Atlas Scheduling offers default roles for each hierarchy level, with the exception of the administrator level. However, you can have greater control by customizing a role based on the existing manager and supervisor permissions.

Customized roles are based on the hierarchical levels already offered by Atlas Scheduling:

Administrator
Manager
Supervisor
Employee

These levels enforce all authorizations that cannot be customized, as well as the minimum authorizations required for the application to function properly.

Each level also inherits the rights of the level below it. As with the roles you create, you can add or remove permissions to get what you want.

Important: Only the manager and supervisor roles can be used to create custom roles.

Accessing role management

You can create and modify roles at any time under Settings > Permission management > Roles.

Creating a role

Simply click on Create a role, shown above, to begin. Then, all you have to do is name the role and grant the desired access.

Compare roles

At any time, you can click on Compare roles to see a table comparing the default roles and your customized roles.

Permissions

Permissions affect access to application modules and functions.

Permission types

There are two types of permissions: global and per location.

A global permission gives access to a feature or module for all locations of the organization if at least one of the user's roles has such permission. This also means that to withdraw access to a feature or module, none of the user's roles may have this type of permission.

A per-location permission gives access to a feature or module for a specific location when the user's role for that location has that location. This also means that to remove access to a feature or module for a specific location, the user role for that location must not have this type of permission.

Authorizations and their effects

Here's an exhaustive list of supported authorizations.

Important: Some permissions are dependent on another authorization. This means that, for the same role, a dependent authorization cannot be activated until the authorization on which it depends is deactivated.

Permission	Type	Effect
Access the scheduler	Per location	Gives access to the scheduler for locations where the user's role has this permission. If a user has no role with this permission, the scheduler is completely hidden.
Manage requests	Global	Depends on permission to access the scheduler. Allows the user to manage employee requests through the scheduler or the Requests tab. If a user has no role with this permission, time off requests are no longer visible in the planner, and the module only lets them see requests for open shifts. If the open shifts are assigned to the first volunteers, the tab is completely hidden.
Access time and attendance	Global	Provides access to the time and attendance module, including: Timesheets; Time and attendance log; Authorized networks; and Fixed terminals. If a user has no role with this permission, the module behaves like that of an employee: the user is redirected to their timesheet.
Approve time entries	Global	Depends on permission to access time and attendance. Allows approval of employee time entries. If a user has no role with this permission, they can edit employee time entries, but approval must be given by a superior with permission.
Approve own time entries	Global	Depends on permission to approve time entries. Allows the user to approve their own time entries.
Approve timesheets	Global	Depends on permission to approve time entries. Allows the user to approve all time entries in a timesheet at the same time. If a user has no role with this permission, they won't see the Approve all button and cannot approve a timesheet.
Manage time banks	Global	Depends on permission to access time and attendance. Allows the user to manage all aspects of time banks, including: Creating a bank of hours; Adjusting employee banks; Creating or modifying bank entries in a timesheet; and Adjusting a timesheet using banked hours. If a user has no role with this permission, they can only consult an employee's banks and view the details of a bank entry from their timesheet.
Can manage fixed terminals	Per location	Depends on permission to access time and attendance. Allows the user to activate and manage fixed terminals for locations they supervise.
Manage news feed	Global	Allows the user to manage news feed publications. This includes: Creating a publication; Editing content; Editing publication categories; Exporting a publication; Viewing a publication's activity log; Archiving a publication; Creating categories; and Editing existing categories. If a user has no role with this permission, they can only view publications that concern them, like an employee.
Manage surveys	Global	Gives access to the survey module and to the creation, planning, editing, and deletion of surveys. Note that it is only possible to view surveys created by other users with an equal or lower role. If a user has no role with this permission, they can only respond to surveys as an employee.
Create employees	Global	Allows the user to create new employees, archive employees, and reactivate archived employees. If a user has no role with this permission, they can only edit employees they supervise.
Manage hourly rates	Per location	Allows the user to manage hourly rates for locations for which the user's role has this permission. Among others: View hourly rate when creating or editing a shift or leave; Modify an employee's hourly rate in their file; Modify the hourly rate of a time entry; Modify employee hourly rates by mass action; Export a pay period; Adjust timesheets with time banks; and View labour costs in payroll and timesheets. If a user does not have a role with this permission, they cannot view or modify hourly rates or perform actions related to hourly rates.

How do I customize roles?

Accessing role management

Creating a role

Compare roles

Permissions

Permission types

Authorizations and their effects

Permission

Type

Effect