How Feature Permissions Vary by Designation

In Taqtics, your designations inside your organization is mapped to a Taqtics role . Since different designations carry different levels of responsibility, the permissions are adjusted accordingly.

Higher-level roles (like Company Admins or Area Managers) need wider visibility and the ability to create, assign, and monitor workflows.

Operational roles (like Store Managers or Employees) are focused more on executing assigned tasks rather than creating or editing workflows.

Non-Creator roles exist for situations where someone needs oversight or reporting visibility, but without Creator access (e.g., an Area Manager who can monitor but not design processes).

ℹ️

This setup ensures:

Clear accountability — only the right roles can design and publish workflows.

Controlled access — sensitive features (like Creator Mode or BI Dashboards) aren’t exposed to roles that don’t need them.

Flexibility — organizations can match Taqtics roles with their own designations, so permissions reflect real-world responsibilities.

👉 If you want to learn how to map your company’s designations to Taqtics roles, check this guide: [link to your mapping page].

Taqtics Roles vs Your Designations

Explain the term role in taqtics and how it is mapped to designation of some internal tenant or client so we can map this across their designations

Company Admin

Area Manager

Store Manager

Non Creator Company Admin

Non Creator Area Manager

Non Creator Store Manager

Store Employee

User Manager

Process Manager

yaml
                   ┌──────────────────────────────┐
                   │       Company Admin          │
                   │   (full org-wide access)     │
                   │        [Creator ✓]           │
                   └──────────────┬───────────────┘
                                  │
            ┌─────────────────────┼─────────────────────┐
            │                     │                     │
┌───────────────────┐    ┌───────────────────┐   ┌───────────────────┐
│   Area Manager    │    │  Process Manager  │   │   User Manager    │
│  (regional scope) │    │(specific process) │   │  (user oversight) │
│     [Creator ✓]   │    └───────────────────┘   └───────────────────┘
└───────┬───────────┘
        │
┌───────────────────┐
│   Store Manager   │
│(store-level scope)│
│     [Creator ✓]   │
└───────┬───────────┘
        │
   ┌───────────────┐
   │  Store Emp    │
   │    (tasks)    │
   └───────────────┘
──────────────────────────────────────────────────────────────
  ┌──────────────────────────────┐    ┌──────────────────────────────┐
  │ Non-Creator Company Admin    │    │ Non-Creator Area Manager     │
  │   (except Creator access)    │    │   (except Creator access)    │
  └──────────────────────────────┘    └──────────────────────────────┘
                   ┌──────────────────────────────┐
                   │ Non-Creator Store Manager    │
                   │   (except Creator access)    │
                   └──────────────────────────────┘
──────────────────────────────────────────────────────────────
Legend:
[Creator ✓] = Role has Creator Access (can build workflows)
Non-Creator = Same scope but without Creator Access
──────────────────────────────────────────────────────────────

💡

Company Admin – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Full access: create, edit, assign, review, approve
E-Learning	✅ Create & assign courses, manage assessments
Reports	✅ All reports: Process, Audit, Store, User
Tickets	✅ Full ticket management (create, assign, close)
BI Dashboard	✅ Access to all dashboards
Executive Dashboard	✅ Access to all executive KPIs
Creator Mode	✅ Enabled (full workflow creation)

💡

Non-Creator Company Admin – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Manage all workflows, but ❌ cannot create new ones
E-Learning	✅ Assign & manage existing courses
Reports	✅ All reports across company
Tickets	✅ Manage tickets
BI Dashboard	✅ Access
Executive Dashboard	✅ Access
Creator Mode	❌ Disabled

💡

Area Manager – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Create/manage workflows for their region; review & approve
E-Learning	✅ Assign courses to their region
Reports	✅ Regional-level: Process, My Reports, Store Reports
Tickets	✅ Manage/assign tickets for their stores
BI Dashboard	✅ Regional dashboards
Executive Dashboard	❌ No access
Creator Mode	✅ Enabled (limited to their scope)

💡

Non-Creator Area Manager – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Manage workflows for their region, but ❌ cannot create new ones
E-Learning	✅ Assign existing courses
Reports	✅ Regional-level reports
Tickets	✅ Manage tickets for their stores
BI Dashboard	✅ Regional dashboards
Executive Dashboard	❌ No access
Creator Mode	❌ Disabled

💡

Store Manager – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Assigned checklists, approvals, workflow status
E-Learning	✅ Assign courses to their store
Reports	✅ My Reports, Store Reports
Tickets	✅ Manage tickets within their store
BI Dashboard	✅ Store dashboards
Executive Dashboard	❌ No access
Creator Mode	✅ Enabled (store-level workflows only)

💡

Non-Creator Store Manager – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Manage workflows for their store, but ❌ cannot create new ones
E-Learning	✅ Assign existing store-level courses
Reports	✅ My Reports, Store Reports
Tickets	✅ Manage store tickets
BI Dashboard	✅ Store dashboards
Executive Dashboard	❌ No access
Creator Mode	❌ Disabled

💡

Process Manager – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Access only to the processes they’re assigned to manage
E-Learning	❌ No access unless separately assigned
Reports	✅ Process Reports (shows wherever their managed process appears)
Tickets	❌ No ticket privileges unless configured
BI Dashboard	❌ No access
Executive Dashboard	❌ No access
Creator Mode	❌ No creation rights

💡

Store Employee – Feature Access

Feature Category	Access
Tasks & Workflows	✅ Assigned checklists, approvals
E-Learning	✅ Assigned courses
Reports	✅ My Reports only
Tickets	✅ Create/track their own tickets
BI Dashboard	❌ No access
Executive Dashboard	❌ No access
Creator Mode	❌ No access

💡

User Manager – Feature Access

Feature Category	Access
Tasks & Workflows	❌ No workflow management
E-Learning	❌ No course management
Reports	✅ User-related reports (assignments, activity logs)
Tickets	❌ No ticket access
BI Dashboard	❌ No access
Executive Dashboard	❌ No access
Creator Mode	❌ No creation rights

Feature permission by designations