Roles

A role decides what a person may see and do in your company. Everyone you add gets exactly one — five come with Shiftavo, and on Plus and Pro you can add your own.

Start with How roles decide what someone can do if you’ve never looked at this page: it explains the two halves of a role — the records it reaches, and the actions it may perform — and what each built-in role already grants. The other articles cover the day-to-day: reading the list, adding a role of your own, and changing or removing it later.