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. |
