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Role

Permission

Description

Applicable To

Allow login

Allow login

Allows users to access InTime

Managers, Consultants, Administrators, and Workers.

MAIN ROLES

Dashboard

Read

Allows access to the leaderboard report

Administrators and consultants

Read all

Allows access to the leaderboard report

Administrators and consultants

Report

Read

Obsolete

Read all

Obsolete

Administrator

Create

Allows user to create new administrator user profiles

Only applicable to administrators

Write

Allows user to amend existing administrator profiles

Only applicable to administrators

Write all

Allows user to amend existing administrator profiles

Only applicable to administrators

Read

Allows user to view existing administrator profiles

Only applicable to administrators

Read all

Allows user to view existing administrator profiles

Only applicable to administrators

Delete

Obsolete

Switch

Allows user to switch to administrator user

Only applicable to administrators

Client

Create

Allows user to create new client user profiles

Only applicable to administrators and consultants

Write

Allows user to amend clients where there is a direct relationship only (e.g. if user is a consultant, they can only amend clients of placements they are assigned to)

Only applicable to administrators and consultants

Write all

Allows user to amend all client profiles regardless of whether there is a direct relationship

Only applicable to administrators and consultants

Read

Allows user to view clients where there is a direct relationship only, for example, if user is a consultant, they can only view clients of placements they are assigned to

Only applicable to administrators , consultants, and workers

Read all

Allows user to view all client profiles regardless of whether there is a direct relationship

Only applicable to administrators , consultants, and workers

Delete

Obsolete

Consultant

Create

Allows user to create new consultant user profiles

Only applicable to administrators and consultants

Write

Allows user to amend existing consultant profiles where there is a direct relationship

Only applicable to administrators and consultants

Write all

Allows user to amend all existing consultant profiles

Only applicable to administrators and consultants

Read

Allows user to view existing consultant profiles where there is a direct relationship

Only applicable to administrators and consultants

Read all

Allows user to view all existing consultant profiles

Only applicable to administrators and consultants

Delete

Obsolete

Switch

Allows user to switch to consultant user

Only applicable to administrators and consultants

Invoice

Create

Allows user to generate sales/pay invoices

Only applicable to administrators and consultants

Write

Allows user to edit sales/pay invoices

Only applicable to administrators and consultants

Read

  • Allows user to view sales/pay invoices

  • Allows managers to access purchase orders.

  • Allows managers to view rates

Only applicable to administrators and consultants

Delete

Obsolete

Ltd. Company Provider

Create

Allows user to create new provider profiles

Only applicable to administrators and consultants

Write

Allows user to edit new provider profiles

Only applicable to administrators and consultants

Read

Allows user to view new provider profiles

Only applicable to administrators and consultants

Delete

Obsolete

Ltd. Company User

Create

Allows user to create new provider user profiles

Only applicable to administrators and consultants

Write

Allows user to edit new provider user profiles

Only applicable to administrators and consultants

Read

Allows user to view new provider user profiles

Only applicable to administrators and consultants

Delete

Obsolete

Switch

Obsolete

Manager

Create

Allows user to create new manager profiles

Only applicable to administrators and consultants

Write

Allows user to amend existing manager profiles where there is a direct relationship

Only applicable to administrators and consultants

Write all

Allows user to amend all existing manager profiles

Only applicable to administrators and consultants

Read

Allows user to view existing manager profiles where there is a direct relationship

Only applicable to administrators and consultants

Read all

Allows user to view all existing manager profiles

Only applicable to administrators and consultants

Delete

Obsolete

Switch

Obsolete

Payslip

Create

Obsolete

Write

Obsolete

Write all

Obsolete

Read

Allows user to view payslips for workers

Only applicable to workers, administrators, and consultants

Read all

Allows user to view payslips for workers

Only applicable to workers, administrators, and consultants

Delete

Obsolete

Switch

Obsolete

Payment element

Create

Obsolete

Write

Obsolete

Read

Obsolete

Delete

Obsolete

Placement

Create

Allows user to create placement profiles

Only applicable to administrators and consultants

Write

Allows user to amend existing placement profiles where there is a direct relationship

Only applicable to administrators and consultants

Write all

Allows user to amend all existing placement profiles

Only applicable to administrators and consultants

Read

  • Allows user to view existing placement profiles where there is a direct relationship

  • Allows user to create expenses

Only applicable to administrators, consultants, managers

Read all

Allows user to view all existing placement profiles

Only applicable to administrators, consultants, and managers

Delete

Obsolete

Rating

Create

Obsolete

Write

Obsolete

Read

Obsolete

Read all

Obsolete

Timesheet

Create

Allows user to create a timesheet

All user types

Write

Allows user to update a timesheet with direct relationship

All user types

Write all

Allows user to update a timesheet regardless of direct or indirect relationship. Also allows "Update Payroll Ref" against timesheets from the margin report.

All user types

Read all

  • Allows user to view all timesheets regardless of direct/indirect relationship

  • Allows managers to view invoices for the clients they are associated with. Additionally, managers would also need the Expense - Read all permission.

