User Guide to manage screen level permissions

Modified on Mon, 15 Sep at 9:20 PM

Overview

Screen-Level Permissions control access to menus, pages, sub-menus, and detailed tabs across the system. They can be applied at Global, Role, Group, Location, or User levels. Lower-level settings override higher-level defaults.

Proper grouping of permissions helps administrators manage access consistently while maintaining security.

Administration & Configuration

Name	Description	Note
Admins Can Modify Actual Hours for Jobs	Allows administrators to override calculated hours on jobs.	Impacts payroll accuracy.
Allow Admin Roles Page	Access to manage administrator roles.	Restricted.
Allow Admin to Manage Permissions	Allows non-master admins to manage company permissions.	Delegation control.
Allow Site Configurations List Page	Grants access to site configuration setup.	Core system setup.
Allow Permissions List Page	Provides access to the permissions configuration page.	Highly restricted.
Allow Viewing Permission Hierarchy	Displays the permission hierarchy tray for troubleshooting access issues.	Useful for audits.
Allow User to Create or Update Tags	Allow a user to create new tags which do not already exist, or update existing tags.	Restricted Access
Allow Tags Page	Controls access to the Tags page.	Who can view tags

Accounting & Finance

Name	Description	Note
Allow Accounting Menu	Displays the Accounting menu.	UI-level.
Allow Accounting Overview Page	Grants access to the accounting overview screen.	Requires menu permission.
Allow Accounting Overview Sub Menu	Controls visibility of the sub-menu.	Navigation only.
Allow Additional Cost Types Page	Access to additional cost type configurations.	Finance-specific.
Allow Admin To Delete Invoice	Allows administrators to delete invoices.	Use cautiously.
Allow Admins to Change Bill Rate	Enables bill rate editing on jobs, offers, and timesheets.	Sensitive to client billing.
Allow Invoice Batches List Page	Grants access to batch invoice management.	Finance role.
Allow Invoice Batches Sub Menu	Displays batch invoice navigation.	Paired with list access.
Allow Invoice Detail Page	Grants access to invoice record detail.	Finance-sensitive.
Allow Invoices List Page	Access to full invoice listings.	High sensitivity.
Allow Invoices Sub Menu	Enables invoices sub-menu display.	UI control only.
Allow Payments List Page	Grants access to payments management.	Finance staff only.
Allow Payments Sub Menu	Shows payments sub-menu.	UI-level setting.

Client Management

Name	Description	Note
Allow Clients List Page	Grants access to list of clients.	Broad visibility.
Allow Clients Sub Menu	Shows clients sub-menu.	UI-only.
Allow Client Detail Page	Grants access to full client record view.	Parent permission.
Allow Client Contact Detail Page	Access to client contact details.	Contains sensitive data.
Allow Client Detail Page Configuration Tab	Access to configuration settings for clients.	Admin only.
Allow Client Detail Page Crew Preference Tab	Grants access to crew preference setup for client.	Scheduling use.
Allow Client Detail Page Holiday Schedule Tab	Access to client-specific holiday scheduling.	Operations role.
Client Can Manage Jobs	Grants client creation and editing of jobs.	Client-level permission.
Client Can Manage Bill Rate on Job	Allows client to manage bill rates.	Finance-related.
Client Can Confirm Crew Member for Job	Clients can confirm crew assignments.	Staffing workflow.
Client Can Invite Crew Members to Jobs	Clients can directly invite crew.	Needs policy alignment.
Client Can Change Job Privacy	Allows client to adjust job visibility/privacy.	Potential compliance concern.

Crew Management

Name	Description	Note
Allow Crew Members List Page	Grants access to all crew listings.	Recruiting-intense.
Allow Crew Members Sub Menu	Displays crew sub-menu in navigation.	UI-only.
Allow Crew Member Detail Page	Grants full access to crew member profiles.	Parent-level.
Allow Crew Member Detail Page Availability Tab	Access to crew availability information.	Scheduling.
Allow Crew Member Detail Page Compliance Tab	Grants access to compliance/credentialing.	High HR sensitivity.
Allow Crew Member Detail Page Documents Tab	Grants access to uploaded documents.	Usually restricted.
Allow Crew Member Detail Page Experience Tab	Access to crew experience history.	Recruiter use.
Allow Crew Member Detail Page Forms Tab	Access to forms tab.	Internal/HR.
Allow Crew Member Detail Page HR Tab	Access to HR profile details.	HR roles only.
Allow Crew Member Detail Page Payroll Tab	Grants viewing/editing payroll data.	Restricted.
Allow Crew Member Detail Page Portfolio Tab	Portfolio access for crew.	Client-facing.
Allow Crew Member Detail Page Position Tab	Access to crew positions tab.	Operational/recruiting.
Allow Crew Member Detail Page Workflow Tab	Grants workflow tab access.	Admin-level.
Allow Crew Member To Create Jobs	Lets crew create jobs.	Rarely used.
Allow Crew Members Access to Time-Clock	Grants crew use of system time-clock.	Mobile feature.
Allow Crew Members to Register With SMS Enabled Phone	Allows SMS phone-enabled registration.	For mobile onboarding.
Allow Crew Profile Popout	Grants clients access to crew pop-up profiles.	Client role only.
Crew Members Can Modify Timesheets (Beta Mobile App)	Crew can adjust their own timesheets via mobile.	Default ON.
Enable Crew Member Portfolio	Enables crew portfolio self-management.	Transparent to clients.
Display Client Name to Crew Member	Displays client name reference in job details and mobile.	Visibility control.

