Role Matrix
This guide explains what each user role can access and do within JoinedUp.
| These are standard configuration and this may vary depending on your organisation’s setup. |
Capabilities and Role Access
| Capability | Admin | Finance | Branch | T&A | Planner | Onsite |
|---|---|---|---|---|---|---|
Inbox access |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
Post Shifts screen |
❌ |
❌ |
✅ |
❌ |
❌ |
❌ |
Branch screen |
❌ |
❌ |
❌ |
❌ |
❌ |
❌ |
Onsite screen |
✅ |
❌ |
❌ |
❌ |
✅ |
❌ |
Assessments |
✅ |
✅ |
✅ |
✅ |
✅ |
❌ |
View shift templates |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
Edit shift templates |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
Start/stop timers |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
Edit attendance (batch) |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
Approve time & charges (hours & rates) |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
Approve adjustments |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
View Invoices / Statements / Site locks |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
View workers tab |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
Financial reports |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
Access to Custom reports page |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
Seeing reports on Custom reports page (depends on org setup) |
✅ |
❌ |
❌ |
❌ |
❌ |
✅ |
Add expenses / adjustments |
✅ |
✅ |
❌ |
❌ |
❌ |
❌ |
User & site setup |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
| The Branch Screen is not automatically available to all roles. To activate this feature, assign the Agency User one of these role combinations: Branch and Planner or Administrator and Branch. |