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:
List of Roles Explained
List of Permissions
General Permissions
Vehicle Permissions
Skill Permissions
HR Permissions
Billing Permissions
Booking and Works Permissions
Financial Reporting Permissions
Form Permissions
Procurement Menus
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.