By default, there are four roles to choose from:
- Employee
- Employee editor
- Group manager
- Administrator
Note:
We encourage you to consult with us before making any changes to existing roles, as you may inadvertently break things, including locking yourself out of your own account.
For your convenience, we have a table of the default settings, which you can find at the bottom of the page.
Employee
This role is meant for employees that are not allowed to edit their timesheets.
Users with an “Employee” role can
- Punch in/out
- Start tasks
- Request time-off
- View and approve their own timesheets
This is how the dashboard looks like:
Employee editor
This role is meant for employees that are allowed to edit their timesheets.
Users with an “Employee editor” role can
- Punch in/out
- Start tasks
- Request time-off
- View, edit and approve their own timesheets (editing allowed if the timesheet isn’t approved)
This is how the dashboard looks like:
Group manager
This role is meant for department managers that need to approve their employees’ time-off requests and timesheets.
Users with a “Group manager” role can
- Punch in/out
- Create + start tasks, assign them to their group/employees
- Request time-off, also on behalf of their employees
- Approve time-off request by their employees
- View and edit their own timesheets and the timesheets of their employees (editing allowed if the timesheet isn’t approved by the employee)
- Approve their employees’ timesheets
- Real-time view of who’s working and the tasks they work on – employees in their group
This is how the dashboard looks like:
Administrator
This role is meant for a senior manager to manage the system, allows access to everything
Users with a “Administrator” role can
- Punch in/out
- Create + start tasks, assign them to all groups/employees
- Request time-off, also on behalf of everyone
- Approve time-off requests by all employees
- View and edit everyone’s timesheets
- Manage approval of all employees’ timesheet
- Real-time view of who’s working and the tasks they work on – everyone
- Create projects
- Create groups
- Have access to user cards – create and change users’ details
- Define locations in the system (for geo-fencing or customers’ locations)
- Have access to various types of reports – Payroll, tasks reports, modifications report (audit trail of changes made to timesheets) etc.
- Manage alerts
- Manage contracts definitions and assignment
- Manage configuration of roles
- Manage company-wide configurations
- Have access to type and quantity of subscriptions
Comparative table of the Default Roles Settings
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| Setting/Role | Administrator | Group Manager | Employee Editor | Employee |
|---|---|---|---|---|
| Login | - | - | - | - |
| Web login | Yes | - | Yes | Yes |
| Access to modules | - | - | - | - |
| Who is working | User, Group members, Entire | User, Group members | - | - |
| Birthdays on dashboard | User, Group members, Entire | User, Group members, Entire | User, Group members, Entire | User, Group members, Entire |
| Projects | User, Group members, Entire | User, Group members | - | - |
| Customers | User, Group members, Entire | User, Group members | - | - |
| Route history | User, Group members, Entire | User, Group members | - | - |
| Live map | User, Group members, Entire | User, Group members | - | - |
| Time tracking access and punch location | User, Group members, Entire | User, Group members | User | User |
| Reports | User | User, Group members | User | User |
| Door access control | User, Group members, Entire | User, Group members | - | - |
| Contracts | User, Group members, Entire | User, Group members | - | - |
| Users | User, Group members, Entire | User, Group members | - | - |
| Groups | User, Group members, Entire | User, Group members | - | - |
| CRM | User, Group members, Entire | User, Group members | - | - |
| Alerts | User, Group members, Entire | User, Group members | - | - |
| Roles | User, Group members, Entire | User, Group members | User | - |
| Support | User, Group members, Entire | User, Group members | User | User |
| Expenses | User, Group members, Entire | User, Group members | - | - |
| Projects tracking | - | - | - | - |
| Assign shifts | - | - | - | - |
| View assigned shifts | - | - | - | - |
| Complete/restore task for all users | User, Group members, Entire | - | - | - |
| View employees absences on Dashboard | User, Group members, Entire | User, Group members | - | - |
| View all employees absences on calendar | - | - | - | - |
| Editing settings | - | - | - | - |
| This section has permissions for Create, Edit, and Delete. | Create, Edit, and Delete | Create, Edit | Create, Edit | - |
| Time entries | Create, Edit, and Delete | Create | Create | - |
| Task time entries | Create, Edit, and Delete | Create | Create | - |
| Time Off | Create, Edit, and Delete | Create | Create | Create |
| Tasks | Create, Edit, and Delete | Create | - | - |
| Auto fill | Create, Edit, and Delete | - | - | - |
| Edit report via modal window | Create, Edit, and Delete | Create | Create | - |
| Contracts | Create, Edit, and Delete | - | - | - |
| Company profile | Create, Edit, and Delete | - | - | - |
| Terminals | Create, Edit, and Delete | - | - | - |
| Alerts | Create, Edit, and Delete | Create | - | - |
| Expenses | Create, Edit, and Delete | Create, Edit, and Delete | Create, Edit, and Delete | - |
| Punch in/out comments | Create, Edit, and Delete | - | - | - |
| Locked time entries | Create, Edit, and Delete | - | - | - |
| Reports | - | - | - | - |
| Detailed Attendance | yes | yes | yes | yes |
| Tasks | yes | yes | yes | yes |
| Tasks detailed | yes | yes | yes | yes |
| IIA Report | yes | yes | yes | yes |
| Modifications | yes | yes | yes | yes |
| Customers/Location | yes | yes | yes | yes |
| Payroll | yes | yes | yes | yes |
| Usage | yes | yes | yes | yes |
| Time off balance | yes | yes | yes | yes |
| One punch days | yes | yes | yes | yes |
| Monthly Overtime | yes | yes | yes | yes |
| Absence control | yes | yes | yes | yes |
| Manual punches | yes | yes | yes | yes |
| Decline approved report | - | - | - | - |
| Skip mandatory file on absence | - | - | - | - |
| Historical correction report | - | - | - | - |
| Enable manager note modification | yes | - | - | - |
| Company tasks summary | - | - | - | - |
| Task Estimate Comparison | yes | - | - | - |
| Users management | - | - | - | - |
| Create: Users can be created with the following roles (options provided are Employee, Employee Editor, Group Manager, Administrator) | All the Roles slected | None | None | - |
| Core | - | - | - | - |
| Allowed: Show punch section | Yes | Yes | Yes | Yes |