How to configure roles and permissions

Choose who has staff, admin, and owner powers across the workspace.

Roles control what people can see and do. Keep most of your team on the Staff role and reserve Administrator and Owner for the people who really need them. Roles are hierarchical — a higher role automatically includes the permissions of every role below it.

Follow these steps:

1. Open Settings > Users and find the person you want to assign.

2. Open their user record and locate the role dropdown.

3. Pick a role: Staff (standard access), Administrator (can manage people, payroll, and settings), or Owner (highest workspace authority — only the current Owner can assign it).

4. Click Save. The change takes effect immediately.

5. For granular control, open Settings > Access Control. Review the permission catalog, app-level access, and the guide for best practices.

6. For department-level access, open Departments, select a department, and toggle which applications that department can use.

Only the Owner can promote someone to Owner. Admins cannot demote or remove the Owner.