The five roles: who may do what
Admin, Planner, Team Lead, Employee and Purchasing/Warehouse at a glance — one table shows which role may edit which area by default.
Which role someone has is shown under Settings → "Accounts & Access"; this article says what the five roles may do by default.
- Admin — full access: business settings, access accounts, all features.
- Planner — planning and scheduling: orders, releases, templates, workstations and stations.
- Team Lead — day-to-day control: editing orders and work steps, acknowledging conflicts.
- Employee — execution: own tasks, booking time, withdrawing materials.
- Purchasing/Warehouse — inventory and procurement: item master, stock postings, to-buy list.
The overview
All five roles may see the same records: orders, offers, customers and items. For conflicts and absences, visibility is graded: admins, planners, team leads and Purchasing/Warehouse have the Conflicts page in the sidebar and the "Conflicts" tab on the order, while employees only see the conflicts concerning themselves and their own items. Admins, planners and team leads see the absences of the whole team; employees and Purchasing/Warehouse see their own. The calculation behind the records is the second exception — who gets to see purchase prices and surcharges is in the table. And every role may clock themselves in and out, request their own absences and withdraw materials. The table therefore shows only who may change or trigger something.
| Area of work | Admin | Planner | Team Lead | Employee | Purchasing/Warehouse |
|---|---|---|---|---|---|
| Creating, editing, releasing orders | ✓ | ✓ | editing only | — | — |
| Ticking off work steps (setting the status) | ✓ | ✓ | ✓ | ✓ | — |
| Writing, sending, setting the status of offers | ✓ | ✓ | creating only | — | — |
| Costing with purchase prices and markups | ✓ | ✓ | selling prices only | — | — |
| Creating and editing customers | ✓ | ✓ | ✓ | — | — |
| Inventory: item master and stock postings | ✓ | posting only | — | — | ✓ |
| Planning materials and purchase requests on an order | ✓ | ✓ | reading only | — | requests only |
| Booking and reversing time on orders | ✓ | ✓ | ✓ | own only | — |
| Correcting, closing, exporting working hours | ✓ | ✓ | — | — | — |
| Approving absences and recording them for others | ✓ | ✓ | ✓ | — | — |
| Creating and maintaining maintenance contracts | ✓ | ✓ | — | — | — |
| Master data and templates (team, workstations, stations) | ✓ | ✓ | — | — | — |
| Acknowledging conflicts | ✓ | ✓ | ✓ | — | — |
| Control room: editing halls and the floor plan | ✓ | ✓ | — | — | — |
| Hall monitor: managing monitor links and personal data on the monitor | ✓ | — | — | — | — |
| Trash, CSV export and audit log | ✓ | ✓ | — | — | item export only |
✓ = may · — = may not.
All five roles may view the control room. Which people appear there depends on the role, though: employees and Purchasing/Warehouse, for example, only see their own figure. The details are in People in the control room.
What only the Admin may do
These permissions are assigned to no other role: changing the business settings · inviting users, changing their role and deactivating access · permission management · billing and plan · managing plugins · emptying the trash for good · deactivating customers · running a CSV import · exporting employees · managing the hall monitor · changing qualifications · deleting other people's comments · deleting customer data under GDPR · contract & legal.
The plain user list is also visible to the Planner and the Team Lead — they cannot change anything there.
Permissions are one thing, the plan another
The two work independently. A feature the booked plan doesn't include is invisible even to the Admin — no permission in the world brings it back. What your own plan contains is shown in the plans compared; which of the two locks is currently in effect is answered by I don't see the menu item.
Also known as: Roles, who may do what, Admin, Planner, Team Lead, Purchasing/Warehouse.