What permissions are enabled by default per user type?

This article outlines the permissions and default access granted to different user roles within the system.

Admin: Full access to all functionalities in the system.

Project Admin: Very advanced (Power Project Manager) user with full control of the assigned projects.

Default permissions by section: 

    • Timesheet
      - Most features 
      Not Enabled: Bulk features to upload timesheets, create shifts, punch out, and approve daily projects.
    • Workers
      - Most features 
      Not Enabled: Edit rate and make edit users profiles (promote, demote)
    • Project Settings
      - Most features
      Not Enabled: Create new projects and edit cost codes and classifications; permissions to schedule Daily Summary and manage crews
    • Full access to: 
      - Time Rules, Toolbox talk, Work Summary, Incidents and Broadcasting tool
    • No permissions to schedule reports

Project Manager: Advanced user with administrative control in the assigned projects.

Default permissions by section: 

    • Timesheet
      - Edit, add and approve shifts 
      - Add project workers and delete profile picture 
      - Edit productivity
      - No permissions to bulk features, approve daily projects, or unapprove shifts 
    • Workers
      - No permissions
    • Project Settings 
      - Edit project settings 
      - View only to cost codes, classifications, piecework, location, and project productivity
    • Full access to:
      - Time Rules, Toolbox talk, Work Summary, Incidents and Broadcasting tool
    • No permission to schedule reports

Users: Limited access user with few write privileges available

Default permissions by section: 

    • Timesheet
      - Edit, add and approve shifts 
      - Delete profile picture
      - Edit productivity.
    • Workers 
      -No permissions
    • Project Settings
      - Edit project settings and broadcast
    • Edit and view the time rules, Toolbox talk, Work summary, and Incidents
    • No permission to schedule reports

Restricted Users: Very limited access user, read-only by default

Default permissions by section: 

    • Only read
    • No edits allowed

Note: New permissions have been updated.

  • Previous project admins now have productivity permissions enabled by default because the user type allowed it. Please review if those permissions need to be enabled according to your preference or turn them off manually.
  • However, new permissions under "Timesheet" are set to false by default and would need to be added per permission.