Assigning the correct role to your team members is vital because each role serves a different purpose.
On the Team Page and in the Team Member Details, you can assign the following roles: Clerk, Location Manager, Administrator, and Owner.
CLERKS can fully use the Service View and all of its features, but they have limited access to the rest of the dashboard:
From the Overview tab, clerks can see the "Today" view, and Daily and Weekly Reports for any date
From the Data Insights tab, clerks can only view the Visitor History and Team Performance
LOCATION MANAGERS have the ability to configure the visitor flow and look at statistics.
From the Overview tab, location managers can see Daily and Weekly Reports for the locations they are assigned to
From the Data Insights tab, location managers can view the Visitor History and all statistics (Visitor Volumes, Location Performance, Team Performance)
From the Locations tab, location managers have a wide variety of options to manage queue service and the Qminder setup
ADMINISTRATORS have all the capabilities of location managers and access to all locations. In addition, they can:
See Daily and Weekly reports for all locations
View the Organization Performance page to compare locations
Add and remove locations and have access to the Account Setup, Security Log, and Billing settings
The OWNER is like an administrator but cannot be removed by any other Team Member.
Clerks and Location Managers are restricted to the specific locations they have been assigned to. Administrators and Owners are not limited to any location and can switch between all of the available locations.
Learn more: Add, remove or edit Team Members