What are Roles and Positions?

Your Essential account comes with predefined Positions and Roles which you may keep as is or customize. Positions are the various job titles given to team members (e.g., Sales Associate, Manager), whereas Roles dictate what someone can see and do in Woven. When adding team members to Woven, you must assign a Position and Role to that person.

Positions and Roles often mimic one another. For example, you can name both a Position and Role “Manager.” When assigning the “Manager” Position to a team member, you’re indicating that this team member has the “Manager” position on your team. When assigning the “Manager” Role to a team member, you’re giving that team member the ability to perform certain functions in Woven. For instance, the team member with a “Manager” role can send announcements, whereas a team member with a lower-authority role like “Team Member” cannot.

PRO TIP: If you’d like to customize the Positions and Roles, we suggest going more granular with Positions since team members with different positions can usually be assigned a single role to control what they can do in Woven. It’s actually common to group all team members that lack managerial duties into one role. We call this the “Team Member” Role, and it limits users to just the Home page, Team Hub, and the Knowledge Base. Simply put, these users cannot manage content in Woven. For example, you could create “Front Desk,” “Sales Associate,” and “Custodian” as Positions in Woven, then assign team members with any of those Positions the “Team Member” Role.

How do I see these predefined Positions and Roles?

The predefined Positions and Roles are located in Account Settings. To access Account Settings, click the Building icon in the upper right-hand corner. Select “Account Settings.” Find the predefined Positions on the “Positions” tab and the predefined “Roles” on the “Security” tab.

What are the predefined Positions, and how can you change them?

Your Essential account comes with the following predefined Positions:

• Owner
• Manager
• Team Member

To add a Position:

• Select Building icon in the upper right-hand corner
• Select Account Settings
• Select the Positions tab
• Click the + Add Position text
• Name the new position
• Click the green Add Position button
• Now on that new position’s page, you may also change the color of that position or write a job description for that position. Select the Back to Positions List text to return to the Positions tab.

To change or remove the predefined Position:

• Select Building icon in the upper right-hand corner
• Select Account Settings
• Select the Positions tab
• Click the position you want to change or remove
• Edit the Position Name field to change the name or click the yellow Actions button then select Delete Position to remove the predefined position

What are the predefined Roles, and how can you change them?

Your Essential account comes with the following predefined Roles:

• Owner – full access to all Essential features
• Manager – full access to all Essential features with the following exceptions:
  • Cannot access announcements created by other users
  • Cannot make updates in Account Settings
  • Cannot change the designated manager of a location
  • Cannot view or edit personal account
• Team Member – limited permissions but can access the Home page, Team Hub, and Knowledge Base

To add a Role, review the “Security” Help Article.

To change or remove the predefined Role:

• Select Building icon in the upper right-hand corner
• Select Account Settings
• Select the Security tab
• Click the role you want to change or remove
• Make any updates to the role (reference the “Security” Help Article for guidance) or click the yellow Actions button then select Delete Role to remove the predefined role