User Roles and Permissions Overview

Kwilio uses a role-based access control (RBAC) system to manage what different users can do in the application. Understanding roles and permissions helps you control access appropriately and maintain security.

Default Roles

Tenant Admin

Full access to all features and settings. Can manage users, roles, billing, and all business operations. Typically assigned to business owners or managers.

Manager

Can manage employees, schedules, appointments, and view reports. Usually cannot modify company settings or billing information.

Employee

Can view their own schedule, clock in/out, request time off, and update their availability. Limited access to client information and no administrative functions.

Common Permissions

Permissions control specific actions:

• Scheduling: Create, edit, or delete appointments and schedules
• Clients: View, add, edit, or delete client information
• Time Tracking: View or approve time entries
• Billing: Create invoices, view payments, manage billing
• Settings: Modify company settings, manage users, configure roles

Setting Up Roles

To configure roles:

1. Go to "Settings" → "Roles"
2. View existing roles or create new custom roles
3. Assign specific permissions to each role
4. Assign roles to users as needed

Best Practices

• Follow the principle of least privilege - give users only the access they need
• Regularly review user roles and permissions
• Create custom roles for specific job functions if needed
• Document your role structure for consistency