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L-GAV - SwitzerlandOrganization ConfigurationProcessesFeature Overview
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Roles and Permissions

In JobDone, global admin roles complement roles within groups and teams. Global roles apply across the entire organization and can be combined.

Global admin roles​

Global roleAccess and functionsImportant scope limits
Super AdminManage the organization, settings and role assignments; comprehensive access to scheduling, time management, accounting, communication, File Drive and IoT.The broadest role. Business rules and locking workflows still apply.
Accounting AdminOrganization-wide visibility of schedules, absences, timesheets, balances and salary values. Access to reports, exports, transactions and bulk corrections.This role alone does not grant general editing of schedules and time entries or global File Drive administration.
Time AdminEdit schedules and time entries and approve time entries across the organization. View absences, timesheets and balances; access reports and exports.This role alone does not grant access to salary values, global File Drive administration or general organization administration.
Communication AdminManage Circles, their content and members. Edit knowledge bases and articles and manage their access.No automatic global rights to time management, salary values or employee documents.
File Drive AdminManage main drives and employee drives; view, upload, download and manage folders and files; configure drive permissions.Includes stored payslips and salary certificates. Regular folder permissions do not restrict this global role.
IoT AdminAccess IoT management to administer time tracking terminals.No automatic global rights to accounting, File Drive or organization administration.

The table describes rights granted by each global role. Additional global, team or structure roles may grant further rights. Available functions depend on enabled modules and organization settings.

Salary values and payroll documents

Salary values in contract and accounting data and payslips stored as files are separate access areas. Accounting Admins can view salary values. File Drive Admins and Super Admins can access stored payslips and salary certificates, even when regular folder permissions only allow employees. See File Drive for details.

Roles within groups and teams​

Employees can be assigned the following roles within their assigned groups and teams:

  • Manager
  • Admin
  • Planner
  • Employee

These roles are limited to the assigned groups and teams. Changes to permissions are made in the organization settings.

Roles and Their Permissions​

Manager​

Managers are responsible for managing groups and teams — including shift planning, approvals, and month-end closing processes. This role is typically assigned to team leads.

Web access:

  • Read access: Access to all features within assigned groups/teams, except organization settings and warnings.
  • Edit access: Can modify events under Organization.

Admin​

Admins have extended rights beyond the Manager role for managing teams and employees. This role is typically assigned to group leads.

Web access:

  • Read access: Access to all features within assigned groups/teams, except organization settings.
  • Edit access: Can create and edit employees and events under Organization.

Planner​

Planners are exclusively responsible for shift planning.

Web access:

  • Access to Schedule, Time Tracking (own entries only), and Messages (own messages only).

Employee​

Employees primarily use the mobile app for time tracking and communication.

Web access:

  • No access to the web environment.

Permissions Matrix​

Feature

Manager

Admin

Planner

Employee

Employee Management

Read access

Full access

No access

No access

Shift Planning

Full access

Full access

Full access (without approval)

No access

Approvals

Manager approval

Manager & Admin approval

No approvals

No access

Web Access

Full access (excl. warnings)

Full access

Schedule only

No access

Lock

Yes

Yes

No access

No access

Unlock

No

Yes

No access

No access

Request Signature

No

Yes

No access

No access

Sign Offline

No

Yes

No access

No access

Send Signature Reminder

Yes

Yes

No access

No access

Approvals​

Approvals are central to the JobDone workflow:

Manager approval: Time entries and absences require manager approval by default.

Optional Admin Approval​

Additional approval steps can be configured under Organization → Contracts.

Example: A manager approves the hours, and an admin reviews them for final sign-off.

Role and Permission Settings​

Global Admins can customize permissions individually via the organization settings.

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Structure
  • Global admin roles
  • Roles within groups and teams
  • Roles and Their Permissions
    • Manager
    • Admin
    • Planner
    • Employee
  • Permissions Matrix
  • Approvals
    • Optional Admin Approval
  • Role and Permission Settings
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