The Role Manager is a way for company owners to manage who can see and manage specific information in your account. 

New Employee
If you have not created a Nowsta profile for the worker, go to the Workers page and click Add Worker to set them up with an account. 

You will be able to select User Permissions at the bottom of the profile page. Once you have added them you will need to invite them by selecting save and invite in the top right corner.

Existing Worker
If you would like to update the roles for an existing worker, go to the Role Manager page: select Set Role in the upper righthand corner of the page to search for a worker. If a worker already has a role assigned to them, click on their existing role to update their roles.

Removing Roles
If you would like to remove a role, go to the Role Manager page and select the worker's name and then click on the role to the right-hand side. A pop-up will appear that gives you an option to Remove Coordinator Role.

Role Manager Types

Typically most hourly workers will not need to be assigned any roles. If someone is a worker without management access, that worker will not have a Role in the Role Manager page. You do not need to do anything else to activate a worker.

With managers, you can use the following definitions as a guide to set up workers that will need administrative ability within the Nowsta platform.

Owners receive full access to the system, which means they have the ability to schedule, track times, and generate any report. Owners are usually major stakeholders in the Nowsta implementation process, such as the owner(s) of the company, schedulers, operations managers, and payroll managers.

 They have the ability to:

Run all the following reports:

Coordinators receive almost full access to the system, which means they have the ability to schedule, track times, and generate any report, but they cannot create Owners or other Coordinators. 

Coordinators may be major stakeholders in the Nowsta implementation process, but require some oversight or should not have the ability to create other managers. This may be a scheduler, operations manager, or payroll manager.

Coordinator (Hide Rates) have the same level of access as Coordinators, except every instance of pay rates and dollar amounts are removed in their accounts. They cannot create Owners or other Coordinators. 

Coordinators with hidden rates may be major stakeholders in the Nowsta implementation process, but should not have the ability to create other managers or see sensitive pay rate information. This may be a scheduler in a different department or a scheduler who is not involved in the payroll process.

 They have the ability to:

Run all the following reports:

They can not:

Read-Only Coordinators have the same level of access as Coordinators. They cannot create Owners or Coordinators nor edit any of the pages. 

Read-Only Coordinators are typically sales team members who should have the ability to see events and pay rates for budgeting and costing purposes. They sometimes are payroll managers who do not handle editing employee punches, but need to generate payroll files in Nowsta.

 They have the ability to:

Run all the following reports:

They can not:

Read-Only (Hide Rates) Coordinators have the same level of access as Coordinators, but cannot see any pay rates and dollar amounts in Nowsta. They also cannot create Owners or Coordinators nor edit any of the pages. They typically are assistant staffing managers, staffing coordinators, or junior sales team members who want to track which employees are working their events. 

 They have the ability to:

Run all the following reports:

They can not:

Tablet Timeclock Managers allows that worker to create a stationary timeclock.

This role level is assigned in conjunction with the Owner, Coordinator, and Coordinator (Hide Rates) roles listed above. 

Tablet Timeclock Managers are usually managers in the office, but occasionally, a supervisor may be working in the field with a tablet, so here's quick instructions on how to set this up.