What is the Role Manager and how can I assign Roles to my employees?

Created by Aimee Bridges, Modified on Wed, 16 Nov 2022 at 12:10 PM by Aimee Bridges

What is the Role Manager?

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

How can you assign Roles?

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:

  • Assign and update user permissions

  • Edit Scheduling pages

  • Edit Time & Attendance pages

  • Edit System Input pages

  • Edit Settings pages

  • Set up the Nowsta Timeclock app on a tablet


Run all the following reports:

  • Payroll Reports

  • Time & Attendance    

  • Event Overview

  • Event Costing    

  • Staff Performance

  • Staff Response Stats    

  • Conflicts


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.

They have the ability to:

  • Assign and update user permissions

  • Edit Scheduling pages

  • Edit Time & Attendance pages

  • Edit System Input pages

  • Edit Settings pages

  • Set up the Nowsta Timeclock app on a tablet


Run all the following reports:

  • Payroll Reports

  • Time & Attendance    

  • Event Overview

  • Event Costing    

  • Staff Performance

  • Staff Response Stats

  • Conflicts

 

They can not:
  • Assign Roles

 

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:

  • Edit Scheduling pages

  • Edit Time & Attendance pages, but cannot view or edit pay rates

  • Edit System Input pages, but cannot view or edit pay rates

  • Edit Settings pages

  • Set up the Nowsta Timeclock app on a tablet


Run all the following reports:

  • Time & Attendance (without pay rates)

  • Event Overview

  • Staff Performance

  • Staff Response Stats    

  • Conflicts


They can not:

  • View or edit pay rates

  • Assign Roles


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:

  • View Scheduling pages

  • View Time & Attendance pages

  • View System Input pages

  • View Settings pages


Run all the following reports:

  • Payroll CSV    

  • Payroll Integration

  • Time & Attendance

  • Event Overview

  • Event Costing

  • Staff Performance

  • Staff Response Stats

  • Conflicts


They can not:

  • Edit any page

  • Edit pay rates

  • Assign Roles

  • Send announcements


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:

  • View Scheduling pages, but cannot view or edit pay rates

  • View Time & Attendance pages, but cannot view or edit pay rates

  • View System Input pages, but cannot view or edit pay rates

  • View Settings pages


Run all the following reports:

  • Time & Attendance (without pay rates)

  • Event Overview

  • Staff Performance

  • Staff Response Stats

  • Conflicts


They can not:

  • Edit any page

  • View or edit pay rates

  • Assign Roles

  • Send announcements


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.

 

Open the Nowsta Timeclock App
If the manager does not have the app, they can go to the App Store (iOS) or Google Play Store (AndroidOS) to find the "Nowsta Timeclock" app.

Sign in using the manager's email and password
If the manager does not remember their account information, please have them click on the Forgot your password? link in the Nowsta Timeclock app.


We’re always available to help! Please reach out to support@nowsta.com with any questions.

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