Enable Workforce Rota & Notifications permissions

Assign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.

What you need before you start

• Access to Admin Area → Setup → Staff → Roles → Human Resource Management.
• The Human Resource Management: View capability or administrator access.
• The correct employee, record, period or authorised evidence.

How to do it

1. Open the staff role.
2. Enable View to open the workspace.
3. Enable Settings to change recipients, weekly automation and builder defaults.
4. Enable Create to add availability and create/clone rotas.
5. Enable Edit to delete availability and edit existing rotas.
6. Enable Approve to publish, schedule, send, amend or cancel rotas.
7. Save and test with a non-administrator account.

Fields and options

What the module checks

• The action is permission-aware.
• Required values must pass the exact server-side validation.
• Verify the saved record and audit/log result.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

• If the control is missing, confirm the required HRM permission and module version 1.3.0.
• If saving fails, correct the exact field or state named in the validation message.
• If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.

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