How to Create and Edit Roles in Jolt
Roles help you manage what employees can see and do in Jolt. Here’s a step-by-step guide to help you create and edit roles easily.
Video Walkthrough: For a visual guide, watch this video tutorial.
Who Can Create and Edit Roles: Only users with one of the following admin roles can create or edit roles:
Location Website Admin
Content Group Admin
Company Admin
Step-by-Step Guide:
1. Access Roles in Jolt:
Log In: Open the Jolt Web Portal and log in to your account.
Go to Settings: Click on Settings in the main menu.
Select Roles: Find and click on Roles to access the role management page.
2. Creating a New Role:
Start Creation: Click the +New Role button at the top right corner of the page.
Name the Role: Enter a name for the role (e.g., Manager, Team Member).
Confirm: Click OK to create the role.
3. Configure Role Details:
Role Name: This is the name of the role or position you are creating.
Employee Login iPad Timeout (minutes): Set the amount of idle time before an employee is automatically logged out from the mobile app. The default setting is the company-wide standard if not specified.
Use for Scheduling: Check this box if this role will be used for scheduling shifts. This setting links the role to scheduling features.
Group Labor Target: Specify the percentage of labor costs associated with this role. This helps in budget tracking and forecasting.
Approved Time Off Requests Day Limit: Set the maximum number of time-off requests allowed per day for employees in this role.
Color: Choose a color to represent this role in schedules for better visual identification.
4. Set Role Access:
Access Levels: Define what this role can see and do within Jolt. This includes permissions for different features and sections. For more details, see the Role-based Admin Access article.
5. Assign Employees to the Role:
Find Employees: Click inside the box to view a list of all employees.
Select Employees: Choose which employees should be assigned to this role. Note: This option is visible only in Location Mode.
6. Set Up Notifications:
Create List Notifications: Set notifications for tasks and lists associated with this role.
Add Notification: Click +New Notification.
Choose List: Select the list you want to receive notifications for.
Select Notification Method: Decide how you want to be notified (e.g., email, push notification).
Set Notification Timing: Choose when notifications should be sent.
Save: Click Done to save your notification settings.
7. Configure Permission Settings:
Information Access:
Uncheck “(Select All Information)” if you want to restrict access to specific information.
Note: Information marked as “(Shared with All)” cannot be restricted.
For more details, see the Add Media to the Information Library article.
List Permission Settings:
Assignment: Allow this role to view and complete lists.
Management: Allow this role to assign specific list items to different people.
For detailed instructions, check the List Permission Settings article.
8. Save Your Changes:
Final Step: After configuring all settings, click Save in the top right corner to apply your changes.