Settings·Napa·Wednesday Apr 29, 2026 · 1:42 PM
MR
Maria R.
Franchisee

Roles & permissions · Brand defaults

Role catalog and permission matrix. Authored at the corporate tier; locations inherit by default.
Brand default
Role catalog
Four roles in the brand-default catalog. Each carries a fixed permission set.
Brand default
MR
Franchisee
Full read-write across their location(s). Location-tier admin.
All location settings
JT
Float Consultant
Booking, intake, and own-schedule access.
Booking · CRM · Playbooks
AP
Regional Developer
Read-only across locations in their territory.
Read-only · territory
NJ
Corporate
Full read-write across the brand. Authoring tier for brand defaults.
All + brand defaults
Approval & routing rules
Which events route to which role's Tasks tab — and how long they have to respond before escalation.
Brand default
Event
Source
Routes to
SLA
Critical field edit (slug, region, brand)
Franchisee
Corporate
24 hrs
Time-off request
Any staff
Franchisee
48 hrs
Availability change request
Any staff
Franchisee
72 hrs
Shift swap request
Any staff
Franchisee
24 hrs
Coaching play sign-off
Consultant
Franchisee
on completion
Onboarding stage gate
New hire
Franchisee
pre-shift
Tasks past SLA escalate to the next tier (Franchisee → Corporate) and surface in the Audit log with an escalation tag.