---
title: "Roles & Permissions in Ontraccr"
url: "https://help.ontraccr.com/en/article/roles-permissions-in-ontraccr"
language: "en"
last_updated: "2025-06-08T17:06:11.946Z"
---

# Roles & Permissions in Ontraccr

## **📋 Roles & Permissions in Ontraccr**  
 

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.