All user types

Delete

Allows user to delete a timesheet

Only applicable to administrators

Time pattern

Create

Obsolete

Write

Obsolete

Read

Obsolete

Delete

Obsolete

Worker

Create

Allows user to create new worker profiles

Only applicable to administrators and consultants

Write

Allows user to amend worker profiles with direct relationship

Only applicable to administrators and consultants

Write all

Allows user to amend all worker profiles regardless of direct relationship

Only applicable to administrators and consultants

Read

Allows user to view worker profiles where there are direct relationships

Only applicable to administrators and consultants

Read all

Allows users to view all worker profiles regardless of direct relationship

Only applicable to administrators and consultants

Delete

Obsolete

Adv. read

Obsolete

Adv. write

Obsolete

Switch

Allows user to switch to worker user

Agency

Write

Allows user to edit agency details (contact and invoicing details)

Only applicable to administrators

Read

Obsolete

View Pay Rate

Read

  • Allows user to view pay rates within InTime. Additionally, managers would need view charge rate, and invoice- read permissions.

Only applicable to workers, managers

View charge rate

Read

Allows user to view charge rates within InTime. Additionally, managers would need view pay rate, and invoice- read permissions.

Only applicable to managers

Partial shifts

Write

Obsolete

Write all

Obsolete

View onsite workers

Write

Obsolete

Write all

Obsolete

Expense

Create

Allows user to create an expense claim

All user types

Read all

  • Allows user to view all expenses regardless of direct/indirect relationship

  • Allows managers to view invoices for the clients they are associated with. Additionally, managers would also need the Timesheet - Read all permission.

All user types

Write

Allows user to create/amend expense claims

All user types

Write all

Allows user to create/amend expense claims for any placement (no direct relationship needed)

All user types

Delete

Allows user to delete an expense claim

Only applicable to administrators

Tag category

Create

Obsolete

Write

Obsolete

Read

Obsolete

Document Management

Write

Allows admin user to see the timesheets paper processing menu. Additionally, admin users will need additional timesheet roles - paper entry permission.

Exchange Rates

Create

Allows users to create an exchange rate under System Configuration > Invoicing & Payments > Exchange Rates

Only applicable to administrators

Write

Allows users to amend an existing exchange rate

Only applicable to administrators

Read

Allows users to view existing exchange rates

Only applicable to administrators

Additional Timesheet Roles

Web Entry

Allows user to enter timesheets via InTime UI

Admins, Consultants and Workers. Ltd Co Users if they have the timesheet Write All role.

Terminal

Drafts

Allows user to read/view draft timesheets

Only relates to the individual list pages - users can still use the search screen to find them

Submitted

Allows user to read/view submitted timesheets

Only relates to the individual list pages - users can still use the search screen to find them

Approved

Allows user to read/view approved timesheets

Only relates to the individual list pages - users can still use the search screen to find them

Rejected

Allows user to read/view rejected timesheets

Only relates to the individual list pages - users can still use the search screen to find them

Completed

Obsolete

Uninvoiced

Obsolete

SMS

Obsolete

QR approval

Obsolete

Export

Allows user to export a timesheet/expense from InTime

Admins or Consultants, but typically only admins.

Bulk entry

Allows user to create timesheets via bulk entry

Applicable to admins, consultants, managers, workers

Approve

Allows user to approve submitted timesheets

Applicable to admins, consultants, managers, workers

Bulk approve

Allows user to approve expense claims in bulk via Expenses > Authorise

Applicable to admins, consultants, and managers

Paper entry

Allows admin user to submit see the timesheets via paper processing in InTime menu. Additionally, admin users will need document management - write permission.

Applicable to admins and consultants

Adjust shifts

Applicable to admins and consultants

Additional Expense Roles

Web entry

Allows user to enter expense claim via InTime UI

Admins, Consultants and Workers only.

Submitted

Allows user to read/view submitted expenses

Admins, Consultants and Workers only.

Approved

Allows user to read/view approved expenses

Admins, Consultants, managers, and workers only.

Rejected

Allows user to read/view rejected expenses

Admins, Consultants, managers, and workers only.

Completed

Allows user to read/view completed expenses

Uninvoiced

Obsolete

Export

Obsolete

Bulk entry

Allows user to create expenses via bulk entry

Applicable to admins, consultants, managers, workers

Approve

Allows user to approve submitted expense claims

Applicable to admins, consultants, managers, workers

Bulk approve

Allows user to approve expense claims in bulk via Expenses > Authorise

Paper entry

Obsolete

Legacy module

Obsolete

Additional Client Manager Roles

Contract manager

Allows access to online contracts, compliance and client document pool

Allows a client manager to approve an invoice

Applicable to managers

Agency Worker Regulations (AWR) Roles

Access AWR

All user types

Enter AWR Comparator

Applicable to admins and consultants

Additional Agency Roles

Switch agency

Allows user to switch between agencies where more than one is hosted on the same domain. The user roles given to the user apply to all agencies.

Applicable to admins only

Can Export Unpaid Timesheets

Applicable to admins only

Make Leaver

Allows user to make workers leavers in InTime

Applicable to admins only

Export Invoice

Obsolete

Approve Supplier Invoice

Allows user to approve/accept supplier invoices uploaded against advice notes

Only applicable to administrators and consultants

Approve Details Changes

Allows user to approve worker bank/address details changes (where enabled on the agency) 

Admins will have this role regardless, and so this role will need to be applied to the Consultants if needed. 

Approve Holiday Claims

Only applicable to administrators

Data Controller

Only applicable to administrators

Delete Payments

Allows users to delete payment batches

Only applicable to administrators

Standard Configuration

Only applicable to administrators

Advanced Configuration

Only applicable to administrators