When creating or customizing roles in Ontraccr, you have access to a comprehensive set of granular permissions. These define what users can view, edit, manage, or restrict across projects, users, time tracking, boards, forms, and more. This article provides a categorized, complete list of all available permissions mentioned in the deep dive session.
🏗️ Project & Client Management
Permission
Function
Manage All Projects
Full control over all projects
View All Projects
Read-only access to all projects
View Assigned Projects
View only the projects the user is assigned to
View Customers
See client information
Manage Customers
Create, edit, or delete clients
View Vendors
See vendor records
Manage Vendors
Create, edit, or delete vendors
Manage Cost Codes
Edit or add project cost codes
🧰 Equipment, Materials & Settings
Permission
Function
View Equipment
See equipment records
Manage Equipment
Create, edit, or delete equipment
View Materials
See materials
Manage Materials
Edit material details
Manage Settings
Access global system settings
Manage Customizations
Configure custom fields, forms, and layouts
👥 Team Management
Permission
Function
Manage All Teams
View and edit all teams
Manage Own Teams
Edit only the teams the user is a supervisor of
📆 Scheduling
Permission
Function
View Own Schedule
View only their own scheduled shifts
Manage Schedule
Create and modify shifts for others
View All Draft Shifts
See all unscheduled shifts
View Draft Shifts by Role or Label
See shifts that match role/label filters
🔔 Notifications
Permission
Function
Manage Notification Preferences
Configure personal notification settings
📋 Boards & Files
Permission
Function
View Own Boards
Access boards they’re assigned to
Manage Boards
Create or edit boards
View Files
View uploaded documents
Manage Files
Upload or delete files
📑 Forms
Permission
Function
View Forms
Read-only access to forms
View Log in Forms
See submitted forms
Manage Forms
Create or edit forms
Clear Assigned Forms
Remove forms from users’ queues
📊 Material Tracking & Financial Progress
Permission
Function
View Material Cost Code Progress
See tracked progress by cost code
Edit Material Cost Code Progress
Modify tracked progress
View Schedule of Values
See project SOV data
Edit Schedule of Values
Modify SOV data
View Project Gantt Schedule
Access project timelines
Edit Project Gantt Schedule
Change timeline details
View Progress
View project progress data
Edit Progress
Modify progress tracking
👥 User Management & Financial Permissions
Permission
Function
View Users
See user profiles
Manage Users
Create/edit user profiles
Edit Invoices
Modify invoice data
View Invoices
See invoice records
Edit Purchase Orders
Change purchase order info
View Purchase Orders
See purchase orders
View and Send Messages in Custom Channels
Use chat or internal messaging
Manage Custom Channels
Administer team channels
Delete Posts
Remove chat content
Manage Profile Names
Change user display names
🧱 Clocking & Job Cost Control
Permission
Function
Restrict Project Selection
Enforce project-based clock-in rules
View User Wage
See hourly wage on profiles
Manage User Wage
Edit user hourly wage
Working Hours
View standard work schedules
⏱️ Time Tracking & Cards
Permission
Function
Manual Entry
Add time manually for self or others
Automatic Breaks
Apply global auto-break rules (role-specific)
Create Tasks Excluded from Automatic Breaks
Override auto-break logic
View Time Cards
Access time cards
Edit Time Cards
Modify pending time entries
Edit Approved Cards
Modify entries that have already been approved
Enable “Approve All” Button
One-click approval of all visible time cards
📈 Reports
Each report can be toggled on/off individually.
Report Access
Includes
Employee Payroll Report
View labor and wage summaries
Project Status Report
Access live project metrics
Cost Code Billing Timeline
Track billing by phase or code
Staff Timesheets
View and export individual timesheets
Service Jobs Report
Track service job progress
🗺️ Miscellaneous
Permission
Function
View Active Users Map
See GPS clock-in/out locations
View Buckets
Access task buckets
Manage Buckets
Edit task containers
Manage PTO
Approve, reject, or edit time-off requests
📌 Summary
With this complete set of permissions, you can tailor roles down to the most specific levels. Whether it’s limiting who can see wages, or deciding who can approve time, Ontraccr gives you full control to ensure compliance, efficiency, and role-appropriate access across your entire team.
