Role permissions
Please refer to the below table for specifics of individual permissions for each role:
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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 see the timesheets → paper processing 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 |