Roles
Many different roles can be created to reflect the different responsibilities of the users in your company. Roles can be configured, based on the workflow required of the user. For example, a Foreman may have different responsibilities than a Branch Manager, and thus, their permissions need to be different. Managing roles requires the Users and Settings access permission.
Roles can be accessed by navigating to the Settings tab and then clicking Roles in the left pane
Click Create new role to if you would like to add another role. Click Edit if you would like to edit permissions for a specific role.
Default Permissions
All users with a role will be able to sign in and complete tasks that were created by them, that are assigned to them, or that they are watching.
Safety Permissions
Incident Permissions
Inbox Permissions
Users Permissions
Other Permissions
Settings Permissions
Settings Access
- When disabled, users won't be able to manage organization settings.
- When enabled, users will be able to manage organization settings.
- When disabled, users won't be able to view, create, and update new collaborators.
- When enabled, users will be able to view, create, and update new collaborators.
- When disabled, users won't be able to view, update, and create new policies.
- When enabled, users will be able to view, updated, and create new policies.
- When disabled, users won't be able to view, update, and create new roles.
- When enabled, users will be able to view, update, and create new roles.
Please reach out to your CSM if you have any questions about role permissions.
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