Role Matrix for Client Users

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

Inbox access

✅

✅

✅

✅

✅

Post Shifts 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

✅

❌

❌

❌

❌

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