---
title: "Roles & Permissions for Field Schedule Access and Shift Visibility"
url: "https://help.ontraccr.com/en/article/roles-permissions-for-field-schedule-access-and-shift-visibility"
language: "en"
last_updated: "2025-06-26T17:22:36.565Z"
---

# 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**

| Permission | What it Controls | Who Should Have It |
| --- | --- | --- |
| View Own Schedule | Sees only own shifts | All users (default) |
| View All Schedules | Full visibility | Supervisors, Admins |
| Manage Schedule | Full edit rights | Dispatchers |
| Restrict Schedule View | Limits future visibility | Field workers |
| View All Draft Shifts | See all pending shifts | Dispatchers, HR |
| View Draft by Role/Label | See matching drafts | Skilled workers, subcontractors |

* * *

## 🧠 **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