Roles determine the level of access to Traffio. The role will determine the user's ability to gain access to certain areas of the software and restrict their ability to make changes.

There are four types of roles in Traffio. By default, all roles are set as Field Worker.

Administrator - Administrators have access to the web browser, the ability to change access levels and permissions as well as the ability to grant employees access to the Estimated revenue report.

Manager - Managers have access to the web browser but also access to change access levels and permissions.

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:

Field Worker - 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.

Permissions allow Office Staff and Manager roles to access different areas of Traffio. This is helpful is when wanting to limit a person's access to certain traffio functionalities.

Read Only- If selected, this user will not be able to edit, create, or delete records in traffio.

Payroll access - If selected, the user will have access to all payroll functionality.

Create clients - If selected, the user will have the ability to create clients.

Move booking - If selected, the user will have the ability to change the depot to

which a booking is assigned.

Availability and leave type access - If selected, he user will have the ability to create, update and delete availability/leave types.

Leave approval access - If selected, this user will have the ability to approve or reject leave submitted by workers.

Vehicle Access - If selected, the user will have the ability to create, update and delete vehicles.

Move vehicles - If selected, the user will have the ability to change the depot to which a vehicle is assigned.

Skill access - If selected, the user will have the ability to create, update and delete skills.

Remove project skills - If selected, the user will have the ability to remove the required skills from a project.

Add project skills - If selected, the user will have the ability to add the required skills to a project.

Depot group access- If selected, this user will have the ability to change people's depot group, and create and edit existing depot groups. If this action is selected then all the person will always see all depots

Employment status & data access - If selected, this user will have the ability to change people's employment status and employment dates.

Person HR notes access - If selected, this user will have the ability to access and create HR-related notes for people

Person HR files access - If selected, this user will have the ability to access and upload HR-related files for people.

Person social inclusions - If selected, this user will have the ability to access and change people's social inclusions, gender and pronoun

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

Billing access - If selected, the user will have access to all billing functionality.

Read invoice - If selected, the user will be able to view invoices without having full billing access.

Read rate schedules - If selected, the user will be able to view rate schedules from the client details screen without having full billing access.

Item Classification access - If selected, this user will have the ability to create, update and delete item classifications.

Resource access - If selected, this user will have the ability to create, update and delete resources.

Change finalised invoices and credit notes - If selected, the user will be able to alter finalised invoices.

Override invoice branding - If selected, this user will be able to override the branding used for specific invoices. Often used for internal charges.

'Show all' booking requirements access - If selected, this user will have the ability to add requirements to a booking that may not be present on the rate schedule.

Create credit notes- If selected, this user will have the ability to create credit notes.

Estimated revenue report access - If selected, this user can access the estimated revenue report. This can only be enabled by people with the Administrator access level.

Create forms - If selected, the user will have the ability to create new forms.

Update forms - If selected, the user will have the ability to amend and update form revisions.

Delete forms - If selected, the user will have the ability to delete forms from the system.

These menus allow you to choose how much information is accessible to be viewed by a person. These options show progressively less information designed for Procurement and Site engineers to create Traffic Management Requests.

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