Job Roles and Permission Settings

Job Roles and Permission Settings

On Trade Trak, admins can easily customise what permissions they would like each user group to have.

Accessing Roles

To access permission settings, click on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, select ‘Roles’. A new drop-down menu will appear with a number of different role categories.

Options:

  • General Roles
  • Job Roles
  • Finance Roles
  • Settings Roles

Select the category that you would like to edit permissions for.

Job Roles 1

Role Categories

Each role category is broken down further under different headings for your convenience. For most headings, permissions revolve around users being able to view, create, edit, delete or share features.

For every permission setting shown under roles, you have the ability to toggle it on or off for each user group (by default they are admin, supervisor or user, but can be changed by clicking on the name and typing in the text field).

Make sure to press ‘Save’ at the top of each role category when changes are made before proceeding to the next page.

1. General Roles

Management categories:

  • Manage Jobs
  • Manage Clients and Suppliers
  • Manage Contacts
  • Manage Users
  • Manage User Teams

2. Job Roles

Management categories:

  • Manage Job Notes
  • Manage Job Files
  • Manage Job SWMS
  • Manage Job Scheduling
  • Manage Job Calendar
  • Manage Job Reporting

3. Finance Roles

Management categories:

  • Manage Job Quotes
  • Manage Job Purchase Orders
  • Manage Job Material Orders
  • Manage Job Invoices
  • Manage Job Expenses
  • Manage Payments

4. Settings Roles

Management categories:

  • Manage Company Settings
  • Manage Expense Accounts
  • Manage Products
  • Manage Quote Templates

Here’s an example of how the Roles pages appear:

Job Roles 2