Founded and built in Vancouver, Canada

Founded and built in Vancouver, Canada

UPDATED NOV 16, 2024

Setting User Roles

Setting User Roles in Shifted


Assigning user roles is a crucial step in managing your organization's workflow in Shifted. Roles define what actions a user can perform and what information they can access, ensuring that responsibilities are clearly defined and sensitive data remains secure. By assigning appropriate roles, you streamline operations, minimize errors, and maintain better control over time-tracking and organizational settings.


To set a user’s role in Shifted:

  1. Navigate to Settings in the navigation bar

  2. Click on Users

  3. Click the pencil icon on the user whose role you want to edit

  4. Choose the desired role from the available options.

  5. Save your changes.



Role Permissions

————————————————————————————————————————————————————————————-

  1. Standard (Default)

    • Clock time


  1. Supervisor

    • Clock time

    • Approve timesheets


  2. Manager

    • Clock time

    • Approve timesheets

    • View reports


  3. Super User

    • Clock time

    • Approve timesheets

    • View reports

    • Add users, jobs, projects, and change organization settings


Why Setting Roles Matters


Properly assigning roles helps balance accountability and access:


  • Efficiency: Employees only see tools and options relevant to their tasks, reducing complexity.

  • Security: Sensitive data and critical functions are accessible only to authorized individuals.

  • Accountability: Supervisors and managers can oversee and approve time entries, ensuring accurate records.

  • Scalability: As your organization grows, structured roles allow you to onboard new users quickly and maintain clear workflows.


By carefully selecting roles for your users, you optimize your team’s productivity while maintaining organizational control.

Don't Waste Another Second

Tracking time accurately is essential for any business's payroll and billing processes. Give Shifted a try today - it's free!

Don't Waste Another Second

Tracking time accurately is essential for any business's payroll and billing processes. Give Shifted a try today - it's free!

Don't Waste Another Second

Tracking time accurately is essential for any business's payroll and billing processes. Give Shifted a try today - it's free!

Don't Waste Another Second

Tracking time accurately is essential for any business's payroll and billing processes. Give Shifted a try today - it's free!

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© Copyright 2024, All Rights Reserved by Shifted Software Inc.

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© Copyright 2024, All Rights Reserved by Shifted Software Inc.

Subscribe our newsletter

By clicking the button you consent to processing of your personal data

© Copyright 2024, All Rights Reserved by Shifted Software Inc.

Subscribe our newsletter

By clicking the button you consent to processing of your personal data

© Copyright 2024, All Rights Reserved by Shifted Software Inc.