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Employee Roles and Permissions

Employee Positions and System Roles determine the access a user has in Workglue. An employee may have multiple Positions, but only one System Role can be assigned to them. 

The available System Roles are Mobile Only, User, ManagerAdmin, and Owner.

The Owner System Role is assigned when creating a new Workglue account. This role cannot be unassigned or altered.

Please reach out to Workglue Support for assistance changing the Owner System Role to a different user.

Employee Positions available are Account Owner, Admin/HR, Supervisor, Project Manager, Sales Person, Crew Leader, Field Worker, and Subcontractor.

Only Employees assigned the Crew LeaderField Worker, or Subcontractor will be appear on the job scheduler. 

Employees may be assigned multiple roles. e.g., the Account Owner can also be a Supervisor and Sales Person.

An Employee with a Subcontractor position and a Sub are not the same. An Employee has access to Workglue and is a paid user; a Sub does not have access to Workglue and is not a paid user.

  Owner/Admin Manager  User

Dashboard

Full Access Full Access View Only

Opportunities

Full Access Full Access View Only

Jobs

Full Access Full Access Assigned jobs only

Customers

Full Access Full Access Assigned customers only

Employees

Full Access

Reports

Full Access Full Access

Scheduling

Full Access Job scheduling only  ❌

Messaging

Full Access Full Access Full Access

Tasks

Full Access Full Access Personal tasks only
Calendar Full Access Full Access Personal calendar only
Account Full Access Profile Only Profile Only