Positions and Permissions

Employee positions are essential. Without one, a user cannot receive shifts or access position-specific data. There are three types:

• Staff: standard employee; can only view their own info.
• Supervisor: oversees a zone; can view employees below them.
• Manager: admin for a zone; can view and edit employees below them.

To assign positions:

1. Menu → Users → User List.
2. Find the employee → View Profile.
3. Click Contracts.
4. In Contract Periods, pick the contract.
5. In Employee Position, click Add Positions.
6. Set company, site, area, etc.
7. Choose position type per zone: staff, supervisor, or manager.
8. Click Assign Position (add as many as needed).
9. Click Save changes.

Limit who sends requests to a manager

To route requests only from certain people (not the whole site) to a manager:

Example: a director should only receive requests from specific managers (sales, finance, etc.).

1. Create a zone in the site called "Dirección" (or similar).
2. Set the director as manager of that zone.
3. Create a second position for those managers as staff in that zone and mark it primary.

Result: the director only receives requests from those managers; they still get requests from their teams.