User Level Permissions

Understanding Permissions in Delightree

There are two types of permissions in Delightree:

1. User Level Permissions (System-Set)
These are the standard permissions tied to each user level (Master Admin, Admin, Location Owner, etc.).
They are built into the system and cannot be modified.

Think of these as the foundation of what each level can access.

2. User Role Permissions (Customizable by You)
These are the job roles your team creates inside Delightree (for example: Owner, General Manager, Shift Lead, Trainer, etc.).

You configure these roles and decide:

What they can see
What they can access
What responsibilities they have

This gives you flexibility to match Delightree to your organizational structure.

In Simple Terms

User Level = system-defined access (fixed)
User Role = your internal job structure (customizable)

Both work together to determine what someone can do in the platform.

Master Admin

Full system control across all modules, locations, and settings.

Admin

Full operational access with limited company-level controls.

Franchisor Staff

Corporate-level access to manage and support locations.

Location Owner

Oversight access for their specific location(s).

Location Admin

Manages day-to-day operations at the location level.

Location Staff

Frontline users completing assigned tasks and training.

Module Access by Role

Below is a simplified breakdown of what each level can do.

Compliance

Action	Who Can Do It
Access Compliance Module	All except Location Staff
Create Documents	All except Location Staff
Approve Documents	Master Admin, Admin only

Tasks

Action	Who Can Do It
Access Tasks	All roles
Create Tasks	All except Location Staff

Knowledge Base

Action	Who Can Do It
Access Knowledge Base	All roles
Add Content	All except Location Staff
Add Folders	All except Location Staff

Site Visits

Action	Who Can Do It
Access Site Visits	All except Location Staff
Create Site Visit	Master Admin, Admin only
Conduct Site Visit	All except Location Staff

Forms & Checklists

Action	Who Can Do It
Access Forms	All roles
Create Forms	All except Location Staff

Training

Action	Who Can Do It
Access Training	All roles
Create Training Paths	All except Location Staff

Members (User Management)

Action	Who Can Do It
Access Members	All except Location Staff
Add Members	Master Admin, Admin, Location Owner, Location Admin

Locations

Action	Who Can Do It
Access Locations	All except Location Staff
Add New Locations	Master Admin, Admin only
Edit Location Details	Master Admin, Admin, Franchisor Staff, Location Owner

Location Launcher

Action	Who Can Do It
Access Location Launcher	All except Location Staff
Add New Location	Master Admin, Admin only
Create Boards	Master Admin, Admin only

User Roles

Action	Who Can Do It
Access User Roles	Master Admin, Admin, Location Owner, Location Admin
Add New User Role	Master Admin, Admin only

Company Settings

Action	Who Can Do It
Access Company Details	Master Admin only
Edit Company Details	Master Admin only

Custom Fields

Action	Who Can Do It
Manage Custom Fields	Master Admin, Admin only

Chat Settings

Action	Who Can Do It
Manage Chat Settings	Master Admin, Admin only

Brand Guide

Action	Who Can Do It
Access Brand Guide	Master Admin only
Edit Brand Guide	Master Admin only

Integrations

Action	Who Can Do It
Access Integrations	Master Admin, Admin, Location Owner

Announcements

Action	Who Can Do It
View Announcements	All roles
Create Announcements	Master Admin, Admin only

Ownership Groups & Location Groups

Action	Who Can Do It
Access Groups	All except Location Staff
Manage Groups	Master Admin, Admin only
Manage Documents	Master Admin, Admin only

Custom Homepage

Action	Who Can Do It
Access	Master Admin, Admin only
Manage & Assign	Master Admin, Admin only

Key Takeaways

Location Staff are primarily execution-focused (training, tasks, forms).
Location Admins and Owners manage their team’s day-to-day operations.
Franchisor Staff support across locations.
Admin and Master Admin control structure, setup, and system-wide settings.