Setting permissions for user roles

Located under the Admin tab, the Roles & Permissions page lets you control what parts of BuildKeeper your users can access. Default user permissions are determined by the assigned employee role, which you can change by updating the employee's profile.

To further customer what each user role can do, select a role from the table and click Edit Permissions.

  • Timecard - By default, the user can only create and submit timecards. You can add basic access to the company's employee directory, customer list, and active jobs.

  • Manager - By default, the user can enter time on behalf of other employees and approve timecards their assigned employees have submitted. You can additionally allow Managers to use the timecard tracker, enter expenses and view invoices, depending on your current BuildKeeper plan.

  • Full - By default, the user can access all of BuildKeeper except the Admin section. If needed to protect sensitive information, you can restrict what they can access.

Need more roles? Contact us with the details and we can customize additional roles for you.

 

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