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Roles, Access Levels and Permissions
Roles, Access Levels and Permissions

This article explains how roles, access and permissions work in Traffio

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Written by Traffio
Updated over a month ago

Access levels and permissions in Traffio control what users can view and do within the system, ensuring that sensitive information and essential functions are restricted to those with the necessary authority.
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This articles goes through:

  1. List of Roles Explained

  2. List of Permissions

  3. General Permissions

  4. Vehicle Permissions

  5. Skill Permissions

  6. HR Permissions

  7. Billing Permissions

  8. Booking and Works Permissions

  9. Financial Reporting Permissions

  10. Form Permissions

  11. Procurement Menus

  12. Changing User Access Level


List of Roles Explained

Roles define the level of access within Traffio, determining which areas of the software a user can access and limiting their ability to make changes.

There are four types of roles in Traffio.

Fieldworker

The field worker is the default role that a new user is set to. The field worker role only has access to the Traffio App. This role is for the employees receiving shifts.

Office Staff

Office staff have access to the web browser and can have access to billing functions, depending on their permissions. Office staff do not have access to change access levels and permissions.

This includes:

  • Creating bookings

  • Creating people

  • Creating clients

Manager

Managers have Access the web browser and the general abilities similar to office staff members. Managers however, have the ability to change portal configurations, grant other employees permissions and change access levels as well as branding.

Administrators

Administrators have the highest level of access and permissions. As an Administrators, people can log into the web app, create bookings, give access and permissions to other employees, change portal configurations, change branding and view the estimated revenue report.


List of Permissions

Permissions allow Administrator and Manager roles to access specific areas of Traffio, making it easier to limit a person's access to certain functionalities based on their role. This helps ensure that users only have access to the features necessary for their responsibilities.

General Permissions

Read Only

If selected, this user will not be able to edit, create, or delete records in Traffio

Payroll Access

The user will have access to all payroll-related functionalities

Create Clients

The user will have the ability to create clients

Move Booking

The user will have the ability to change the depot to which a booking is assigned

Availability and Leave Type Access

The user will have the ability to create, update, and delete availability and leave types

Leave approval access

If selected, this user will have the ability to approve or reject leave submitted by workers


Vehicle Permissions

Vehicle Access

The user will have the ability to create, update and delete vehicles

Move Vehicles

The user will have the ability to change the depot to which a vehicle is assigned


Skill Permissions

Skill Access

The ability to create, update and delete skills

Add Project Skills

The ability to add the required skills to a project

Remove Project Skills

The ability to remove the required skills from a project


HR Permissions

Depot Group Access

This user will have the ability to change a person's depot group, as well as create and edit existing depot groups. With this action enabled, the user will always be able to see all depots

Employment Status & Data Access

This user will have the ability to modify people's employment status and employment dates

Person HR Notes Access

This user will have the ability to access and create HR-related notes for individuals

Person HR Files Access

This user will have the ability to access and upload HR-related files for individuals

Person Social Inclusions

This user will have the ability to access and modify people's social inclusions, gender, and pronouns

Flare HR Access

This permission is related to Flare HR access. If selected, the user will have access to employee payroll details and HR resources


Billing Permissions

Billing Access

The user will have access to all billing features and functionality

Read Invoice

The user will be able to view invoices without having full access to billing features

Read Rate Schedules

The user will be able to view rate schedules from the client details screen without having full access to billing features

Item Classification Access

This user will have the ability to create, update and delete item classifications

Resource Access

This user will have the ability to create, update and delete resources

Change Finalised Invoices and Credit Notes

The user will have the ability to modify finalized invoices

Can Modify a Booking That Has Already Been Invoiced

If selected, this user will be able to alter bookings that have had an invoice created

Override Invoice Branding

This user will have the ability to override the branding on specific invoices, typically used for internal charges

'Show all' Booking Requirements Access

This user will have the ability to add requirements to a booking that are not included in the rate schedule

Create Credit Notes

This user will have the ability to create credit notes


Bookings and Works Permissions

Can Create, Update and Delete Bookings and Works

If selected, this user will have access to create, update or delete bookings and works

Can Accept Works Requests

If selected, this user will have access to accept works request.


Financial Reporting Permissions

Estimated Revenue Report Access

This user can access the estimated revenue report

This can only be enabled by people with the Administrator access level


Form Permissions

Create forms

The ability to create new forms.

Update Forms

The ability to amend and update form revisions.

Delete Forms

The ability to delete forms from the system


Procurement Menus

These menus allow you to control the amount of information a person can access. The options are designed to progressively show less information, tailored for Procurement and Site Engineers to create Traffic Management Requests.


Changing User Access Level

  1. Navigate to Admin on the sidebar

  2. Select the Access Levels tab

  3. Choose the desired Employee

  4. Select the desired Role

  5. Toggle on desired Permissions

  6. Click Update

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