Roles and permissions

Schedio has three roles — Owner, Manager and Staff. Each role unlocks exactly what that person needs, and the rules are enforced everywhere in the app automatically.

Owner

Owners have full control of the workspace:

• Billing and plan
• Integrations
• Workspace settings — name, terminology and workspace deletion
• Inviting people at any role, and changing anyone's role
• Analytics and the activity log

Owners also see every location automatically — no assignment needed.

There is one deliberate exception: Owners cannot read handover notes. Those notes are working context for the people on the floor, so they stay between the team in each department.

Manager

Managers run the day-to-day at the locations they're assigned to. At those locations they can:

• Build and edit the schedule
• Manage people — including inviting new Staff (Managers can't invite other Managers or Owners; that's an Owner job)
• Set coverage targets
• Approve time off, shift swaps and change requests
• Post alerts directly, with no approval step
• Read analytics and the activity log

Staff

Staff work shifts. They can:

• See the full week's schedule, read-only
• Act on their own shifts — offer a shift up, propose a swap, claim an offered shift, or request a day off or a time change
• Propose alerts — a manager approves the alert before anyone else sees it
• Write and read handover notes for their own department
• Set their own regular days off
• Edit their own profile

Location access

Owners see all locations. Managers and Staff see only the locations they're assigned to — you manage those assignments under Settings → Locations → members. See locations for details.

For example, if Maria manages the Northside Inn front desk, she builds the schedule and approves time off there — but she won't see a second location unless an Owner assigns her to it.

What each role sees

The interface follows the role. Staff don't see Coverage or Settings in the sidebar at all — people only see the pages they can actually use, which keeps the app simple for everyone.

Safety rails

A workspace always keeps at least one Owner. The last remaining Owner can't be removed or demoted, so you can never lock yourself out of your own workspace.

All of these rules are checked on Schedio's servers, not just hidden in the interface — so they apply consistently no matter how someone reaches the app.

Related articles

• Managing people — profiles, archiving and bulk actions
• Add your team — inviting people and assigning roles