How to Set Up Team Permissions

When editing team permissions, you can customize your available access levels (Manager & GM) if you need to. Then, you can assign each Manager with a specific access level depending on what they need to do in Homebase.

To edit Team Permissions:

Select Settings in the left menu
Select Team Permissions under Team Management
Check or uncheck the boxes based on what permissions you would like your manager or general manager to have.
Save changes in the top right
- If you have multiple locations, you can apply these settings to all your locations as well.

What Does Each Permission Do?

Note: For information on the different type of access levels available, see here.

Team Permission	What Can They Do?
Payroll Admin (Homebase Payroll Needed)	Ability to access the Pay tab Ability to view/access the Payroll section of Reports Ability to "View or Update Details" under the "Setup" section of Settings > Payroll Note: Only team members with Manager or General Manager access can be granted Payroll Admin permission. Account Owners cannot be removed as Admin.
Who can upgrade and downgrade this account?	Ability to upgrade or downgrade locations and change the card on file. Ability to view Plan Tier and Invoices Ability to purchase Job Boosts
Who can view all employee wages?	Ability to view wages assigned to Employees. Ability to view Est. Wages in Timesheets Ability to view Labor Forecasting in Schedule Builder Ability to view Hourly Labor Costs in Reports. Ability to view the "Yesterday's Summary" section of Daily E-mail Summaries Note: Employees will be able to view their own wage on the Homebase Mobile app if it has been entered in their profile.
Who can see labor costs and labor cost %?	Ability to view labor costs based on assigned wages and percentage of sales. Ability to view any labor calculations in the following areas Reports: Overview, Sales Summary, Hourly Labor Costs, Labor by Role, Labor Cost Summary in "Reports" Dashboard Summary Schedule Builder Manager Log
Who can add and view notes to shifts?	Ability to view and add shift notes on the Schedule Builder for all employees
Who can create and edit Departments and Roles?	Ability to add, edit, and delete roles and departments under Team > Departments/Roles. View & Access the "Departments & Roles" section of the Schedule Menu Ability to create new roles in Schedule Builder
Who can view company reports and sales data on the web dashboard?	Ability to view "Reports" section or Sales on the web dashboard Ability to view Sales on a mobile device "Reports" section of the Menu Ability to use the Labor & Sales Forecaster in Schedule Builder
Who can approve availability requests? (Essentials Plan)	Ability to approve availability requests (when manager approval is enabled)
Who can receive the daily timesheets and weekly sales summary emails?	Ability to receive daily & weekly email summaries when enabled in Manager Alerts Note: Weekly Summaries are only provided to Clover-integrated Accounts
Who has access to and can edit this permissions page?	Ability to access and change Team permissions page Ability for managers to view what Permissions are enabled/disabled
Who can access completed employee documents such as W-4s, I-9s, state tax forms, and others? (All in One)	Account Owners are notified via email of this change.
Who can view and manage hiring features, including paid postings, on the web dashboard?	Access the Hire > Hiring tab.
Who has access to and can edit other settings pages?	Ability to make any changes to any settings including (but not limited to) Schedule Enforcement Pay Periods Break Settings
Who can view, edit, or terminate employees?	Ability to add employees via Team Roster, Timesheets, or Schedule Builder Ability to view any employee profile information, regardless of access level
Who can create and edit team schedules on the web dashboard or from the mobile app?	Ability to access the "Time Off" section under the Team Menu Ability to approve Time Off requests Ability to approve trades or covers for Employees
Who can view and contribute to the manager log?	Ability to select Manager Alerts pertaining to the Manager Log Ability to access/view the Manager Log Settings page
Who can view and make changes to existing timesheets on the web dashboard?	Ability to view and make changes to timesheets on mobile or tablet devices
Who can lock and unlock timecards? (Plus Plan)	Ability to lock and unlock timecards, regardless of who locked them. Note: If a manager has permission to unlock timecards, they can unlock timecards that have been locked by the account owner or GM. Managers may not want changes made to timecards after they have locked them.

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How to Set Up Team Permissions

What Does Each Permission Do?

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