Sharing access
Manage who can access your business — change a manager's locations or remove their access.
The Shared access page lists everyone who can manage your business — pending invites and active managers — and lets you change which venues each one covers and what they're allowed to see and change, or remove their access altogether.
Who this is for
Owners and managers using the Shiftly web platform.
Before you start
- Open the business menu (your initials, top right) and choose Share access.
Who's on the list
Each row shows a person's name, email, their access (the owner is labelled Owner) and status — Pending (invited but not yet logged in) or Active. To add someone, see Inviting managers.
Change what a manager can do
Select Edit access on their row. For an active manager their name and email are locked; for a pending invite you can still adjust their name. Two things are yours to change:
Venues — leave All locations on to cover every current and future venue, or switch it off and pick them one by one. A manager only sees the venues you've granted.
Roles & permissions — a grid of the areas of Shiftly with a View and an Edit box each:
- Scheduling — Roster, Timesheets, Leave
- People & pay — Employee profiles, Pay & labour cost, TFN & bank details
- Business — Pay rules, Business settings, Manage team access
- Communication — Messaging
Ticking Edit turns View on with it, and clearing View clears Edit — so a manager can never end up able to change something they can't see. Areas you leave unticked don't appear for them at all.
Think twice before granting TFN & bank details or Pay & labour cost — those expose employees' private financial information and your labour costs. Manage team access lets that manager change other people's permissions.
Remove access
Select Remove access (the trash icon) on their row and confirm. For an active manager this revokes their access; for a pending invite it withdraws the invitation.
The business owner's own row can't be removed — there's no remove action on it, so you can't accidentally lock yourself out.