Manager Role - Shifton Help

Learn how the Manager role works in Shifton and how to assign it at the project level.

What Is This?

The Manager role in Shifton is a project-level role that gives an employee management capabilities within a specific project. Unlike the global Administrator and Employee authority levels, the Manager role is assigned per project through the employee’s profile.

A Manager can manage shifts, view team members, and make scheduling decisions — but only within the projects they are assigned to manage. This allows you to delegate day-to-day scheduling responsibilities without granting full Administrator access.

Prerequisites

Before assigning the Manager role, make sure:

The employee has been added to Shifton
At least one project exists
The employee is already assigned to the project
You have Administrator access

Step-by-Step Instructions

Step 1: Open the Employee’s Projects Tab

Navigate to the Employees page, click on the employee’s name, and select the Projects tab.

Step 2: Locate the Project

Find the project where you want to assign the Manager role. If the employee is not yet assigned to the project, click Add to project first.

Step 3: Change the Role to Administrator

Within the project section, find the Role dropdown. It has two options:

Role Option	Description
Employee	Standard team member within this project. Can view own shifts and availability
Administrator	Manager of this project. Can manage shifts, view all employees in the project, and make scheduling changes

Select Administrator from the dropdown to assign the Manager role for this project.

Note: The dropdown label says “Administrator” at the project level, but this is functionally the Manager role. It does not grant the same access as the global Administrator authority level.

Step 4: Verify the Assignment

The role change takes effect immediately. The employee can now manage schedules and view team members within this project.

Step 5: Assign Multiple Projects (Optional)

If the employee should manage multiple projects, repeat Steps 2-3 for each project. The Manager role is independent per project, so you can make someone a Manager in one project while they remain a regular Employee in another.

Access Permissions

Role	Can Assign Manager Role?
Administrator	Yes
Manager	No
Employee	No

What Managers Can Do

Capability	Within Assigned Projects	In Other Projects
View all employees	Yes	No
Create and edit shifts	Yes	No
Manage schedule	Yes	No
Approve swap/drop requests	Yes	No
View employee availability	Yes	No
Access company settings	No	No
Manage other projects	No	No

FAQ

Q: Why does the dropdown say “Administrator” instead of “Manager”?
A: At the project level, the “Administrator” option in the role dropdown functions as the Manager role. It grants management capabilities only within that specific project, not across the entire Shifton account.

Q: Can someone be a Manager in one project and a regular Employee in another?
A: Yes. The role is set independently for each project. An employee can have different roles in different projects.

Q: Does assigning the Manager role change the employee’s global authority level?
A: No. The global authority level (Administrator or Employee) and the project-level role are separate. An employee with a global “Employee” level can be a Manager in specific projects without gaining full system access.

Q: How many Managers can a project have?
A: There is no limit. You can assign the Manager role to as many employees as needed within a project.

Q: Can a Manager assign other Managers?
A: No. Only global Administrators can change project roles. Managers cannot promote other employees.

Possible Issues and Solutions

Issue	Cause	Solution
The Role dropdown is not editable	You do not have global Administrator access	Ask an Administrator to assign the Manager role
The employee is not listed in the project	They have not been added to the project yet	Click Add to project in the Projects tab first, then set the role
Manager cannot see employees from another project	The Manager role is limited to assigned projects only	Assign the Manager role for the additional project if cross-project visibility is needed
Manager cannot access company settings	The Manager role does not include settings access	Only the Owner can access Company Settings. Administrators have full access to other features except billing
After setting the role to Administrator, nothing seems to change	The employee may need to refresh or log in again	Ask the employee to reload the page or log out and log back in