Yes Yes
View Personal Schedule, Events, Time Offs, Swaps, Calendar Sync, and Discussions Yes Yes Yes Yes

Owner

Each ZoomShift account has only one owner. By default, the owner of the account and is the person who created the account. The owner has full permissions.

Note: Only owners and Billing Liaisons can view and edit billing information. Billing Liaisons can be assigned to any role.

The owner of an account can be transferred to another team member. To learn more about this please see this help guide.

Managers

Managers have full permissions except that they are not able to edit account or billing information. 

Note: Managers can add/edit team members and see team member wages. 

The manager role/permission is most often assigned to general managers and owners that did not create the account.

Supervisors

Supervisors have permissions to add/edit shifts and approve/deny requests, however, they can’t add or edit team members, adjust settings (positions, locations, etc.), see team member wages, or edit timesheets. 

Many organizations will assign the supervisor role to team members who are trusted to edit the schedule, but they are not allowed to see team member wages. This often means that shift managers or assistant managers are assigned to this role.

Team Members

Team members are not allowed to edit the schedule, edit timesheets, or see other team member wages. They are only allowed to view shifts, request time off for themselves, and request shift swaps for their own shifts.

Billing Liaison

Billing liaisons can view and edit billing information. They can be assigned to the team members, supervisors, or managers. 

Still need help? Contact Us Contact Us