Jobs & Orders Management

Name	Description	Note
Allow Jobs List Page	Grants access to jobs listing.	Core staffing.
Allow Job Detail Page	Grants access to job details.	Parent permission.
Allow Job Detail Page Configuration Tab	Grants access to configuration tab on jobs.	Advanced admins.
Allow Job Detail Page Additional Costs Tab	Access to additional cost management.	Finance.
Allow Job Detail Page Burden Costs Tab	Grants access to burden costs on job.	Finance only.
Allow Job Detail Page Offers Tab	Grants access to job offers list.	Recruiter use.
Allow Orders List Page	Grants access to orders page.	Core for account teams.
Allow Orders Sub Menu	Displays orders sub-menu in navigation.	UI control.
Allow Order Detail Page	Access to detailed order setup.	Parent-level.
Allow Order Detail Page Configuration Tab	Access to order configuration tab.	Operational.
Allow Order Detail Page Jobs Tab	Access to jobs within an order.	Scheduler function.
Allow Order Detail Page Offers Tab	Allow offers tab within an order.	Staffing coordination.
Allow Offer Detail Page	Grants access to single job offer detail.	Recruiter access.
Allow Offer Detail Page Additional Costs Tab	Grants access to additional costs on offers.	Finance roles.
Allow Offer Detail Page Burden Costs Tab	Access to burden costs on offers.	Sensitive.
Allow Offer Detail Page Pay Package Tab	Grants access to compensation package.	HR/payroll.
Allow Offers List Page	Shows all offers list.	Recruiters.
Allow Offer Sub Statuses Page	Manage sub-statuses on offers.	Operations.
Allow Job Statuses Page	Manage job status types.	Setup only.
Allow Order Jobs Management	Jobs associated with order could be configured.	Setup item.
Allow Quick Offer Page	Grants use of Quick Offer creation.	Recruiter productivity.
Allow Job Over-Booking	Enables multiple overlapping bookings.	Special use only.

HR & Payroll

Name	Description	Note
Allow HR Menu	Displays HR main navigation menu.	UI.
Allow HR Overview Page	Grants access to HR overview.	For admins.
Allow HR Overview Sub Menu	Displays HR sub-menu.	UI only.
Allow HR Statuses Page	Grants access to HR status types configuration.	HR role only.
Allow Payroll Menu	Displays payroll main menu.	UI only.
Allow Payroll Overview Page	Grants access to Payroll overview.	Finance admin.
Allow Payroll Overview Sub Menu	Displays payroll sub-menu section.	UI.
Allow Pay Codes Page	Grants access to pay codes setup.	System-wide pay logic.
Enable Shift Differential Calculation	Activates shift-based payroll calculations.	Payroll settings.

Messaging & Communication

Name	Description	Note
Allow Messages Menu	Displays messaging menu.	UI navigation.
Allow Inbox Messages List Page	Grants access to inbox messages.	Staff communication.
Allow Inbox Sub Menu	Displays inbox sub-menu.	UI only.
Allow Sent Messages List Page	Grants access to sent messages box.	Outgoing logs.
Allow Sent Sub Menu	Displays sent sub-menu.	UI.
Allow Trash Messages List Page	Grants access to deleted messages.	Recovery.
Allow Trash Sub Menu	Displays trash sub-menu.	UI.
Allow Feed Tray	Grants feed tray audit visibility.	Monitoring use.
Allow Tasks Tray	Grants tasks tracking tray access.	Task mgmt.
Allow Integrations Tray	Grants integrations tray access.	Integration admins.

Integrations, Data & Reports

Name	Description	Note
Allow App Marketplace Page	Access to app marketplace portal.	Integration-focused.
Allow App Marketplace Sub Menu	Displays marketplace sub-menu.	UI only.
Allow Data Import Page	Grants access to data import screen.	For admins.
Allow Data Import Sub Menu	Displays import sub-menu.	UI only.
Enable Data Import Module	Enables full data import feature.	Admin only.
Enable GEO-Fencing (Beta Mobile App)	Enables GPS location enforcement.	Mobile workforce.
Enable Workers Comp Code Module	Enables comp code functionality.	Compliance-specific.
Allow Reports Menu	Displays Reports navigation.	UI.
Allow Workflows Menu	Displays Workflows menu section.	UI.
Allow Workflows List Page	Grants access to workflows list.	Config/admin.
Allow Daily Pulse List Page	Grants access to Daily Pulse analytics list.	Analytics roles.
Allow Daily Pulse Sub Menu	Displays Daily Pulse navigation items.	UI only.