Manager Role: Delegate Day-to-Day Operations Without Losing Control
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Manager Role: Delegate Day-to-Day Operations Without Losing Control

5 min read2 May 2026

Summary

Not every person who manages staff should have access to billing, plan settings, and system configuration. That's why we built the Manager role — full operational access without the keys to the kingdom.

The Problem

Before the Manager role, business owners had two options:

  1. Give trusted staff full admin access — including billing, settings, and the ability to change plans
  2. Do everything themselves — rosters, leave approvals, monitoring, messages

Neither is ideal. Option 1 is a security risk. Option 2 doesn't scale.

What Managers Can Do

  • Staff management — add, edit, and remove staff members
  • Shop management — view and manage shop details and assignments
  • Roster management — create, edit, and delete shifts across all shops
  • Leave management — approve or reject leave requests
  • Live monitoring — see who's clocked in, on break, or late in real-time
  • Timesheet review — review and export timesheets
  • Staff messaging — communicate with staff through the built-in system
  • AI features — use the AI Assistant and Agentic AI (Business plan)
  • Availability — view and manage staff availability
  • Notifications — receive alerts for missed clock-outs, pending leave, and messages

What Managers Cannot Do

  • Settings — no access to system settings, billing, or plan management
  • Plan changes — cannot upgrade, downgrade, or cancel the subscription
  • Billing — cannot view or modify payment methods
  • Tenant configuration — cannot change business-level settings

The Settings page is completely hidden from the manager's navigation — it's not just disabled, it's not rendered.

How to Set It Up

  1. Go to Staff in your admin dashboard
  2. Click Add Staff or edit an existing staff member
  3. Set the Role to Manager
  4. The staff member will receive login credentials (email/password)
  5. When they log in, they'll see the full admin dashboard minus Settings

Security

The Manager role is enforced at every layer of the application — identity, API, and user interface. A manager cannot access restricted endpoints even by manipulating the URL or API calls directly. The separation is architectural, not cosmetic.

Use Cases

  • Shift supervisors who manage daily operations but shouldn't touch billing
  • Store managers in multi-location businesses who handle their own rosters
  • Operations staff who need to approve leave and monitor attendance
  • Business partners who help run the business but don't manage the subscription

The Manager role is available on all paid plans. Add as many managers as your plan allows — they count toward your staff limit just like any other team member.

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📖 From the Guide

Step-by-step instructions for the features mentioned in this article.