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9. Roles and permissions

Roles are associated with users and modify the actions they can perform in the software.

Luc Tremblay avatar
Written by Luc Tremblay
Updated over a month ago

Administrators can change the roles and permissions of C-Cube users as much as they like.

For example, if you want team leaders to view invoices, you can give this permission to the team leader role. You can also create a new role and assign it the permissions you want. As an extreme example, create the role “Mom” and give her access only to the “meeting” section, so that she doesn't disturb you at those times ;).

Defining a Role

A role modifies the actions that one or more users can perform in the software. For example, the “customer service” role allows you to view and modify everything in the application, but not to delete.

Customize Roles

It's now possible to customize your company's roles.

From here, you can create as many roles as you like and give each of them the desired permissions.

Simply tick the appropriate box.

Assigning a role to a user

To assign a role to a user, you need to create a new user or modify an existing one.

To do this, click on the plus sign at the top of the page when you're on the user page.

from there, you need to choose

A- The employee (contact)

B- Enter his/her e-mail address (to receive the invitation to use C-Cube)

C- The role for this user

D- Save

Default roles

Administrator

An administrator can do everything in the software. The person who created the account automatically has this role.

Team Leader

This role is designed for team leaders using the software from the worksite. It enables them to:

  • View and modify projects assigned to him/her. And within these projects:

    • Create/modify purchase orders

    • Create/modify work orders

    • Create/edit daily reports (enter worker hours and materials used)

    • Create/modify tasks/notes/files

Customer service

This role is designed for administrative assistants or customer service in general. It allows you to:

  • View and modify everything in the software

  • Do not delete

Estimator

This role is designed for employees who make estimates and sales. It allows you to:

  • View and modify assigned tasks and notes.

  • View and modify assigned

    • projects

    • quotes

    • purchase orders

    • work orders

    • meetings

  • See assemblies and materials

Coordinator

This role is designed for production managers or project managers. It allows you to:

  • View and modify assigned tasks and notes.

  • View and modify

    • projects

    • contacts

    • work orders

    • purchase orders

    • production schedule

    • materials

    • daily report

    • checklists

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