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Restrict Planning Permissions

Hello,
We need a permission model where an agent can manage their own planning but cannot modify planning created by anyone else.

  1. An agent must be able to:

    • Create their own planning

    • Modify their own planning

  2. An agent must NOT be able to:

    • Modify or delete planning that was created by another user for them

  3. Some users (e.g., Service Delivery Managers) must be able to:

    • Plan time for their team members

    • But ideally not modify/delete planning created by other SDMs

For now, our configuration doesn’t allow

  • A regular agent without the Manage Team Plans permission:

    • Can create and modify their own planning

    • Cannot modify planning created by someone else (this is correct)

    • Cannot plan time for other users (this is a problem for SDMs)

  • A user with the Manage Team Plans permission:

    • Can plan time for other users

    • Can also modify/delete all planning entries for all users, including those created by someone else (which is a problem for us)

It seems like there is no option that allows to plan for others without also granting the permission to modify/delete all planning entries created by others, and that's what we need.

  • Florence Ganassin
  • May 29 2026
Tempo Products Tempo Planner
Tempo Platform Cloud
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