A dashboard user can grant access to another dashboard user if *User Management Access is toggled on his/her profile.

To get to the User Access settings click on User in the main menu -> Dashboard Users -> open up the user profile in question -> click User Access.

User Access

If the buttons are toggled (blue), it will allow users access to view and/or edit modules.

  • View Dashboard - to view Dashboard
  • Add Projects/Clients - add/edit/delete projects and clients
  • Add Tasks/Assets - add/edit/delete certificates, assets, tasks/task groups
  • Documents - add/edit/delete documents
  • Skills Competencies - add/edit/delete skills/skills group, competencies and Inductions
  • Orders – add/edit/delete orders and allocations
  • View timesheets/Dockets - add/edit/delete timesheets and dockets
  • Add Users - add/edit/delete users
  • SMS - user can send/receive SMS in the system
  • View Reports - create and generate reports
  • Forms - create/edit/delete forms
  • Payroll - access payroll information
  • Invoices - view invoices
  • Charge Rates - view and edit charge rates
  • Pay Rates - view and edit pay rates
  • Chargeable Items - view and edit chargeable items on an order
  • Suppliers - add/edit/delete supplier information
  • *User Access Management - can grant or revoke User Access permissions to another Dashboard user (but only for modules/functions that they have access to themselves)
  • Settings - view and edit settings
  • Data Import - allow users to import data in Settings module
  • Edit Asset Ranking - view and edit asset ranking
  • Edit Supplier Ranking - view and edit supplier ranking
  • Webhooks - allow users to administer webhooks

**Scheduler - there is currently no option to disable this module for specific user

Premium Access

  • Insights - please contact your Customer Success Manager to get premium access, others click here on how to request access.

Restricted Access

  • Form Results only - users only has access to the Form Results
  • Read Only - users only view screens in the modules as defined by the other toggle switches
  • Disable Tag Actions - users cannot add or delete tags in any modules.
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