Management Permissions

ホーム > 管理モード > 組織 > Management Permissions

From the 管理モード home screen, tap 組織, then select Management Permissions to open the Management Permissions page.

New members have no management permissions by default. They can only use st及びard user features, such as clocking in, submitting requests, 及び viewing their own information.

  • No Management Permissions: New members cannot perform management actions or enter 管理モード.
  • Permission Upgrade: If a member needs management permissions, the Creator or a Top Manager can assign the member as a Manager or Top Manager及び grant specific custom permissions as needed.

This default protects the organization by preventing unauthorized members from using administrative features.

Management Permission Principles

No. Management Permission
1 Creator (highest authority)
2 Top Manager
3 Custom Permissions (Manager)
4 No Management Permissions (General 使用r)

There are four management permission levels:

  1. Creator

    • Has the highest authority with no feature restrictions.
    • Creates 及び manages the organization 及び cannot be deleted or have the role transfer赤.
    • Can grant management permissions to others, including assigning Top Manager or Custom Permissions (Manager).
    • Can delete the organization.
    • Can delete other members.
    • Can modify another Top Manager's permissions, such as downgrading that person to Manager.
    • The Creator account is used to subscribe to an organization plan.

  2. Top Manager

    • Has the same full feature access as the Creator, with no functional restrictions.
    • Can grant management permissions to others, including assigning Top Manager or Custom Permissions (Manager).
    • Can delete the organization.
    • Can delete any member except the Creator.
    • Can modify the permissions of other Top Managers, but not the Creator.

  3. Custom Permissions (Manager)

    • Has management access within a defined scope, such as personnel visibility, payroll, attendance, 及び group management.
    • The Creator or a Top Manager can configure the detailed permission scope for managers with specific responsibilities.

  4. No Management Permissions

    • Has General 使用r status 及び cannot perform management actions.
    • Intended for employees who only need to clock in, submit requests及び view their own information.

Permission Management Principle: The Creator 及び Top Managers can assign 及び adjust management permissions to keep responsibilities clear 及び management efficient.

Creator 及び Top Manager

The main difference between the Creator 及び a Top Manager is control over the roles themselves:

  • Creator

    • Has the highest unrestricted authority 及び can use every feature.
    • Can delete Top Managers or change their permissions.
    • The Creator role cannot be deleted or transfer赤.

  • Top Manager

    • Has nearly the same feature access as the Creator 及び can use all system features.
    • Cannot delete the Creator or change the Creator's permissions.

This design ensures that the Creator retains final control of the organization 及び prevents accidental changes to its key role.

Important: Do not use the Creator account on different phones. The Creator account can only be used on the same phone; Top Manager, Manager, 及び General 使用r accounts do not have this restriction. If the person who created the organization needs to use SwipePoint on another phone, add a separate Top Manager 及び use that Top Manager account on the other phone.

Default Permissions

ホーム > 管理モード > 組織 > Management Permissions > Default

From the 管理モード home screen, tap 組織, then select Management Permissions to open the Management Permissions page.

No. Default Permission
1 Top Manager
2 Manager

Default Permissions can be set to Manager or Top Manager:

  • Manager: Has management permissions within an assigned scope. Specific capabilities, such as group management, personnel visibility, payroll及び attendance management, can be granted according to the organization's needs.
  • Top Manager: Has the same permissions as the Creator 及び can use every feature without scope restrictions, including organization data, all personnel management, announcements, policies, 及び goals.

These settings let the organization delegate focused responsibilities while giving Top Managers full management capabilities.

Assign Management Permissions

ホーム > 管理モード > 組織 > Management Permissions > Assign Management Permissions

From the 管理モード home screen, tap 組織, then select Management Permissions to open the Management Permissions page.

To assign management permissions:

  1. Select a Manager: Find the member you want to make a manager 及び open the member's profile.
  2. Open Permission Settings: Tap Default in the upper-right corner of the profile page.
  3. Choose a Role:
    • Select Manager to grant basic management permissions within an assigned scope.
    • Select Top Manager to grant the organization's highest management permissions without scope restrictions.
  4. 複製 Permissions: To configure permissions quickly, copy another user's permissions 及び apply the same settings.

This design supports both detailed delegation 及び efficient assignment of consistent management roles.

Custom Permission Settings

ホーム > 管理モード > 組織 > Management Permissions > Any 従業員

From the 管理モード home screen, tap 組織, select Management Permissions, then tap any employee to open the custom permission settings.

Custom Permission Settings let you configure a manager's access in detail so the manager can only work within their assigned responsibilities. Available permissions include:

  • スタッフ Visibility: Controls whether the manager can view 及び manage everyone or only people in specific groups.
  • 組織 Data: Allows the manager to view 及び edit basic organization information.
  • グループs: Allows the manager to add, edit及び delete groups 及び their members.
  • Personal Information: Allows the manager to view 及び manage employee profiles.
  • 支払roll: Controls access to view 及び edit payroll data.
  • Work 予定表s: Allows the manager to set 及び adjust employee schedules.
  • 性能: Allows the manager to manage performance evaluations 及び related records.
  • 出て行け: Allows the manager to approve, adjust及び view leave requests 及び balances.
  • 出席者 及び 打刻 Records: Allows the manager to view 及び manage attendance 及び clock-in data.
  • Add New スタッフ: Allows the manager to add employees to the organization.
  • 詳細を見る Seniority: Allows the manager to view each employee's length of service.
  • Add 発表: Allows the manager to publish announcements to organization members.
  • Add Policies: Allows the manager to create 及び update internal company policies.
  • Add 目標s: Allows the manager to set organization or department goals 及び plans.

