Roles & Permissions for Field Schedule Access and Shift Visibility

🔒 Roles & Permissions for Field Schedule Access and Shift Visibility
 

📘 Article Purpose

This article explains which roles and permissions control access to the Field Schedule, and how they affect what users can see and do—including editing, scheduling, and viewing draft shifts.

🧑‍💼 Where Are Roles & Permissions Set?

You can manage scheduling permissions in:

Settings > Roles & Permissions

Each user role (e.g., Foreman, Technician, Admin) can be configured with different levels of access.

🔐 Key Permissions That Affect the Field Schedule

1. View Own Schedule

• Limits the user to only seeing their assigned shifts
• Hides all other users’ shifts

👀 Enable for roles where privacy or limited visibility is required (e.g., field staff)

2. View All Schedules

• Allows the user to see every shift for every user
• Ideal for supervisors or dispatchers

3. Manage Schedule

• Grants full edit access to all shifts
• Can:
  • Create shifts
  • Edit or delete any shift
  • Assign or unassign users
  • Create events

🛠️ Should be given only to dispatchers, admins, or project managers

4. Restrict Schedule View (Advance Visibility)

This permission controls how far into the future a user can see the schedule.

Options include:

• 1 week
• 2 weeks
• 3 weeks
• 4 weeks

⏳ Useful for limiting long-term visibility to field teams.

📝 Permissions Related to Draft Shifts

Draft shifts are not published yet and may only be visible to certain users based on the following permissions:

5. View All Draft Shifts

• Allows user to see all draft shifts, regardless of label or role

6. View Draft Shifts by Role or Label

• Users will only see draft shifts that match their assigned role or skill label
  • Example: A user labeled "Carpenter" will only see draft shifts expecting "Carpenters"

🔍 Used in application-based workflows where users apply for available shifts

🔁 Summary Table

🧠 Tip: Combine Permissions with Expected User Groups

If using Expected User Groups in shifts, make sure only the right people can:

• See those draft shifts
• Apply to them
• Be auto-filtered based on skill or role