We hired a new Site Supervisor for one project. How do I give him access only to Daily Work Log and not financial registers?
Go to Apps → Your App → User and Roles.
Open the Users tab and click + Add User. Select his email and assign a basic role for now.
But I don’t want him to see Payroll or Overtime reports.
Then create a new role.
Switch to the Roles tab → click + Role → give it a name like “Site Supervisor”.
Under permissions, enable:
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Daily Work Log → View, Create, Update
Disable everything else like Payroll or Overtime.
After saving the role, go back to Users, edit his profile, and assign the new role.
Perfect. That way he only sees what’s required for site operations.