Everyone in the office or running a site works in one of three profiles. The profile decides the order of your menu, which tab opens first inside a job, and what you may approve, sign and send. The names and the order follow the tool the team used before, so moving over is easy.
| Planning | Site Manager | Finance & Compliance | |
|---|---|---|---|
| Who | Estimating, planning, head of operations | Runs the sites day to day | Finance and compliance |
| Menu, in order | Jobs, Crew and trades, Tasks, Roster, Costs, Hours | Roster, Week plan, Crew and trades, Tasks, Today, Jobs, Hours | Costs, Hours, Jobs, Tasks, Crew and trades, Profiles |
| Inside a job, first tabs | Program, Estimate, Costs | Board, Program, On site, Diary | Costs, Estimate, Reports |
| Sees money | Yes | Only what he paid on material lines | Yes |
| Approve hours | Yes | Yes | Yes |
| Sign the diary, publish the roster | Yes | Yes | No |
| Make and send reports | Yes | Yes | Yes |
| Enter job costs | Yes | No | Yes |
| Authorise voids (manager) | Yes | No | No |
| See the document log | Yes | No | Yes |
Other people
- Director: everything, always. Sets permissions and adds people.
- Crew: Today, Week plan, their own tasks and hours, gate sign-in, and on their jobs the Board, Program, Documents and Materials. Never a price.
- Subcontractor and client: only what they are invited to.
Changing one person's permissions
The director opens Team, then Permissions, picks the person and flips the switch. Starting permissions shows what each profile begins with. Every change is logged.
Why it works this way. BulkDesk checks every request on the server against the person's role, permissions and the jobs they belong to. Hiding a button is never the only protection.