Planner Permissions Reference
This page is the full Planner permission list in one place.
Controls access to workforce scheduling, shift management, time off, and workforce profiles.
| Permission | What it allows |
|---|---|
| Access Planner | Access the Planner module |
| View Own Shifts | View shifts assigned to the current user |
| View All Shifts | View all shifts across all users and projects |
| Schedule Shifts | Create and assign shifts to users on the planner |
| Edit Shifts | Edit existing shifts including dates, times, and assignments |
| Set Custom Shift Rate | Override the default pay rate when creating or editing a shift |
| Override Read-Only Shifts | Edit shifts that have been marked as read-only or locked |
| View Workforce Profiles | View workforce profile pages including contact details and history |
| Edit Workforce Details | Edit basic details on a workforce profile (name, contact info) |
| Edit Compensation | View and edit pay rates and compensation on a workforce profile |
| Edit Restrictions | Edit working restrictions on a workforce profile (e.g. under 18, no driving) |
| Edit Working Hours | Edit working hour limits and availability settings on a workforce profile |
| Edit Skills | Add and remove skills on a workforce profile |
| Edit Certifications | Add and remove certifications on a workforce profile |
| Manage Contracts | Generate, send, acknowledge, upload, and delete worker contracts on workforce profiles |
| Rate Workforce | Leave ratings and feedback for workforce members after shifts |
| Manage Time Off | Create and edit time-off requests on behalf of workforce members |
| Approve Time Off | Approve or reject time-off requests submitted by workforce members |
| Cancel Time Off | Cancel approved time-off and return the days to the pool |
| View After-Shift Reports | View after-shift reports submitted by crew members |
| Submit After-Shift Reports | Submit after-shift reports |
| View Policy Violations | View flagged policy violations on shifts (e.g. rest period breaches) |
| Manage Policies | Create and configure workforce scheduling policies |
| Edit Positions | Create and edit position types used when scheduling shifts |
| Manage Skills Library | Create and manage the skills library used on workforce profiles |
| Manage Certifications Library | Create and manage the certifications library |
| Manage Compensation Templates | Create and manage pay rate templates |
| Manage Time Units | Configure time units used for billing and payroll calculations |
| Manage Calendar Tokens | Manage calendar feed tokens for exporting schedules to external calendars |
| Invite Workforce | Invite new users to the workspace as workforce members |
| Manage Planner Permissions | Manage Planner-specific permission settings |
| Request Studio Bookings | Submit a studio or resource booking request |
| Approve Studio Bookings | Approve or reject studio and resource booking requests |
| Delete Studio Bookings | Delete studio and resource bookings |