Administrators can keep the right people in the account, control what each role can see, maintain company-wide defaults, and review changes to those settings. This guide also explains the account security and management reporting areas available to signed-in users.
Use the main navigation to open Active Staff for member records. Administrators can open Company Settings for account-wide options, then choose Role Permissions or for access controls and settings changes.
Signed-in users can open Account & Security from the account area. Managers and administrators can open Analytics Dashboard and Management KPIs. These reporting areas are not available on shared tablet accounts.
When adding a staff member, the starting role is Crewman, the starting status is Active, portal access is enabled by default, and the standard charge-out rate starts at $48 unless you change it. Review these values before saving.
Only users with permission to make staff changes will see the controls for adding or editing members. Administrators can also see invitation status information that is not shown to other roles.
Role permissions are page-level controls. A person may be able to open an area but see less information if financial or wage visibility is not enabled for their role. Some access is fixed and appears locked; locked badges cannot be changed from the matrix.
Only administrators can open Role Permissions and change the account’s role access. The built-in role names shown in the matrix are Staff, Foreman, and Manager, with Admin identified separately.
To review changes made to company settings:
This history is specifically for company-setting changes. It is not a complete record of every action taken in the account.
For operational oversight, managers and administrators can use Analytics Dashboard. Its date filters default to the start of the financial year through today, and you can narrow the results by manager. The dashboard includes job, staff, asset, client, safety, and financial views; financial information depends on your permissions.
Management KPIs provides Management KPI (Team) and Sales KPI (Individual) views with month filters. It is available to managers and administrators, but never on a shared tablet account.
Access depends on your account permissions. Users who can edit staff records can add and update members. Administrators have additional invitation controls and can manage company settings and role permissions.
The available workflow is to change the member to inactive and find them later through View Inactive. This preserves the staff record for reference.
Allow gives the role normal access to the area. View Only lets the person view it without making changes. Deny removes access. Locked badges are fixed and cannot be changed there.
Access to an area and access to sensitive financial information are separate controls. An administrator can review View Financials and View Wages in Role Permissions.
Management KPI information is blocked on shared tablet accounts to prevent sensitive, payout-related figures from appearing on a shared device. Use an individual, non-tablet account instead.
The setting changes the date range used by dashboard defaults. This guide cannot confirm that it changes or recalculates historical records.
Open Company Settings and select History. The history lists company-setting changes with the person responsible and the time of the change.