Admin
You have the highest level of access in the Rota Management System. You’re responsible for managing the overall system infrastructure, including user accounts, team organization, and role configuration.
Your dashboard
Section titled “Your dashboard”When you log in, you’ll see:
- Total active users across all roles
- Teams requiring configuration updates
- Pending user account requests
- System configuration alerts
- Role assignment changes awaiting approval
What you can do
Section titled “What you can do”User & Team Management
Section titled “User & Team Management”Your access: Full control over users, teams, and system configuration
You can create and manage user accounts, organize teams, and configure system-wide settings.
System Configuration
Section titled “System Configuration”Your access: Full access to Configuration Centre
You can manage system-wide settings, customize workflows, and maintain operational standards.
Request Management
Section titled “Request Management”Your access: View all requests, manage system-level requests
You can see all requests across the system and handle administrative request types.
Common tasks for Admins
Section titled “Common tasks for Admins”Weekly user management review
- Check dashboard for pending user requests
- Review team structure for completeness
- Verify role assignments are current
- Process any user access changes
- Update Configuration Centre as needed
Onboarding new team members
- Create user account with appropriate role
- Assign to relevant teams
- Configure access permissions
- Verify login credentials work
- Provide orientation materials
Managing system configuration
- Go to Configuration Centre
- Review current settings and policies
- Make necessary updates
- Test changes in staging environment
- Document configuration changes
Handling access issues
- Identify the user and their required access
- Check current role and team assignments
- Update permissions as needed
- Verify changes resolve the issue
- Document resolution for future reference
Quick reference
Section titled “Quick reference”Key navigation:
- User management: Admin → User Management
- Team setup: Admin → Team Management
- System config: Admin → Configuration Centre
- Reports: Admin → Reports & Analytics
Your unique capabilities:
- Create and delete user accounts
- Modify system-wide settings
- Access all user data and reports
- Configure roles and permissions