How do I restrict the ability to DELETE records to certain individuals within my company?

In Contractor Foreman, restricting the ability to delete records is managed through role settings. By configuring which roles have the access to delete records, you can prevent users from accidentally or intentionally deleting important records, such as estimates, projects, or financial data.

Begin by going to the Menu and navigating to the Settings module. From there, choose the Roles section. Here, you will see a list of all existing roles in your system.

Choose the role you want to modify by clicking on the green pencil icon next to it, which will bring you to the Edit screen. If you want to create a new role, you can click on Add Role and proceed to define the permissions for this new role.

You will see a checkbox labelled “Allow this Role to Delete Items” just below the Notes field within the role. This checkbox controls whether users assigned to this role can delete records in Contractor Foreman or not.

If the box is checked, users with this role will have the permission to delete records, such as estimates, projects, or financial data.
If the box is unchecked, users assigned to this role will not be able to delete any items. They can still view and edit records based on their role’s other permissions, but they won’t have the option to remove data from the system.

After configuring the deletion rights, review the other settings for the role to ensure they align with the user’s job responsibilities and save changes.

Example Scenario

Suppose you have a new employee working in an office support role. They need access to update project details but should not be able to delete records, as they are still learning the system. To ensure they can’t delete anything accidentally, you create a custom Office Support role and leave the “Allow this Role to Delete Items” checkbox unchecked. This way, they can perform their job while important records remain protected.