Promoting a staff member to manager
Give a staff member manager access, and choose exactly what they can see and change.
You can promote an existing staff member to a manager, choosing which venues they cover and exactly which parts of the business they can see and change — while they stay on as an employee.
Who this is for
Owners and managers using the Shiftly web platform.
Before you start
- Open People from the main navigation.
- The person must be active (they've completed onboarding). The promote option doesn't appear for draft, pending or already-manager staff, or for yourself.
Promote a staff member
Choose Promote to Manager
Open the action menu at the end of an active staff member's row and select Promote to Manager.
Check their details and venues
The Promote … to manager screen opens with their name and email already filled in — they come from the employee record, so you can't edit them here.
Under Locations, leave All locations on to give them every current and future venue, or switch it off to pick venues one by one.
Choose what they can do
Roles & permissions is a grid of the areas of Shiftly, each with a View and an Edit box:
- Scheduling — Roster, Timesheets, Leave
- People & pay — Employee profiles, Pay & labour cost, TFN & bank details
- Business — Pay rules, Business settings, Manage team access
- Communication — Messaging
Tick View to let them see an area, and Edit to let them change it. The two are linked, so you can't accidentally grant a half-permission: ticking Edit turns View on with it, and clearing View clears Edit too. Anything left unticked simply doesn't appear for them — the roster's publishing controls, for example, are hidden from a manager with view-only roster access.
Use the section headers to collapse areas you're not changing.
Send the invite
Select Send invite. They're emailed an invitation to set up their manager sign-in.
Be deliberate about TFN & bank details and Pay & labour cost — those are the two areas that expose an employee's private financial information and your labour costs. Manage team access lets a manager change other people's permissions, including their own.
What changes
- The person keeps their employment record — they're still an employee you can roster and pay, and now a manager too.
- Their manager access covers the venues and areas you chose. You can change both later from Shared access — the same screen covers managers you invite directly (see Sharing access).
- If you later remove them as an employee, their manager access remains and they can still sign in — see Removing staff.