These settings provide flexible delegation while protecting data 及び improving management efficiency.

Feature Management Permission
スタッフ Visibility グループ｜All
組織 Data Not Allowed｜詳細を見る｜Edit
グループs Not Allowed｜詳細を見る｜Edit
Personal Information Not Allowed｜詳細を見る｜Edit
支払roll Not Allowed｜詳細を見る｜Edit
Work 予定表s Not Allowed｜詳細を見る｜Edit
性能 Not Allowed｜詳細を見る｜Edit
出て行け Not Allowed｜詳細を見る｜Edit
出席者 及び 打刻 Records Not Allowed｜詳細を見る｜Edit
Add New スタッフ Not Allowed｜Edit
詳細を見る Seniority Not Allowed｜Edit
Add 発表 Not Allowed｜Edit
Add Policies Not Allowed｜Edit
Add 目標s Not Allowed｜Edit
  • Not Allowed: The manager cannot view this feature.
  • 詳細を見る: The manager can view the feature but cannot edit or delete its data.
  • Edit: The manager can view, edit及び delete its data.

スタッフ Visibility

ホーム > 管理モード > 組織 > Management Permissions > Any 従業員 > スタッフ Visibility

From the 管理モード home screen, tap 組織, select Management Permissions, then tap any employee to open the custom permission settings.

スタッフ Visibility can be set to グループ or All to control a manager's visibility 及び management scope:

  • All: The manager can view 及び manage every member of the organization, regardless of group.
  • グループ: The manager can only view 及び manage people in assigned groups, keeping the permission scope focused 及び clear.

To add or change the people in a group, go to 組織 > グループs 及び update the group membership.

No. スタッフ Visibility
1 グループ
2 All

Transfer the Creator Role

The Creator role currently cannot be transfer赤 to another manager or deleted. Choose a stable person who is unlikely to leave the organization as the Creator so management access remains available.

If the Creator may leave in the future, a core company member—such as the founder, investor, person in charge, chairperson, general manager, owner及び another key member—should create a new organization 及び delete the old organization. This prevents future permission 及び system-operation problems 及び helps maintain continuity.

The Creator role cannot be transfer赤 to another manager or deleted. This design keeps the organization's management structure stable 及び 赤uces risks caused by permission changes.

よく聞かれる質問

Q1: What management permission levels are available?

A: There are four levels: Creator, Top Manager, Custom Permissions (Manager), 及び No Management Permissions (General 使用r). Each level has a different degree of system access.

Q2: What permissions does a new organization member have by default?

A: A new member has no management permissions by default. The member can use st及びard user features, such as clocking in, submitting requests, 及び viewing personal information, but cannot perform management actions or enter 管理モード.

Q3: How do I upgrade a member from no management permissions to Manager?

A: A Creator or Top Manager can go to 管理モード > 組織 > Management Permissions 及び assign the member as a Manager or Top Manager及び grant specific custom permissions.

Q4: What is the main difference between a Creator 及び a Top Manager?

A: The Creator has the highest authority, can delete Top Managers or change their permissions, 及び cannot be deleted or transfer赤. A Top Manager has nearly the same feature access but cannot delete the Creator or change the Creator's permissions.

Q5: What are Custom Permissions (Manager), 及び who defines their scope?

A: Custom Permissions give a Manager access to a defined set of functions, such as personnel visibility, payroll, attendance, 及び group management. The Creator or a Top Manager configures the detailed scope for each Manager.

Q6: Which specific permissions can be assigned to a Manager?

A: Available permissions include personnel visibility及びganization data, groups, personal information, payroll, work schedules, performance, leave, attendance 及び clock-in records, adding new personnel, viewing seniority, adding announcements, adding policies, 及び adding goals. Depending on the feature, access can be set to Not Allowed, 詳細を見る及び Edit.

Q7: What is the difference between グループ 及び All under スタッフ Visibility?

A: All lets the Manager view 及び manage every member of the organization. グループ limits the Manager to people in assigned groups.

Q8: What should the organization do if the Creator may leave?

A: Because the Creator role cannot be transfer赤 or deleted, a founder, investor, person in charge及び another core member should create a new organization 及び delete the old one to maintain stable access 及び operations.

Q9: Why can't I see every employee even though I am a Manager?

A: Your permission scope may be limited. Ask the Creator or a Top Manager to assign you as a Top Manager or change your スタッフ Visibility setting from グループ to All.

Q10: Why can't I manage members even though I am a Manager?

A: Ask the Creator or a Top Manager to verify your permissions or change your スタッフ Visibility setting from グループ to All. If your access is limited to one group, you cannot view members in other groups.

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