Understanding your role and access level
How formal designations, manager relationships, and office leadership affect access.
Access is controlled by a combination of formal designations, manager relationships, and office leadership assignments.
Default staff access
Most users do not need a special designation. They can submit weekly reports, view their own report history, manage their profile, receive notifications, and @mention colleagues to notify them and optionally grant report access (if enabled in settings).
Manager access
Manager access comes from the org chart, not from a MANAGER role. If users report to you, you see team reporting status, staff insight pages, and direct-report alerts.
Head of Office
A Head of Office is assigned on an office record. They can see office structure and receive submission notifications for staff in that office, even when those staff members report to different managers.
If the Head of Office is also the direct manager of a team member, submission notifications are deduplicated automatically.
Formal designations
- CHIEF_OF_STAFF: COS dashboard, org-wide report visibility, summaries editor, Standup prep, and access to platform settings.
- CEO: CEO dashboard, company structure, and published executive summaries.
- ADMIN: user, office, role, settings, audit, snapshot, and system configuration tools.
STAFF and MANAGER are not assignable designations. Staff access is the default, and manager access comes from reporting relationships.
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