Managing Roles & Permissions
Control what users can see and do in the system.
Default Roles
- Super Admin: Full system access
- Admin: Company-level management
- Manager: Day-to-day site administration — see below
- Project Manager: Manage assigned projects
- Worker: Clock in/out, view own time
- Contractor: Limited worker access
The Manager Role
Every company has a built-in Manager role for staff who run the site day to day but should not be able to reshape a project. It is the right role for a dedicated data-entry user — an office administrator enrolling workers from a laptop, for example — instead of handing out full Admin access.
A Manager can:
- Open the admin panel and the Enrollment Kiosk
- View, add and edit users and their profiles
- View and correct entry logs, manpower logs, notes, accidents and the presence registry
- View visitors and edit visitor records, add photos, run spot checks and receive project notifications
- View projects, locations, contractors, trades, training levels, safety orientations, daily uploads and company settings — read-only
A Manager cannot:
- Create, edit or delete projects, locations or trades
- Delete anything — users, profiles, logs, notes, accidents, photos or visitors
- Change company details, company settings, training levels or safety orientations
- Manage roles and permissions, or see anything under billing
- Create, edit or delete daily uploads, which drive the Procore exports
The Manager role is a starting point, not a fixed one. Each company owns its own copy, so you can add or remove permissions under Admin → Roles without affecting any other company.
Creating Custom Roles
- Go to Admin → Roles
- Click "Create Role"
- Name the role
- Select permissions
- Save
Permission Categories
- Access admin panel
- Access enrollment kiosk
- Manage projects
- Manage users
- View reports
- Manage settings