The Roles feature in WashStacks allows you to define what different team members can see and do across the platform. You can create new roles, control access to HR data, customize permissions by section, and assign roles to users, so that everyone has the right level of access for their responsibilities.
Step 1: Open the Roles Page
Go to Settings (gear icon in the bottom-left corner), then select Roles.
Step 2: Create a New Role
Click Add Role in the top right.
Enter a name that clearly describes the role (e.g., Site Manager, Maintenance Tech).
If you have Talent, choose the role type:
Employee Role: This role appears under Talent for new hires and promotions.
User Role: Will not show up under Talent.
Step 3: Configure Role Visibility (Employee Roles Only)
If you select Employee Role, you’ll see an extra section called Can See These Roles. This controls which roles the user can view in HR-related areas, like:
• Reviews
• Counseling records
• Employee profiles
Example: To allow Managers to view HR info for Guest Attendants and Sales Associates, add those roles to the visibility list.
Step 4: Set Role Permissions
For each area of the platform, assign one or more of the following permissions:
View – Allows read-only access
Add – Allows creating new items
Manage – Allows editing existing items
Delete - Allows deletion of existing items
Report – Allows access to reporting tools
Permissions within WashStacks are additive, so a user who should be able to add / edit something needs to also be able to view it.
Once added, Roles become available to assign to Users or Employees (if you have Talent).
Next Steps
Review your roles regularly to make sure they reflect your current team structure
Use “Can See These Roles” to manage HR visibility responsibly
Adjust permissions over time as your needs evolve