How do I Configure User Permissions?

This article outlines each individual permission and their expected behavior

Things to Know

• Users that have not had their permissions altered since the update will show the permissions of the predefined template prior to the update.
• Some permissions have a parent/child relationship, meaning that the parent must be enabled for the child permissions to be enabled. Parent/child relationships will be noted in the cheat sheet below. 
  • If a parent permission is OFF, the child permissions can not be enabled.
  • If a parent permission is ON, the child permissions can be enabled or disabled as needed.
• Admins will have all permissions enabled by default
• Some user types will have specific permissions locked by default
• User settings and permissions can be accessed by finding the user and clicking the blue shield icon in the actions column

Permission Cheat Sheet:

Timesheet

• Edit
  • Edit is the parent of all timesheet permissions except add worker
    • If on, individual child permissions can be disabled
  • Controls if users can make changes on timesheet
    • Merge
    • Split
    • Edit punches
    • Facial verification toggle
    • PPE override
• Add worker
  • Controls if Users can add workers via the timesheet
• Unapprove
  • Controls if Users can Unapprove shifts that have already been approved
• Edit productivity
  • Controls if Users can edit productivity on shifts in the timesheet
  • If off, Users will still be able to view productivity, but not make any edits
• Approve
  • Controls if Users can approve shifts in the timesheet
• Delete profile pic
  • Controls if users can or cannot remove profile pictures
• Add shift
  • Controls if Users can add shifts of any type (labor, transfer, pto, etc.)

Broadcast

• Create
  • Controls if the user can create and schedule broadcast messages

Workers

• See Money
  • Controls if Users can view money, such as rates in the worker profile or financial calculations in the reports app
• Create
  • Controls if users can add workers from the workers page
• Onboard Workers
  
  • Controls if Users can onboard workers through the project workers page
• Edit
  • Controls If Users can edit all worker fields
  • Parent of the other “worker edit” permissions
• Edit Profile
  • Controls If Users can edit basic worker profile
  • Child of edit
• Edit User
  • Controls If Users can edit dashboard user settings and permissions
  • Child of edit
• Edit Payroll
  • Controls if Users can edit worker’s payroll settings
  • Child of edit
• Edit Rate
  • Controls If Users can edit only the rate
  • Child of edit payroll
    
    
• Promote
  • Controls if Users can promote workers to users
  • Child of edit
    
    
• Demote
  • Controls if users can demote users back to workers. The demote function removes all dashboard access. 
  • Child of edit
• Recover
  • Controls if Users can recover workers that were previously deleted and still belong to their company.
• Delete
  • Controls if Users can delete workers and users. 

Project Settings

• Edit
  • Controls if users edit and view project settings

Time Rules

• Edit
  • Controls if users edit and view time rounding rules and break rules

Toolbox Talk

• Edit
  • Controls if users edit and view toolbox talks

Work Summary

• Edit
  • Controls if users can edit and view work summaries

Incidents

• Edit
  • Controls if users edit and view incident reports