As a default Workever is setup with 2 roles for office and 3 default roles for field staff
Office roles
Office manager: Access to everything in the web based management system.
Office admin: Access to everything apart from the settings and management sections.
Fieldworker roles
Full fieldworker: Access to everything including invoicing and customer database
Limited fieldworker: Access only to the jobs that they have to do. No access to customer database and cost/ invoicing.
Field manager: Full access to everything and can see everyone's work, also can schedule for all fieldworkers on the go.
NOTE: Changes made in Roles and Permissions will not affect the default fieldworker or office roles.
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 > Staff members > Roles & Permissions.
Examples of what you can do with Roles & Permissions
Restrict users from adding particular statuses
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 + Add 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 don't 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 > view a staff member's profile
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)
Restricting users from assigning certain statuses
You can also choose to restrict fieldworker roles from assigning certain statuses to jobs and quotes. This means that they will be able to see the jobs and quotes that have these statuses already assigned to them, but they cannot assign these statuses to other jobs or quotes.
You can do this by clicking the Field Job Status Permissions option or the Field Quote Status Permissions option and specific custom roles that should have access to that status.
Or simply deselect all roles and the 'None' option will be added, that way no custom roles will have access to these statuses.
At the top you also have an option to completely restrict custom roles from changing statuses.
