Rhumbix makes it simple to assign user roles within your account on the Rhumbix Dashboard. Six standard roles are assigned to users individually based on their permissions.
ADMIN
Typically assigned to any Executive, Manager, Supervisor, or Payroll Staff who needs complete control of the Rhumbix platform. Admins have full access to all aspects of the Rhumbix dashboard, this includes:
All account management and setup
Viewing and creating all time cards across all Groups and Projects
Locking time periods
Viewing all field forms (T&M, DCR, etc.) across all Groups and Projects
And more…
PAYROLL ADMIN
They are often assigned to any Manager, Supervisor, or Payroll Staff who needs to approve and process time for a specific subset of projects. Payroll Admins have the same access as Admins, except when an account has Groups. Payroll Admins can only view time and projects under their assigned group. Payroll Admin access includes:
The same access as Admins, plus
Processing time through the timekeeping workflow
PM
PMs only have full access to assigned projects. They are frequently assigned to any Manager or Supervisor who needs to approve time for a specific subset of projects without needing access to every project. PM access includes:
Project management and setup
Adding team members to assigned projects
Viewing all time created in assigned projects and groups
View all field forms (T&M, DCR, etc.) across all assigned projects and groups.
FOREMAN
They were assigned to foremen or anyone who collects field data for their crew. They Primarily work through the Rhumbix mobile app but can also work on the web dashboard. Foremen only have full access to assigned projects and can only create time for their crew(s). Foreman access includes:
Viewing time entered for themselves and their crew (Workers)
Viewing field forms (T&M, DCR, etc.) only created by that user
OFFICE STAFF
Typically assigned to any user who submits individual time cards through the Rhumbix mobile app or web dashboard but does not have a crew and only has access to assigned projects. Office Staff access includes:
You are viewing time entered for themselves.
WORKER
Workers have no standalone functionality as users and do not have access to accounts. They are typically assigned to team members that don’t manage time or field forms. Other users with access to assigned projects add workers to time cards.
Rhumbix Roles Matrix
Each role has varying permissions, giving users different Web Dashboard and Mobile App access levels. When adding team members, please assign roles with these permissions in mind. Below is a chart that will show the different access levels per role.
To Assign A Role
1. Log into the Rhumbix Dashboard
2. Navigate to the Team Members page under Company Settings
3. Locate the team member.
4. To edit, double-click in the Role text box. A drop-down menu will appear with the six role options.
5. Select the role to assign. Changes will automatically save. Lastly, click on the X in the orange bar to proceed.
Users can always find more information on managing their accounts at our Support Center.