Help Center

Accessing Role Settings

To create a custom role, head into the Settings tab and click on Roles in the left-hand sidebar.

Adding the Role

Type the name you want (e.g., "Admin") into the "Add new role" input box. Once the role exists, click on it to open the full list of permissions.

Selecting Permissions

You will see a complete list of actions a user can perform, such as editing rosters, managing templates, or managing employees. Simply select the checkboxes for all permissions you want that role to have.

For example, an "Admin" role would typically have nearly all permissions selected.

"Can View All Shifts"

One key permission is Can view all shifts.

• Default Behavior: Many businesses give this to the default role so every employee can see their co-workers' shifts on the mobile app.
• Staff Benefit: Employees often appreciate this as it helps them understand the team for the day.
• Restricted Option: Alternatively, you can create a special role (e.g., "Team Leader" or "Head Chef") and limit this ability to key staff only.

Once you have selected the desired options, click the Save Permissions button.

How to Assign

Go to the Manage tab and click on the employee you want to update.

On their employee card, click the Manage Roles button. Select the role you created (e.g., Admin) and click Update.

Effect on User Interface

Before Assignment: An employee with no specific role sees a limited dashboard containing only their shifts and announcements.

After Assignment: The website instantly updates to show features they now have access to, such as Rosters, Timesheets, and Reports.

Recommended Usage

General Staff: We recommend regular employees use the Rostimate Employee App rather than the website. The app is designed for mobile use and includes:

• Roster views
• Available shifts
• Leave requests
• Notifications and messaging

Admins & Managers: The website is generally intended for admins, managers, and schedulers who need to access advanced management features.

Managing Multiple Branches

If you operate multiple locations, you typically want an Admin or Manager for each location.

Follow the same process for each branch: Create the necessary roles, select permissions, and assign them to the correct staff. This allows each branch to manage their own staff and rosters independently.