TRANSCRIPTION
--- CLIP 2: ZevBit User Permissions ---
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If this employee is getting invited where they have their own login,
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it'll bring you to this permissions page where you can choose what they have access to within the system.
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All right.
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So if they have access to CRM, can they only view their own clients or do they have access to all the clients company-wide?
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A foreman doesn't need access to estimates or change orders.
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Attachments, the foreman can view.
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Invoicing, foreman doesn't need a view.
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The schedule, you would select their own crew here.
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And usually it would be on view mode, but if you want to give them edit mode, you can.
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You can also select any subcontractors if you'd like.
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Or you could turn this off.
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And you can also see if they have access to expenses.
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And then most importantly is timesheets and time tracking. So if they have access to timesheets right here,
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then they will be able to view these users timesheets. By default, it's only going to be themself.
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Okay, and
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by default, they're not going to be able to edit anyone's timesheets.
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All right.
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If you want your foreman to be able to view the other people on his crew,
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make sure you select them here so he can view those additional people.
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All right.
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Additionally, we have time tracking.
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If this user is able to clock in and out or not, and if that's on, you can choose
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if they can clock into line items or just the overall project, as
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well as if they can clock into only projects that they're either assigned to or scheduled for, or
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if they can clock into all the projects. So what I mean by this right here is
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that when we go and create a new project, let me show you.
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For example, all of these projects I have here, under assign to, I could assign this person to this project.
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All right. So that would be one way of giving them access to it.
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The second way is I could come into this project. I could go to the schedule and I could schedule this project.
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It doesn't have to be for today. It can be for any day. I could schedule this project as a new job
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for this specific crew.
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And when I do that, now this automatically gets assigned to this crew, which therefore assigns it to this employee.
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So if access to assigned projects is on here, then they only can clock into jobs that they've either been scheduled for or
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they're assigned to.
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Now, if you give them this access, access to all projects, then they can clock into any project within the system.
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They don't need to be scheduled for any other project.
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They don't need to be scheduled or assigned to it.
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Require GPS location. You can turn that on or off.
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We also have the option for the user to clock in and out of company shop tasks.
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No projects. So if this is on, it basically only allows them to clock into company shop.
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It doesn't allow them to clock into projects.
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So you would want to keep this off for every single one of your field employees.
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The only thing this would be on for would be like an office person
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who's just clocking into company time and not into specific projects.
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All right, we also give you a couple additional options, like if they have access to the progress widget, the visit notes, and
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the crew notes. So you can turn those things on or off
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depending on what access you want that employee to have.
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You can also confirm these settings. Make sure budgeting is turned off for your formants and the rest of these items down here.
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That they don't need access to. And then you'll just click confirm here and you can confirm the categories for this user.
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So these are your meetings that they need on their calendar as a foreman. Maybe it's just like client walk-through and
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you can do like on-site meeting, other
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phone call, pickup payment, stuff like that. You can put whatever is applicable for that person.
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Hit save.
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And you can see employee is created successfully. Your employee will receive an email on his inbox and need to set password.
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So they'll get an email, this new employee I just invited. It's going to be down here right now under test foreman.
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They will get an email where they can accept the invitation and set up their password.
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If you are having any trouble with this invitation, click this chat button in the bottom left corner and send us a message to our support team.
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We will help you guys. We can set the password for you on our end or resend the invitation. So just let us know.
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So that's gonna be how you get everyone set up