Access levels and permissions
Access levels control what employees can do within Zoho Shifts, such as creating schedules, approving requests, or viewing attendance and time-tracking records. This article explains what access levels and permissions are, how they work, and how you can update permissions and employees' access levels.
How access levels and permissions work
Zoho Shifts has a set of permissions for each module. These permissions can be grouped into access levels, making it easier to assign the right set of permissions to the right employees at a higher level rather than handling individual permissions for each employee. Each employee's access level determines:
- Which modules can they access?
- What actions can they perform?
- What data can they view or manage?
By default, Zoho Shifts provides three access levels: Administrator, Manager, and Employee. Among these, the Administrator access level has complete access to all modules and settings in Zoho Shifts.
You can entirely customize other access levels and create additional access levels and as many templates as needed:
- Navigate to the Settings menu.
- Select Access Levels under the Employees section.
- Click +Add Access Level.
- Enter the Name in the Create Access Level window.
- Click Save.
To update the permissions for an access level, select and enable or disable the available permissions as needed, and save your selection.
To assign an access level for employees
To assign or update an access level for employees, you’ll need the Administrator access level or the Add, edit employees permission enabled. Managers can update access levels only for employees who are part of their assigned schedules.
- Navigate to the Employees tab.
- Click More actions (•••) parallel to the employee’s name, then select Edit.
- Select the Job tab from the employee's profile.
- Select an Access Level from the dropdown list.
- Click Save at the bottom of the screen.
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