Roles and Permissions

In JobDone, different roles and permissions can be assigned to ensure a clear distribution of responsibilities. In addition to Global Admin roles, which have full access, employees can be assigned the following roles:

• 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.