Understanding Roles and Permissions.

This article will summarize the Permissions you can toggle on in Roles.

🖥️- Supported on Admin.

📱- Supported on Corfix App.

The below decsribe when the toggle is turned on, (Green).


Admin app access 🖥️

Users have access to the browser version of Corfix.

Mobile app access📱

Users have access to the Corfix mobile app.

View Cases 🖥️

Users will be able to view the Cases.

View Admin Dashboard 🖥️

Users can view the dashboard page.

View Payroll 🖥️

Coming Soon, more details to come!

View Projects outside of Groups 🖥️📱

Users can view Projects outside of their assigned group.

View Accounts(Workers) outside of Groups🖥️📱

Users can view Workers outside of their assigned group.

View Templates outside of Groups🖥️📱

Users can fill out Templates outside of their assigned group.


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 Project notes.

Add Project Notes🖥️📱

Users can add Project Notes.

Edit Project Note🖥️📱

Users can edit Project Notes.

Delete Project Note🖥️📱

Users can delete Project Notes.


View all Accounts(Workers)🖥️📱

Users can view the Workers page.

View Accounts(Worker) Sensitive Data🖥️📱

Users can view Worker Sensitive Data

Add Accounts(Worker)🖥️📱

Users can add a Workers.

Edit Accounts(Worker)🖥️📱

Users can edit Workers.

Delete Accounts(Worker)🖥️📱

Users can delete Workers.


View Tasks🖥️📱

Users can view the Task page.

View All Tasks 🖥️📱

When 'View all Tasks' is off, you'll only see your own tasks.

Add Tasks 🖥️📱

Users can add a Task.

Edit Tasks🖥️📱

Users can edit a Task.

Delete Tasks🖥️📱

Users can delete a Task.


View Templates 🖥️

Users can view the Templates page.

Add Create Template🖥️

Users can create a Template.

Edit Template🖥️

Users can edit a Template.

Delete Template🖥️

Users can delete a Template.


View Forms🖥️📱

Users can view the Forms page.

View all Forms🖥️📱

Users can view all Forms.

Fill TemplateAdd Form🖥️📱

Users can fill out a template.Users can all Forms.

Add Form with any Signer🖥️📱

Users can add other workers to their form.

Edit Form🖥️

Users can edit all filled out forms.

Delete Form🖥️

Users can delete forms.

Share Forms With GC 🖥️📱

Users can share forms externally.


View Certifications🖥️📱

Users can view the Certification page.

View All Certifications🖥️📱

Users can view everyone's Certifications.

Add Certification for Everyone🖥️📱

Users can certifications for other Workers.

Edit Certification🖥️📱

Users can edit certification they have access to.

Delete Certification🖥️📱

Users can delete certifications.


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 Binders and Resources.

Edit Binders and Resources🖥️

Users can edit Binders and Resources.

Delete Binders and Resources🖥️

Users can delete Binders and Resources.


View Assets 🖥️📱

Users can view the Asset page.

Add Assets 🖥️📱

Users can add Assets.

Edit Assets🖥️📱

Users can edit Assets.

Delete Assets🖥️📱

Users can delete Assets.

View Schedules 🖥️📱

Users can view the Scheduling page.

View All Schedules🖥️

Users can view all schedules.


Add Schedules🖥️

Users can add schedules.

Edit Schedules🖥️

Users can edit schedules.

Delete Schedules🖥️

Users can delete schedules.


View COR Audits 🖥️

Users can view the COR Audit page.

Add COR Audits🖥️

Users can add COR Audits.

Edit COR Audits🖥️

Users can edit COR Audits.

Delete COR Audits🖥️

Users can delete COR Audits..


View Reports🖥️

Users can view the Reports page.

Add Report🖥️

Users can add Reports

Edit Report🖥️

Users can edit Reports.

Delete Report 🖥️

Users can delete Reports.


View Roles🖥️

Users can view the Roles button.

Add Role🖥️

Users can add Roles.

Edit Role🖥️

Users can edit Roles.

Delete Role🖥️

Users can delete Roles.


View Chat 🖥️📱

Users can view the Chat page.

Create Chat Group🖥️📱

Users can create a Chat Group.


Group Permissions

Users can view the Groups button.

Add Group🖥️

Users can add Groups.

Edit Group🖥️

Users can edit Groups.

Delete Group🖥️

Users can delete Groups.


Timekeeping Permissions 🖥️

Users can view the Timekeeping page.

View all Time Cards🖥️📱

Users can view everyone’s timecards.

Add Time Card 🖥️📱

Users can add their own timecard.

Add TIme Card for Everyone 🖥️📱

Users can track hours for everyone.

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 keeping settings.

Punch Location Exemption📱

Users are exempt from location settings.


Company Permissions

Users can view the Company Permissions button.

Edit Company Settings 🖥️

Users can edit company settings.


Integration Permissions

Users can view the Integrations section.

Add Integration🖥️

Users can add an integration.

Edit Integration🖥️

Users can edit an integration.

Delete Integration🖥️

Users can edit an integration.