Who can do what
Everyone in Folke has one of five permission levels, chosen by an Organisation Admin. The levels are there so that whenever someone asks for a break, there’s always someone who can say yes.
The five levels
Section titled “The five levels”Each level can do everything the one before it can, and more, apart from the Planner, which Leave Managers don’t have.
- Staff Member books and looks after their own leave, and sees the team calendar as far as your organisation’s Calendar Visibility allows.
- Role Manager also approves and rejects leave for team members in the same team role, and can cancel it before it starts. They need a team role of their own: without one, they can’t decide anyone’s leave. They see everyone on the calendar, but only open the requests of team members in their own role. On Pro, they see their own role on the Planner.
- Leave Manager does the same for everyone in the organisation.
- Team Manager can also cancel leave that has started. On Pro, they also see who’s around today on their dashboard, and everyone on the Planner.
- Organisation Admin can do everything: team members, settings, dates, billing, and Analytics and the Planner (on Pro), changing someone’s leave, and booking leave for someone. They’re also the ones who approve anyone asking to join.
A few rules
Section titled “A few rules”- Nobody approves their own leave, apart from an Organisation Admin. A manager’s own request goes to the other managers who can decide it.
- You can’t change your own permission level.
- An organisation always keeps at least one Organisation Admin, so promote someone else before moving the last one.
- You can’t remove yourself from the organisation.
At a glance
Section titled “At a glance”| What | Who |
|---|---|
| Book and see your own leave | Everyone |
| See the team calendar | Everyone |
| Approve, reject, and cancel before it starts, for your own team role | Role Manager and above |
| Approve, reject, and cancel before it starts, for everyone | Leave Manager and above |
| Cancel leave once it has started | Team Manager, Organisation Admin |
| Change someone’s leave, until it has ended | Team Manager, Organisation Admin |
| See who’s around today, on Pro | Team Manager, Organisation Admin |
| The Planner for your own team role, on Pro | Role Manager, Team Manager, Organisation Admin |
| The Planner for everyone, on Pro | Team Manager, Organisation Admin |
| Save projects on the Planner, for the team members you see there, on Pro | Role Manager, Team Manager, Organisation Admin |
| Book leave for someone | Organisation Admin |
| Approve anyone asking to join | Organisation Admin |
| Team members, settings, dates, billing and Analytics | Organisation Admin |
When an admin chooses someone’s level, the info button beside What can they do? opens What each level can do, which compares every level side by side. Where it says managers can “approve and book leave”, that’s approving. Booking leave on someone else’s behalf is for Organisation Admins only, from Team. See Booking leave for someone.
Who sees what
Section titled “Who sees what”- Anyone who can see you on the calendar sees your leave type, but never your notes.
- Your notes are only for you and the managers who can open your request.
- On Pro, Moments and the rota show everyone in the organisation, whatever the calendar shows. Birthdays only appear for team members who have chosen to show theirs.
Pages for you
Section titled “Pages for you”Staff Member
- Booking time off
- Days you can’t pick
- Half days and hours
- My Leave and your requests
- Changing or cancelling leave
- Your allowance
- Time for a break
- Seeing leave in your calendar
- The team calendar
- Your profile and privacy
- Notifications
- Security
On Pro, also:
Role Manager and Leave Manager: all of the above, plus
- Approving requests
- What a request shows you
- Your team’s leave
- Changing or cancelling someone’s leave
On Pro, Role Managers also have the Planner, for their own team role.
Team Manager: the same pages, and the Planner for everyone on Pro. Cancelling leave once it has started is in Changing or cancelling someone’s leave, and Around today is in Your status and working week. You can change someone’s leave too, from Edit on it: see the same page.
Organisation Admin: all of the above, plus
- First steps for admins
- Team members and invites
- A team member’s page
- Team roles
- Leave types and allowances
- Bank holidays
- Organisation dates
- Organisation settings
- Importing leave
- Booking leave for someone
- Plans and billing
On Pro, also:
Still stuck? Email hey@myfolke.com.