Job Roles and Permission Settings
On Trade Trak, admins can easily customise what permissions they would like each user group to have.
Accessing Roles
To access permission settings, click on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, select ‘User Roles’. A new drop-down menu will appear with a number of different role categories.
Options:
- General Roles
- Job Roles
- Finance Roles
- Settings Roles
Select the category that you would like to edit permissions for.
Role Categories
Each role category is broken down further under different headings for your convenience. For most headings, permissions revolve around users being able to view, create, edit, delete or share features.
For every permission setting shown under roles, you have the ability to toggle it on or off for each user group (by default they are admin, supervisor or user, but can be changed by clicking on the name and typing in the text field).
Make sure to press ‘Save’ at the top of each role category when changes are made before proceeding to the next page.
1. General Roles
Management categories:
- Manage Jobs
- Manage Clients and Suppliers
- Manage Contacts
- Manage Users
- Manage User Teams
- Manage Timesheets
- Manage Tasks
2. Job Roles
Management categories:
- Manage Job Notes
- Manage Job Files
- Manage Job SWMS
- Manage Job Scheduling
- Manage Job Calendar
- Manage Job Reporting
3. Finance Roles
Management categories:
- Manage Job Quotes
- Manage Job Purchase Orders
- Manage Job Material Orders
- Manage Job Invoices
- Manage Job Expenses
- Manage Payments
- Manage Job Profitability
4. Settings Roles
Management categories:
- Manage Company Settings
- Manage Expense Accounts
- Manage Products
- Manage Quote Templates
- Manage Burdens Information
Here’s an example of how the Roles pages appear: