The Role Manager allows 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 can select User Permissions at the bottom of the profile page. Once you have added them, you must invite them by selecting save and invite in the top right corner.

Existing Worker
If you want to update the roles for an existing worker, go to the Role Manager page and select Set Role in the upper right-hand corner to search for a worker. If a worker already has a role assigned to them, click on their current role to update their roles.

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

Role Manager Types

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

With managers, you can use the following definitions to set up workers who need administrative ability within the Nowsta platform.

Owners receive full access to the system, which means they can 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 can:

Run all the following reports:

Coordinators receive almost full access to the system, which means they can 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 be able to create other managers. This may be a scheduler, operations manager, or payroll manager.

Coordinators (Hide Rates) have the same level of access as Coordinators, except every instance of pay rates and dollar amounts are removed from 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 not involved in the payroll process.

 They can:

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 team members who should be able 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 can:

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 or edit any 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 can:

Run all the following reports:

They can not:

Tablet Timeclock Managers allow that worker to create a stationary time clock.

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. Still, occasionally, a supervisor may be working in the field with a tablet, so here are quick instructions on how to set this up.