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Setting Up User Roles
Setting Up User Roles Setting up your User Roles is a required step no matter which WorkMax modules you have purchased. User Roles are a set of employee permissions that will allow, or restrict, certain features within the WorkMax system. The follow ...
User Roles: System
When creating a System User Role, carefully consider what level of administrative access you would like to grant to the personnel in your company who will be responsible for administrating the WorkMax system. Below is a table that defines each ...
User Roles: Forms
When creating a Forms User Role, carefully consider what level of access you would like to grant to the personnel in your company who will be responsible for building or filling out Forms. Below is a table that defines each privilege that can be ...
User Roles: Asset
When creating an Asset User Role, carefully consider what level of administrative access you would like to grant to the personnel in your company who will be responsible for managing assets. Below is a table that defines each privilege that can be ...
User Roles: Time
When creating a Time User Role, carefully consider what level of access you would like to grant to field workers, Foreman, Supervisors, Project Managers, etc. Below is a table that defines each privilege that can be assigned to a Time User Role. ...