> ## Documentation Index
> Fetch the complete documentation index at: https://www.planmyrounds.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> A reference for what admins and members can and can't do in PlanMyRounds — rosters, shifts, leave, swaps, and settings — and how to change a role.

PlanMyRounds uses two roles: **Admin** and **Member**. Every person in your organisation has exactly one of them. This page is a quick reference for what each role can do and how to switch between them.

## What admins can do

Admins have full access to everything in your organisation. An admin can:

* Create, edit, publish, and archive [duty rosters](/docs/rosters/overview).
* Manage [shift templates](/docs/shifts/overview) — create, edit, and deactivate.
* Add, edit, deactivate, and remove [doctor profiles](/docs/team/doctor-profiles).
* Submit, approve, and reject [leave requests](/docs/leave/overview) on behalf of any doctor.
* Create and manage [leave types](/docs/leave/leave-types).
* Invite new members and admins to the organisation.
* Deactivate or remove other members (but not themselves).
* Access organisation settings.

## What members can do

Members have a read-oriented view of the organisation. A member can:

* View all published rosters and the team calendar.
* View leave types (read only).
* Submit [leave requests](/docs/leave/applying-for-leave) for themselves — if linked to a doctor profile.
* View their own leave history and current status.
* Request [duty swaps](/docs/swaps/requesting-a-swap) on published rosters.

Members **cannot** create rosters, approve leave, manage other members, or change organisation settings.

## Permissions at a glance

| Action | Admin | Member |
| - | :-: | :-: |
| View published rosters | ✓ | ✓ |
| Create or edit rosters | ✓ | — |
| Publish or archive rosters | ✓ | — |
| Manage shift templates | ✓ | — |
| Manage doctor profiles | ✓ | — |
| Submit own leave | ✓ | ✓ (if linked) |
| Submit leave for others | ✓ | — |
| Approve or reject leave | ✓ | — |
| Manage leave types | ✓ | — |
| Request a swap | ✓ | ✓ (if linked) |
| Invite or remove members | ✓ | — |
| Change roles | ✓ | — |
| Access organisation settings | ✓ | — |

## Change a member's role

Admins can update any other member's role at any time.

**1. Open Members**

Go to **Settings › Members**.

**2. Find the person**

Locate them in the members list.

**3. Edit**

Select the edit (pencil) icon next to their name.

**4. Switch the role**

Change the role to **Admin** or **Member** and save.

> [!WARNING]
>
> Granting someone the **Admin** role gives them full control of your organisation, including the ability to manage other members. Only grant admin access to people you trust.

## Doctor profiles vs. member accounts

A **member account** is what a person uses to log in. A **doctor profile** is the scheduling record used when generating rosters. The two can be linked, which is what lets a signed-in doctor see their own shifts, submit their own leave, and request swaps.

Linking is **optional**:

* You can have doctor profiles for people who don't have PlanMyRounds accounts — the admin manages everything for them.
* You can have member accounts that aren't linked to any doctor — useful for scheduling-only admins.

See [Updating a doctor's profile](/docs/team/doctor-profiles#link-a-doctor-to-a-member-account) for how to link the two.

## Next steps

> **[Invite a team member](/docs/team/inviting-a-member)**
>
> Add someone new with the right role from day one.

> **[Deactivate or remove a member](/docs/team/removing-a-user)**
>
> Revoke access while preserving history.


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