Gatekeeper user role

The gatekeeper is a person who can view all the tasks that are currently assigned to stores and any pending task assignments that task owners have created throughout the organization. The gatekeeper can view the current capacity of the stores and determine whether to release a task to the stores or return the task to the owner for changes.

A user must be assigned the gatekeeper role for every part of the organization that uses task management. In most situations, a single gatekeeper is assigned for the entire company. Gatekeepers can also be assigned to each region or district in the company.

User roles can be assigned through the Employee Import process or directly in the system under Maintenance > Security > Users or Maintenance > Security > Team Security > Team.