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Info

  • Examples of permissions for certain employee roles.

  • Only the permissions that are enabled for each employee role are listed.

  • All permissions not listed are disabled.

Note

  • These are to be used as a reference only.

  • You will need to adjust permissions per employee to fit your organization's need.

Employee permissions are found here:

  • Toolbar > Employees icon > Permissions tab

  • Sub-tabs = General / Access Forms / Dates & Quantities / Mobile

Info

Shop worker /

Install Employee

Installer

General

Image RemovedImage Added

Mobile

Image RemovedImage Added

Access Forms

Dates & Quantities

None
PM

(none)

Info

Project manager / Designer

Employee

General

Access Forms

Dates & Quantities