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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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:

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.

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.

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

The user will have access to all payroll-related functionalities

The user will have the ability to create clients

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

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

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

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

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

The ability to create, update and delete skills

The ability to add the required skills to a project

The ability to remove the required skills from a project

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

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

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

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

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

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

The user will have access to all billing features and functionality

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

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

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

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

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

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

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

This user will have the ability to create credit notes

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

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

This user can access the estimated revenue report

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

The ability to create new forms.

The ability to amend and update form revisions.

The ability to delete forms from the system

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.

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