Getting started
Roles and permissions
Workclave has three roles: Workspace admin, Team manager and Member. See what each role can do and how roles change.
The three roles
| Role | Who usually has it | Main abilities |
|---|---|---|
| Workspace admin | The person who created the workspace (owner or admin) | Everything: workspace settings, holidays, shifts, leave types, payroll, departments, join requests, and approval of any pending session. |
| Team manager | HODs and managers | Approvals routed to them, the Team page, Reports, creating projects and teams, inviting people. |
| Member | Employees and staff | Own sessions, projects, leave, payslips, salary advance requests and notifications. |
Approval rules
- Nobody can approve their own session, leave request, salary advance or payroll adjustment.
- Workspace admins can approve any pending session in the workspace.
- Team managers can approve only the sessions that Workclave routes to them.
- Leave requests go to one reviewer. Workspace admins can also decide any leave request.
- Only workspace admins can see and run payroll.
Read Approve sessions to learn how Workclave picks a reviewer.
How roles change
- A Member becomes a Team manager when an admin clicks Promote to HOD on the Team page, or picks them as a department manager. See Departments and HODs.
- Everyone who joins by invite or join request starts as a Member.
The web app does not yet have a control to make another person a Workspace admin. The person who creates the workspace is its admin.
If you are the only workspace admin, you cannot change your own role. Workclave shows “You are the only workspace admin. Add another admin before changing your role.”
Explorer accounts
Accounts made with a personal email work alone. The Team, Approvals and Reports menu items are hidden. See Explorer mode.
Related articles
Send workspace invites, help invited people join the right workspace, and track pending invites.
Create departments, place each person in one department and choose a Head of Department (HOD).
Learn who reviews each session, how to approve or send back timesheets, and how to approve many at once.
Accounts made with Gmail and other personal addresses start in Explorer mode. Learn what it includes and how to create a team workspace.