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Adding users

To add new users to your ShiftForce account, you must have Company or Location Admin access.

  1. Go to your admin area
  2. Go to the Users section
  3. Position

ShiftForce View:

ShiftNote Classic View

  1. go to Scheduler 
  2. employee
  3. click edit for the employee you want to assign position
  4. click second tab "position"

 

Choosing the right role

Every user gets one role per location. The role decides what they can see and do there. Pick the lowest role that lets someone do their job — you can always raise it.

Company Admin — the owner, GM, or above-store leader. Sees every location, changes every setting, manages billing and users everywhere. Two or three people, no more.

Location Admin — runs one location. Manages that location's users, categories, stats, and settings, and has full access to its Daily Log. One or two per location.

Manager — writes to the Daily Log and reads everything at their location, but doesn't change settings or manage users. Most of your salaried team.

Supervisor — A shift lead or key hourly who needs to write log entries but shouldn't see everything a manager sees. 

Employee — hourly staff. Sees their own schedule, availability, and time off. No Daily Log access. Only relevant if you have the Scheduler.

If you're on Daily Log only, you'll typically use Company Admin, Location Admin, and Manager. Supervisor and Employee matter once scheduling is on.