Employee permissions (examples)

By Mike Nelson (Unlicensed)
2 min

  • 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.

  • 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

Shop worker / Installer

General

Mobile

Access Forms

Dates & Quantities

(none)

Project manager / Designer

General

Access Forms

Dates & Quantities

 

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