Set up positions

A position is a role you schedule by — Server, Kitchen, Bar, Front desk. The schedule table groups people by position, so getting these right early saves rework.

Add a position

1. Open your workplace settings on the web.
2. Choose Add Position.
3. Name the position, switch on any permissions it needs, and save it.
4. Repeat for each role you schedule separately.

TetBee asks you to add at least one more position besides Owner before you can finish setup. Owner alone isn’t enough to build a schedule.

Position permissions

When you add or edit a position, you can switch on extra permissions for it. Permissions belong to the position — everyone in that position gets them. This is how you give a shift lead a bit more responsibility without making them an Admin. Owners and Admins can do all of this already, so these switches are for your other positions.

• Can access place information — edit the workplace’s own details, like its name and info.
• Can access daily schedule review — see the daily review on the home screen and confirm shifts as people finish them. Only matters if your workplace uses shift sign-out, and it comes included with Can make schedule.
• Can post announcements — write announcements and choose which positions receive them.
• Can access all announcements — read announcements sent to any position, not just their own. Announcements meant only for Admins stay hidden.
• Can access all positions’ chat rooms — join every position’s chat room except the Admin room. Without this, people are only in their own position’s rooms.
• Can make schedule — the big one. The schedule tab switches to the manager view: build, edit and publish schedules, see everyone’s availability, and approve time off, shift trades and availability changes.
• Can access other staff’s contacts — see teammates’ phone numbers on their profiles and call them from chats.
• Can update other staff’s position and nickname — change teammates’ positions and display names.
• Can upload workplace files — add documents to the workplace’s shared files.
• Can access all workplace files — see documents shared with any position, not just their own. Files meant only for Admins stay hidden.

Can make schedule effectively makes someone a scheduler for the whole workplace — they’ll see everyone’s availability and approve requests. Give it deliberately.

How many should you create

Create a position for every group you’d schedule as a block. If two roles always work the same shifts and you never think of them separately, one position is enough.

You can add and rename positions later, so don’t over-plan this. Next: Add your staff.