Default roles (overview)
Role | Description |
Employee | View/read-only access to Rota (Calendar and Staff views). Can submit leave requests. |
Supervisor | Everything in Employee plus: send basic communications, edit Rota & employee shifts, access People to view locum profiles and view/edit employee profiles. |
Location Manager | Everything in Supervisor plus: view & edit Timesheets and Time & Attendance payroll. |
Employer | Adds access to Clock-in Settings, Company settings (company, locations, regions), and company roles (view). Can view/edit Payment Settings, Payment Configurations, Expense Types, and Payroll Categories. Advanced actions on People and Shifts (e.g., assign, cancel). Full access to Reports. |
Leave Approver | Can approve/reject leave requests (cannot edit/manage requests). |
Leave Editor | Can edit/manage leave requests (cannot approve/reject). |
Company Admin | Starts similar to Employer; receives new LAL features first and decides which users get access. |
Role Editor | Can view/edit profile roles and company role settings. |
Tip: Use these as starting points; you can fine-tune permissions per role.
Open Roles & Permissions
Click the cog icon (top-right).
Select Roles & Permissions from the dropdown.
Edit an existing role
Find the role → click Edit (green) in the Actions column.
(Optional) Use Search by term to find a specific permission.
Toggle Show permissions only = On to display only currently-granted permissions.
Expand a section (e.g., Leave, Rota, People) using the downward arrow.
5. Toggle individual permissions On/Off to enable/disable for this role.
6. Changes made will update automatically.
Create a new role (optional)
In Roles & Permissions, click Add Role (if available).
2. Name the role.
3. Expand sections and toggle the permissions the role needs.
4. Changes made will update automatically.
Tips
Start from the closest existing role and adjust toggles to minimise setup time.
Use Search by term to quickly find related permissions (e.g., “leave”, “rota”).
Turn Show permissions only On to audit a role’s current access at a glance.
Troubleshooting
Can’t see Roles & Permissions: You may lack access—ask a Company Admin.
Edit button missing/greyed out: Your profile might not include Role Editor capabilities.
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.