To complete these steps, you must be an Admin User.
Viewing and Editing Organization-Wide Permissions:
Navigate to Admin Settings
2. Select the "Setup" tab
3. Select the "Permissions" tab
Field User Permission Levels:
The "Low" Permission Level:
Allows Field Users to view jobs
Field Users are not required to request access to jobs
Field Users can join jobs at-will
The "Medium" Permission Level:
Allows Field Users to view jobs
Field Users must request access to jobs (requests can be approved or denied from the "Access Requests" page on the navigation sidebar)
Field Users cannot join jobs at-will
The "High" Permission Level:
Does not allow Field Users to view jobs
Field Users cannot request access to jobs
Field Users cannot join jobs at-will
Procurement User Permission Levels:
The toggle at the bottom of the page, "Restrict Procurement User Job Access" can be turned on to require Procurement Users across your entire organization to request access to join jobs or view job details. Requests can be approved or denied from the "Access Requests" page on the navigation sidebar. This permission can also be enabled or overridden at the job-level.
Write Purchase Orders and Forward Deliveries Permissions:
There are two permission toggles that can be turned on and off for all User Types:
"Write Purchase Orders" and "Forward Deliveries".
These can be turned on and off for each individual User by going to the Users section of the Admin settings and selecting "Modify Permissions" from the Options menu next to that User's name:
A pop-up box will then appear where you can toggle these permissions on or off for that User and save your changes:
Adding Users as Team Members to a Job:
In order to add approvers, or have additional required CC's on REQs and POs, you will need to add users as members to a Job.
To do this, you will navigate to the Jobs section within Kojo, and select the Job that you are looking to add this user to.
Once inside the desired Job, you are able to add users, set their level of approval (if you are using Approvals, and you are able to add required CC recipients to REQs and POs for that Job.
You have now successfully added a user to your team on a specific Job!!
If you have any additional questions regarding Permission Levels please contact support@usekojo.com