User permission glossary

Timesheet

Edit

Lets the user directly edit full shift records - time in/out, cost codes, locations, and more. Required for most other timesheet permissions. Cannot be on at the same time as Suggest Edits.

Suggest Edits

Lets the user propose a change to a shift without the ability to make  it directly. Someone with Edit permission must accept it. Cannot be on at the same time as Edit permission above.

Edit Own Time

Lets the user edit only their own time entries. Requires Edit to be on.

Edit Own Time Only

Restricts the user to only editing their own time. No one else's records can be touched. Requires Edit Own Time to be on.

Edit Expenses

Lets the user add or change expenses on shifts such as per diem, truck allowance, or travel pay.

Edit Cost Codes

Lets the user change the cost code on a shift. Also unlocks the billable checkbox, hours, and comment fields.

Edit Locations

Lets the user change the location on a shift. Also enables the comment field.

Edit Classifications

Lets the user change the worker classification on a shift.

Edit Piecework

Lets the user add or change piecework entries on a shift.

Approve

Lets the user mark a shift as Approved. Cannot be on at the same time as Review permission.

Unapprove

Lets the user reverse an approval, returning a shift to unapproved status.

Review

Lets the user mark a shift as Reviewed, a lighter check-off step before full approval. Cannot be on at the same time as Approve permission.

Clear Review

Lets the user remove a Reviewed status from a shift.

Add Worker

Lets the user add a worker to a project from the timesheet.

Add Shift

Lets the user manually create a new shift for a worker.

Delete Profile Pic

Lets the user remove a worker's profile photo. 

Approve Daily Project

Lets the user approve all shifts for an entire project day in one action. Second level approval. Typically the final step before payroll. 

Unapprove Daily Project

Lets the user reverse a daily project approval,  first level approval will still need to be unapproved.

Bulk Create Shifts

Lets the user create multiple shift entries at once, for example for an entire crew. Only from Absentee currently. 

Bulk Upload Timesheet

Lets the user import timesheet data from a file. Can be set to expire after 24 hours.

Bulk Punch Out

Lets the user clock out multiple workers at once. Can be set to expire after 24 hours.

Absentee

Create Shift

Create a shift entry for a worker who didn’t check in that day but should have.

Create PTO

Create a time-off shift with custom reasons for a worker i.e. vacation, Jury duty, sick.

Mark No Show

Ability to flag a worker as a no-show for the day with custom reasons.

Set To Stop Tracking

Ability to flag a worker to no longer be tracked for attendance. Used when someone isn’t on that project but is not yet deactivated or has been terminated.

Broadcast

Create

Lets the user create and send broadcast messages to workers on a project.

Workers

See Money

Lets the user reports and payroll information on the worker profile including pay rates, payroll ID information, billing rates and more. Without this, all reports that have dollar information are hidden.

Create

Lets the user add new workers individually or via bulk upload.

Edit

Master switch for worker profiles. Required for most worker sub-permissions.

Edit User

Lets the user change worker profile information such as email, login, and dashboard access.

Edit Rate

Lets the user change a worker's pay rate.

Promote

Lets the user give access to a worker to the dashboard and upgrade their access i.e. from Worker to User.

Demote

Lets the user downgrade a user's role.

Recover

Lets the user restore a worker profile that was previously deactivated.

Delete

Lets the user deactivate a worker. The profile can be recovered.

Manage Devices

Lets the user manage and move SmartBarrel devices from the Dashboard.

Project Settings

Edit

Master switch for project settings. Lets the user modify the project name, address, timezone, rounding rules, break-rules, and general settings.

Create Project

Lets the user create new projects. If the user only has access to one division, the project will default to that division. 

Manage Crew

Lets the user create, edit, and delete crew assignments. Also unlocks the Crews page with the project.

Manage Working Shift

Lets the user create and edit working shift schedules such as Day Shift or Night Shift.

View Project Productivity

Lets the user see the productivity dashboard for the project.

Schedule Daily Summary

Lets the user configure automated daily summary reports to be emailed. Requires the company's Schedule Reports feature to be enabled.

View Cost Codes

Lets the user see cost codes on a project (read only).

Edit Cost Codes

Lets the user add, change, edit, or deactivate cost codes.

View Classifications

Lets the user see worker classifications (read only).

Edit Classifications

Lets the user add, change, edit, or deactivate project classifications.

View Piecework

Lets the user see piecework tracking data (read only).

Edit Piecework

Lets the user add, change, edit, or deactivate piecework options.

View Locations

Lets the user see project locations (read only).

Edit Locations

Lets the user add, change, edit, or deactivate project locations.

Manage Users

Lets the user add or remove users from a project and adjust their access.

Manage Per Diem

Lets the user create and edit per diem policies. Also unlocks the Per Diem Policies page.

View And Edit Per Diem Rates

Lets the user see and change the actual dollar amounts for per diem rates.

Time Rules

Edit

Lets the user configure time rules such as rounding rules and break rules on the project settings, working shifts, and individual project workers. 

Toolbox Talk

Edit

Lets the user create and modify Toolbox Talk safety meeting records.

View

Lets the user view Toolbox Talk records without being able to change them.

Work Summary

Edit

Lets the user create and modify daily work summary records.

View

Lets the user view work summary records without being able to change them.

Incidents

Edit

Lets the user create and modify incident reports.

View

Lets the user read incident reports without being able to change them.

Reports

Schedule Reports

Lets the user configure recurring automated reports. Requires the company's Schedule Reports feature to be enabled.

Integrations (Procore, CMiC, Vista, Plexxis)

Edit Project Settings

Lets the user configure how the integration connects to SmartBarrel projects.

Sync Cost Codes

Lets the user push or pull cost code data between SmartBarrel and the connected platform.

Sync Locations

Lets the user sync location data. Available for Procore only.

Sync Timesheets

Lets the user push or pull timesheet data.

Sync Daily Logs

Lets the user sync daily log records. Available for Procore only.