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Roles & Security Settings

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Roles & Security Settings

Contractor Foreman has Role settings to help with security and organization. Roles are typically set for a group or type of employee. As an example, Administrator, Laborer, Estimator, or Project Manager. Contractor Foreman comes with preset/default roles but you can also set your own custom roles. Roles are located toward bottom of menu under Settings.

To Modify an Existing Role

Go to main menu, towards the bottom click on settings then Roles. Here you will see a list of existing roles. On the Role you want to modify click the green pencil icon at end of that row. This brings you to the edit screen. In the top section you can rename the role, set the status and add notes. In the bottom section you can modify what features (all menu items are listed) that Role has access to. There are three choices, No Access, Full Access and Read Only.

No Access: The user will not be able to view that feature or see the menu item.

Full Access: The user will have all rights to view and modify the Feature or record.

Read Only Access: The user will be able to see the record or feature but will not be able to modify it.

To modify the selected role simple click on one of the three columns for each feature that you wish to set the permissions to.

When complete click the submit button at bottom of screen to save your changes.

Tips and suggestions for Roles:

Review a few of the preset roles Contractor Foreman comes pre-set with to get a feel for how they are set up. Try using a few of those to get going before setting your own.

As an example for Estimators. To keep things easier for them, simply turn off the items they do not need to use such as Daily Logs, User and App settings, Punchlists etc.

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