Default Roles in Ontraccr: Admin, Manager, Supervisor, and Worker
🧑💼 Default Roles in Ontraccr: Admin, Manager, Supervisor, and Worker
Ontraccr comes with four default roles that define what users can access and do within the platform. These roles — Admin, Manager, Supervisor, and Worker — each come with a baseline set of permissions. This article outlines the purpose of each default role, how they differ, and when to use each.
🎯 What Are Roles?
A role in Ontraccr determines:
- What a user can see
- What they can create, edit, or manage
- Who and what they have control over
When you assign a Position during user creation or editing, you're choosing their role. Each role has its own permissions, configured under Settings > Roles and Permissions.
🔐 Default Role Overview
| Role | Intended For | Key Permissions |
|---|---|---|
| Admin | System administrators, owners | Full access to all features, settings, users, wages, forms, time tracking, boards, reports |
| Manager | Department heads, senior staff | Access to manage teams, time cards, limited project/board/form control, partial access to user management |
| Supervisor | Field leads, team leaders | Can manage team members’ time cards, forms, certifications, but limited user/system config access |
| Worker | Field staff, general employees | Can clock in/out, fill assigned forms, view own profile and schedule; no access to admin-level tools |
🛠️ Where to View & Modify Default Roles
- Go to Settings > Roles and Permissions.
- Click on any of the default roles to view current permission settings.
- You can modify the default permissions to suit your needs.
🧠 When to Use Each Role
👤 Worker
- Most restricted role.
- Ideal for laborers, tradespeople, or any user who only needs to clock in/out and complete assigned tasks.
👷 Supervisor
- Add this role to users who need to:
- Manage their team’s time
- Approve time cards
- Upload certifications
- Does not have access to system-wide or financial data by default.
🧑💼 Manager
- Use for users who need:
- Partial control over users, teams, and schedules
- Reporting access
- Form and board visibility
👨💻 Admin
- Reserved for trusted internal users (owners, head office).
- Has unrestricted access to everything in the platform, including settings and financials.
🧩 Tip: Customize or Extend These Roles
You are not limited to just these four roles. You can:
- Modify default permissions for any role.
- Create custom roles (covered in the next article).
- Control which existing roles can view or manage new custom roles.
⚠️ Important Notes
- Position is the field in the user profile that links a user to their assigned role.
- Permissions are role-based only — Ontraccr does not currently support user-level overrides.
- Some permissions (like viewing wages) are sensitive and should be disabled for non-admin roles.
📌 Summary
The four default roles in Ontraccr provide a flexible foundation for managing user access. With clear separation between worker-level access and administrative control, you can delegate responsibility without compromising data security or system integrity.