User Types in 7shifts

When setting up a new user within your 7shifts account, you can grant several levels of access based on their specific user type to ensure they have the right tools for their role.

Things To Know

• The 7shifts hierarchy consists of five distinct levels of access: Account Owner, Admin, Manager, Assistant Manager, and Employees.
• Each user type is restricted to specific locations and departments assigned in their employee profile.
• Users are added as employees by default if a user type is not selected during profile creation.
• Additional user types may require a plan upgrade depending on your current 7shifts subscription.

Account Owner

The Account Owner has the highest level of access and responsibility within the account.

• Every 7shifts account has only one Account Owner.
• The Account Owner manages Administrator user profiles.
• The Account Owner has full visibility and Admin permissions across the entire account.
• Only the Account Owner can transfer account ownership to another person.

Admin

Admins have access to edit and view everything within 7shifts, including Company Settings and 7shifts Payroll.

• Admins can add or delete locations and change billing information.
• Adminscan upgrade 7shifts plan types.
• Admins can add or edit all Managers, Assistant Managers, and Employees.
• Admins can update permissions for all Managers and Assistant Managers.

Manager

Managers help oversee specific teams and locations within the 7shifts account.

• Managers can add or edit Assistant Managers and Employees.
• Managers cannot add or edit Administrators or other Managers.
• Managers can only grant Assistant Managers the permissions that they already have themselves.
• Managers can only have their permissions updated by an Administrator.

Assistant Manager

Assistant Managers provide operational support for employees at assigned locations.

• Assistant Managers can add or edit Employees.
• Assistant Managers cannot add or edit Administrators, Managers, or other Assistant Managers.
• Assistant Managers can only have their permissions updated by an Administrator or Manager.

Employee

Employees have limited access focused on managing their own work schedules and personal information.

• Employees cannot add or edit any other users within the 7shifts account.
• Employees can update their own contact information if a profile was previously created for them.
• Employees can view their own schedules and hours.
• Employees can submit requests for availability, time off, or the shift pool.

Example

Let's say, Ayana, Lukas, and Liam have all submitted time off requests for the holiday season.

• Laura (Account Owner) can approve all levels and their time off requests, particularly when Suki is out of office.
• Suki (Admin) can approve all levels and their time off requests.
• Ayana (Manager) can approve Lukas' (Assistant Manager) and Liam's (Employee) time off requests.
• Lukas (Assistant Manager) can approve Liam's (Employee) time off request.
• Liam (Employee) will not be able to approve any time off requests.