How to create a Custom permission in RTA

Plus, how to assign a permission to a user.
**Sound on recommended**

How to create custom permissions in Rota, time & attendance

Rota week view - user view

Can view events in the employee dashboard

Settings | Permissions

PROFILE
Dashboard
Community
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My Documents
Organisation Chart
MY COMPANY
People
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Data
Company
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Recruitment
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Recruitment
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Rota
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Rota
Manager Dashboard
Employee Dashboard
Rota
People
Reports
Time & Attendance
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Time & Attendance
Timesheets - Daily
Timesheets - Weekly
Activate Timeclock
Xero Payroll
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Xero Payroll
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Configure
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RTA settings
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Permissions
Any change to the ‘Employee accessibility’ settings below will prevent your employees from using the mobile app features. Please tick the required settings if you would like your employees to access those features of the Breathe app.
Employee accessibility
	
Company admin
	
Line manager
	
Employee
	
Supervisor
(Line manager)

Can view the employee dashboard	
	
	
	

Allow shift swaps	
	
	
	

Allow shift offers	
	
	
	

Can view events in the employee dashboard	
	
	
	

Can submit unavailability	
	
	
	

Can view their own timesheets	
	
	
	

Can view shift trades	
	
	
	

Can access preferences	
	
	
	
Line manager accessibility
	
Company admin
	
Line manager
	
Employee
	
Supervisor
(Line manager)

Can view the manager dashboard	
	
	
	

Can access manager notification settings	
	
	
	

Receive manager notifications	
	
	
	

Can approve shift swaps	
	
	
	

Can approve shift offers	
	
	
	

Can view events in manager dashboard	
	
	
	

Can’t see employees’ personal information	
	
	
	
System accessibility
	
Company admin
	
Line manager
	
Employee
	
Supervisor
(Line manager)

Enable rota module for this user	
	
	
	

Can view rotas	
	
	
	

Can edit rotas	
	
	
	

Can view timesheets	
	
	
	

Can edit timesheets	
	
	
	

Can view timesheet approvals	
	
	
	

Can edit timesheets once approved	
	
	
	

Can view timesheet costs	
	
	
	

Can view timesheet percentages	
	
	
	

Can view shift costs	
	
	
	

Can view shift percentages	
	
	
	

Can view forecast & events	
	
	
	

Can edit forecast & events	
	
	
	

Can access employees	
	
	
	

Can view reports	
	
	
	

Can view account settings	
	
	
	

Can view employees’ payments	
	
	
	

 				
Save

Settings

PROFILE
Dashboard
Community
My Profile
My Documents
Organisation Chart
MY COMPANY
People
Back
People
Our people
Add new
Data
Company
Back
Company
Announcements
Company documents
Company goals
Tasks
Workflows
Payslips import
Projects
Reports
Expenses
Learn
Recruitment
Back
Recruitment
All vacancies
Open vacancies
Applicants
Applicant archive
Rota
Back
Rota
Manager Dashboard
Employee Dashboard
Rota
People
Reports
Time & Attendance
Back
Time & Attendance
Timesheets - Daily
Timesheets - Weekly
Activate Timeclock
Xero Payroll
Back
Xero Payroll
Integration settings
Marketplace
Configure
Back
Configure
Plan and billing
Settings
RTA settings
RTA preferences
Help
Back
Help
Knowledge base
Submit an idea
Enable support
HR advice
Breathe blog
Refer a friend
Search
Search
Cancel
Edit approvers
Add role
Assign location
Cancel
People
Current
Left
Name
Status
Role (Primary)
Contact
Permissions
BW
Name
Benjamin Williams
1771233
Status
CURRENT
Role (Primary)
Store owner - Sales - Shop, Ben's Beats & Grooves Shop
Contact

Permissions
Company admin
CG
Name
Cassidy Groove
1810493
Status
CURRENT
Role (Primary)
Purchasing assistant - Office, London
Contact

Permissions
Employee
DR
Name
Dax Reverb
1810491
Status
CURRENT
Role (Primary)
Store manager - Sales - Shop, Ben's Beats & Grooves Shop
Contact

Permissions
Line manager
EM
Name
Ellie McClikker
1873343
Status
CURRENT
Role (Primary)
Warehouse operative - Warehouse, London
Contact

Permissions
Line manager
JV
Name
Juno Vibes
1810490
Status
CURRENT
Role (Primary)
Warehouse manager - Warehouse, London
Contact

Permissions
Employee
OR
Name
Olga Ramone
1812464
Status
CURRENT
Role (Primary)
Warehouse operative - Warehouse, London
Contact

Permissions
Company admin
RE
Name
Raven Echo
1810492
Status
CURRENT
Role (Primary)
Accounts clerk - Office, London
Contact

Permissions
Employee
RR
Name
Russ Rhythm
1810494
Status
CURRENT
Role (Primary)
Purchasing manager - Purchasing, London
Contact

Permissions
Employee
1 - 8 of 8 records shown
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How to create custom permissions in Rota, time & attendance

Plus, how to assign a permission to a user.Sound on recommended

How to create a Custom permission in RTA

Plus, how to assign a permission to a user.
Sound on recommended