Permission Profiles And Why They Are Important

What are Permission Profiles?

App Permission Profiles dictate what your Workers can and cannot do from their SiteDocs App.

Chat Permission Profiles dictate what your Workers can and cannot do in SiteDocs Chat.

          - For more information on Chat Permissions, click here!

When a Worker is given App Access, they have the ability to fill out and sign documents. However, you can also allow them to perform other actions by assigning them Permissions through a Permission Profile.

Why are they important?

Permission Profiles are a great tool to help you control which Workers are able to view, change, or create information from the App.

For instance, if everyone had the ability to create new Workers, you could end up with duplicate Worker Profiles. Permission Profiles allow you to give this ability to some of your Workers (like Supervisors) but limit it to people who don't need that ability.

Where do I edit Permission Profiles?

You can create and edit Permission Profiles on the Admin Panel under Setup -> Permission Profiles

What are my options?

You can create as many Permission Profiles as you need, with any combo of Permissions. Here are the Permissions you can choose:

Changes to Account

• User can create new Locations
• User can create new Workers

Changes to Logged In User

• User can add Certifications to their own Worker Profile
  • User can edit Certifications for their own Worker Profile
  • User can add a photo to their own Worker information
• User can access the Safety Monitor
  
  • User can Schedule a Form from the Safety Monitor

Changes to Other Workers

• User can collect signatures from other Workers on their device
• User can request signatures on a Private Form
• User can view other Workers assigned to their Location (Workers tab)
  • User can assign or unassign other Workers to their current Location
  • User can view other Worker's Certifications
    • User can edit Certifications of other Workers
  • User can view other Worker's emergency contact info
  • User can view other Workers information (email/phone/photo)
  • User can add photos for other Workers

How do I assign a Permission Profile to my Workers?

You can assign Permission Profiles to your Workers from the Workers page, using the "App Permission" column. Simply select the down arrow to see a drop-down menu of available Profiles, then select the one you want to assign.