User Permissions¶

Manage user roles and access levels for your franchise.

Role Overview¶

The platform uses role-based access control (RBAC) to manage permissions.

Available Roles¶

Role Permissions¶

Owner¶

Full access including:

• All features and settings
• Billing and subscription
• User management
• All locations

Admin¶

Same as Owner except:

• Cannot modify billing
• Cannot delete franchise
• Cannot change owner

Manager¶

Operations-focused access:

• Create and edit schedules
• Approve time off requests
• Manage employees at assigned locations
• View reports for assigned locations
• Cannot access billing or franchise settings

Office¶

Administrative access:

• View schedules (read-only)
• Process time off requests
• Onboard new employees
• Run reports
• Cannot edit schedules directly

Viewer¶

Read-only access:

• View schedules
• View employee information
• View reports
• Cannot make any changes

Assigning Roles¶

New Users¶

When adding a user:

1. Go to Settings > Users
2. Click Add User
3. Enter user details
4. Select role
5. Assign location(s)
6. Click Save

Changing Roles¶

To modify an existing user's role:

1. Go to Settings > Users
2. Click the user
3. Change the role
4. Click Save

Location Access¶

Assigning Locations¶

Users can be assigned to specific locations:

To assign locations:

1. Go to Settings > Users
2. Click the user
3. Select location(s) under "Allowed Locations"
4. Click Save

Multi-Location Managers¶

Managers overseeing multiple stores:

1. Assign all relevant locations
2. They can switch between stores in the header
3. Reports will include all assigned locations

Permission Matrix¶

Deactivating Users¶

When an employee leaves or no longer needs access:

1. Go to Settings > Users
2. Click the user
3. Click Deactivate
4. Confirm

Deactivated users:

• Cannot log in
• Are preserved in historical data
• Can be reactivated later

Security Best Practices¶

Audit Log¶

View user activity:

1. Go to Settings > Audit Log
2. Filter by user, action, or date
3. Review access and changes

The audit log tracks:

• Login attempts
• Permission changes
• Data modifications
• Settings changes

Need Help?¶

Contact support at support@coldstonereno.com