Understanding the four user levels in JGID
JGID has four user levels that control what each person can view and change:
- Admin
- Manager
- Supervisor
- Employee
User levels may also be referred to as user permissions, access levels, user limitations, restrictions, roles or access rights.
User level comparison
| Access or action | Admin | Manager | Supervisor | Employee |
|---|---|---|---|---|
| Access all areas of JGID | Yes | Yes, except restricted user profile information | No | No |
| Enable or disable users | Yes | No | No | No |
| View or change pay rates and personal user information | Yes | No | No | No |
| Access New Enquiries | Yes | Yes | No | No |
| Access Opportunities | Yes | Yes | No | No |
| Access Quotes | Yes | Yes | No | No |
| Access Invoices | Yes | Yes | No | No |
| Access job information | Yes | Yes | Yes | Yes, for jobs on their calendar |
| View financial information | Yes | Yes | No | No |
| View everyone’s calendars | Yes | Yes | Yes | No |
| View their own calendar | Yes | Yes | Yes | Yes |
| Schedule jobs or adjust the schedule | Yes | Yes | Yes | No |
| Edit job checklists | Yes | Yes | Yes | No |
| Edit the Job Hazard Analysis (JHA) | Yes | Yes | Yes | No |
| Read and sign the JHA and checklist on mobile | Yes | Yes | Yes | Yes |
| View project notes | Yes | Yes | No | No |
| View field notes | Yes | Yes | Yes | Yes |
Admin
Admin is the highest user level in JGID. An Admin has access to all areas and functions across the software.
Admins can also:
- Open and manage user profiles.
- View and change pay rates and personal user information.
- Enable or disable users.
Manager
Managers have full access to most areas of JGID.
However, Managers cannot:
- Access the restricted details of a user profile.
- View or change user pay rates or other personal information.
- Enable or disable users.
Apart from these user-management restrictions, Managers can access and manage all other areas of the system.
Supervisor
Supervisors have access to job-related information but cannot access:
- New inquiries.
- Opportunities.
- Quotes.
- Invoices.
- Financial information within jobs.
- Project notes.
Supervisors can:
- View everyone’s calendars.
- Schedule jobs and adjust the schedule.
- Edit job checklists.
- Edit the Job Hazard Analysis, also known as the JHA.
- View field notes.
Employee
Employees have the most restricted user level.
Employees:
- Can only view their own calendar.
- Can see who else is scheduled with them on the same job.
- Cannot view other people’s calendars or schedules.
- Cannot access financial information.
- Cannot edit the JHA or job checklist.
- Can read and sign the JHA and checklist on their mobile phone.
- Can view field notes but cannot view project notes.
Notes and field notes
It is important to understand the difference between these two types of notes:
- Project notes can only be viewed by Admins and Managers.
- Field notes can be viewed by all four user levels, including Supervisors and Employees.
Choose the correct note type based on who needs to see the information.