Understanding Roles and Permissions in Tactic
Tactic provides a flexible roles and permissions system that allows administrators to control what users can see and do within the platform. Each user can be assigned a Role (Admin or Member) and one or more Permissions to manage resources, teams, or pages.
How to Assign User Roles and Permissions
Click your profile icon in the bottom-left corner of the screen.
Select Settings from the menu.
Go to Users & Teams.
Under the Users tab, click on the name of the user you want to edit.
This opens the User Settings panel, where you can:
View basic information about the user (name, email, title, working location, building, and timezone).
Set their Role (Admin or Member).
Assign Permissions.
Manage their Team assignments.
When finished, click Save to apply the changes.
Roles
Admin Role
Admins have full access to Tactic, including the ability to manage users, resources, and organizational settings.
Admins also inherit all permissions by default, including:
Scheduler
Team Manager
Report Manager
Resource Manager
Page Manager
This means Admins can create, edit, and delete reservations for any user, manage resources, approve or deny reservations, and update organization pages without needing to manually assign these permissions. Additional specialized permissions like Health Manager can also be added if needed.
Common Admin Capabilities:
Schedule or edit reservations for any user
Approve or deny reservations
Manage users, resources, and teams
Edit organization settings
View reports and analytics
Manage integrations and IT settings
Member Role
Members are standard users who can manage their own reservations and activity within Tactic. They can be granted additional permissions that expand their functionality—such as managing teams, resources, or creating reservations for others.
Permissions
Permissions can be assigned to both Admins and Members. Admins automatically receive all permissions, but these can be manually adjusted when needed.
Scheduler
The Scheduler permission allows a user to create reservations on behalf of any user in the organization. Schedulers can also edit or dete these reservations they have created. However, they cannot edit or cancel reservations users have made for themselves or approve or deny reservations.
Team Manager
Allows users to create, approve, and cancel reservations for users who are part of teams they manage.
Report Manager
Allows users to view analytics and download reports
Resource Manager
Allows users to edit, delete, or update resources (desks, rooms) they are assigned to.
Resource Managers can manage availability, restrictions and more for their assigned resources.
Health Manager
Allows users to view and manage organization-wide health and safety information.
Page Manager
Allows users to create and manage company pages.