Roles and permissions

Every user belongs to one office and has one or more roles. Everyone can view their office's data; roles decide what you can change. The rules are enforced by the server, so a button you can't use is simply not shown.

Role	Typical user	Can change
Account Holder	Division manager, office admin	Everything in the office, including users and settings
Project Inspector	Engineer, project-in-charge	Contracts and their field records
Engineering Personnel	Engineer	Same as Project Inspector, except contract documents
Financial Encoder	Accountant, budget officer	Project finance and contract billings
Viewer	Planning officer, management	Nothing (read-only)

A user can hold several roles, for example Project Inspector and Financial Encoder.

What each role can do

	Account Holder	Project Inspector / Engineering Personnel	Financial Encoder	Viewer
View everything in the office, run reports, export Excel	✓	✓	✓	✓
Build, save and share custom reports	✓	✓	✓	✓
Projects: add, edit, delete	✓
Project finance: expenditure sources, expenditures, requested cash	✓		✓
Contracts: add, edit, delete	✓	✓
Schedule, accomplishment, physical features, site photos	✓	✓
Suspensions and resumes, variation orders, time extensions	✓	✓
Contract documents: add, edit, delete	✓	Project Inspector only
Billings (financial accomplishment)	✓		✓
Contractors	✓	✓
Systems, fund sources, expenditure source names, physical feature list	✓
Users, office settings, activity log, team activity	✓
Forum posts and replies; own password and activity	✓	✓	✓	✓

The one-day rule

Accomplishment entries, billings, variation orders, physical feature quantities, site photos and contract documents can be edited or deleted for one day after they are entered. After that, only an Account Holder can change them. This protects reported figures from being changed quietly later.

Changing someone's roles

Account Holders manage roles under Office → Users → pencil icon. See Users and team activity.