Understanding Roles and Permissions

The descriptions below explain what happens when the toggle is turned ON (gresen):

Feature available on the Admin Web Dashboard ( 🖥️ ) and/or Corfix Mobile App (📱)

General Permissions:

 

Description:

 

Admin App Access

Users can log in to the browser version of Corfix.

🖥️

Mobile App Access

Users can use the Corfix mobile app.

📱

View Cases

 Users can view Cases.

🖥️

View Admin Dashboard

Users can access the Dashboard.

🖥️

View Payroll

Coming soon: More features on the way – stay tuned!

🖥️

View Projects outside of Groups

Users can view Projects outside of their assigned group.

🖥️📱

View Accounts outside of Groups

Users can see Workers outside of their assigned group.

🖥️📱

View Templates outside of Groups

Users can fill out Templates outside of their assigned group.

🖥️📱

Projects:

 

Description:

 

View Projects

Users can view the Project page.

🖥️📱

View Private Project Data 

Users can see Project Private Information.

🖥️📱

Add Project

Users can add Projects

🖥️📱

Edit Project

Users can edit Projects.

🖥️📱

Delete Project

Users can delete Projects.

🖥️📱

View all Project Notes

Users can view Projects that are not part of their assigned group.

🖥️📱

Add Project Notes

Users can view Workers who are outside of their assigned group.

🖥️📱

Edit Project Note

Users can edit notes on Projects.

🖥️📱

Delete Project Note

Users can delete notes from Projects.

🖥️📱

Accounts:

 

Description:

 

View all Accounts

Users can view the Workers page.

🖥️📱

View Accounts Sensitive Data

Users can view sensitive Worker information.

🖥️📱

Add Accounts

Users can add new Workers.

🖥️📱

Edit Accounts

Users can edit existing Worker details.

🖥️📱

Delete Accounts

Users can delete Workers.

🖥️📱

Tasks:

 

Description:

 

View Tasks

Users can view the Task page.

🖥️📱

View All Tasks

Users can view private Project information.

🖥️📱

Add Tasks

Users can add new Projects.

🖥️📱

Edit Tasks

Users can edit existing Projects.

🖥️📱

Delete Tasks

Users can delete Projects.

🖥️📱

Templates:

 

Description:

 

View Templates

Users can view the Templates page.

🖥️📱

Add Template

Users can create new Templates.

🖥️

Edit Template

Users can edit Templates.

🖥️

Delete Template

Users can delete Templates..

🖥️

Forms:

 

Description:

 

View Forms

Users can view the Forms page.

🖥️📱

View all Forms

Users can view all Forms.

🖥️📱

Add Form Users can access all Forms.

🖥️📱

Add Form with any Signer

Users can add other Workers to their Form.

🖥️📱

Edit Form

Users can edit any filled-out Form.

🖥️

Delete Form

Users can delete Forms.

🖥️

Share Forms With GC

Users can share Forms externally.

🖥️📱

Certifications:

 

Description:

 

View Certifications

Users can view the Certification page.

🖥️📱

View All Certifications

Users can view Certifications for all Workers.

🖥️📱

Add Certification for Everyone

Users can add Certifications for other Workers.

🖥️📱

Edit Certification

Users can edit Certifications they have access to.

🖥️📱

Delete Certification

Users can delete Certifications.

🖥️📱

Binders:

 

Description:

 

View Binders

Users can view the Binders page.

🖥️📱

View all Binders and Resources

Users can view all Binders and Resources.

🖥️📱

Add Binders and Resources

Users can add new Binders and Resources.

🖥️

Edit Binders and Resources

Users can edit existing Binders and Resources.

🖥️

Delete Binders and Resources

Users can delete Binders and Resources.

🖥️

Assets:

 

Description:

 

View Assets

Users can view the Asset page.

🖥️📱

Add Assets

Users can add new Assets.

🖥️📱

Edit Assets

Users can edit existing Assets.

🖥️📱

Delete Assets

Users can delete Assets.

🖥️📱

Schedules:

 

Description:

 

View Schedules

Users can view the Scheduling page.

🖥️📱

View All Schedules

Users can view all schedules.

🖥️

Add Schedules

Users can add new schedules.

🖥️

Edit Schedules

Users can edit existing schedules.

🖥️

Delete Schedules

Users can delete schedules.

🖥️

COR Audit:

 

Description:

 

View COR Audits

Users can view the COR Audit page.

🖥️📱

Add COR Audits Users can add new COR Audits.

🖥️📱

Edit COR Audits Users can edit existing COR Audits.

🖥️📱

Delete COR Audits Users can delete COR Audits.

🖥️📱

 

Reports:

 

Description:

 
View Reports Users can view the Reports page.

🖥️

Add Report Users can add new Reports.

🖥️

Edit Report

Users can edit existing Reports.

🖥️

Delete Report 

Users can delete Reports.

🖥️

Delete Project Note

Users can delete Project Notes.

🖥️

Roles:

 

Description:

 

View Roles

Users can view the Roles button.

🖥️📱

Add Role

Users can add new Roles.

🖥️📱

Edit Role

Users can edit existing Roles.

🖥️📱

Delete Role

Users can delete Roles.

🖥️📱

Chats:

 

Description:

 

View Chat

Users can view the Chat page.

🖥️📱

Create Chat Group

Users can create a new Chat Group.

🖥️📱

Group Permissions:

 

Description:

 

Add Group

Users can view private Project information.

🖥️

Edit Group

Users can add new Projects.

🖥️

Delete Group

Users can edit existing Projects.

🖥️

Timekeeping Permissions:

 

Description:

 

View all Time Cards

Users can view all timecards.

🖥️📱

Add Time Card

Users can add their own timecard.

🖥️📱

Add Time Card for Everyone 

Users can track hours for all workers.

🖥️📱

Edit Time Card

Users can edit timecards.

🖥️📱

Delete Time Card

Users can delete timecards.

🖥️

Review Time Card

Users can review timecards.

🖥️

Edit Timekeeping Settings

Users can edit Timecard settings.

🖥️

Punch Location Exemption

Users are exempt from location settings.

📱

Company Permissions:

 

Description:

 

Edit Company Settings

Users can edit company settings.

🖥️

Integration Permissions:

 

Description:

 

Add Integration

Users can add an integration.

🖥️

Edit Integration

Users can edit an integration.

🖥️

Delete Integration

Users can delete an integration.

🖥️