As a default Workforce is setup with 2 roles each for both office and field staff
- In office manager (access to everything in the web based management system)
- Office admin (access to everything apart from the settings and management sections)
- Full fieldworker (access to everything including invoicing and customer database)
- Limited fieldworker (access only to the jobs that they have to be done. No access to customer database and cost/ invoicing).
Creating custom permissions
You can further restrict what staff members can see and do from within the Roles & Permissions section of your account which can be found by going to Settings > Roles & Permissions.
Examples of what you can do with Roles & Permissions
- Hide particular statuses from your fieldworkers
- Hide Quotes/Jobs/Invoice sections from office staff
- Show Invoices or Quotes to fieldworkers
Adding a new Role
To add a new role first select + New Role
Once you have done this you can then give your Role a name and decide if the role is for Fieldworkers or office staff.
Once your new role has been saved you can then go into the permissions section and click on the permission set you want to edit
Click on the particular permission you wish to enable or disable for your role and use the tick boxes to select
when you have completed your changed dont forget to click save
Remember that you will then need to go into each staff members profile and allocate this new role to them. you can do this in settings > Staff management > go into staff member
Permissions will be effective immediately but your users may need to logout and back in again for them to become active.
If your users have any further issues with permissions becoming active they may need to clear browser cache (for web users) or they can delete and re install the mobile App (for mobile users)