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Access Levels and Permissions

This article goes over how roles and access work in Traffio and how to set users' access levels.

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 5 months ago

What is a role?

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.

List of roles explained

There are three types of roles in Traffio.

By default when create, all users are set as Traffic Controller.

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:

  • Creating bookings

  • Creating people

  • Creating clients

Traffic Controller

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

Permissions

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.

General permissions

Payroll access

The user will have access to all payroll functionality.

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.

Add projects

The user will have the ability to add the required skills to a project.

Availability and leave type access

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

Vehicle Permission

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.

HR permissions

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.

Skill Permissions

Skill access

The ability to create, update and delete skills.

Remove project skills

The ability to remove the required skills from a project.

Add project skills

The ability to add the required skills to a project.

Billing permissions

All billing access

The user will have access to all billing functionality.

Read invoice

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

Read rate schedules

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

Change finalised invoices

The user will be able to alter finalised invoices.

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

Changing a user's access level

  1. Click Admin on the sidebar

  2. Select Access Levels on the top toolbar

  3. Choose the person whose access you would like to change

  4. Select the role

  5. Read through the list of permissions and switch on which ones you would like to enable

  6. Click Update.

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