Set up a new dashboard user account, configure their access permissions, and understand what each permission unlocks.
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Before you start You need Admin access or a dashboard user account with Add Users and User Access Management permissions. You can only assign permissions that are currently active on your own profile. Dashboard Users URL: |
Create the user account
- Go to Resources > Dashboard Users.
- Click + Add new dashboard user.
- Fill out the required fields.
- Click Save user.
- A brand new user will receive a verification email automatically once their account is saved. Have them check their spam folder or add noreply@assignar.com to their contacts.
Set up access permissions
After saving the user, you are taken to the User Access page. Permissions control which parts of Assignar the user can access and edit.
- On the User Access tab, toggle on the permissions the user needs.
- Click Save access settings at the bottom of the page.
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Note A user cannot re-enable a permission that has been turned off for them. Only another user with User Access Management can do this. |
- Once saved, the new user receives a verification email. They must verify their email and set a password before logging in.
Dashboard users log in using their email address, and password (first login they may be requested to provide their Client ID).
Permissions reference
Use this table to understand what each permission unlocks. Permissions are grouped into Grant Access (adds capabilities) and Restrict Access (limits an existing permission).
| Permission | What it unlocks | Where to find it |
|---|---|---|
| Grant Access | ||
| View Dashboard | Dashboard home screen: project map, today's summary, active orders, and Activity Feed. | Dashboard |
| Add Projects/Clients | Manage clients, projects, and archived clients. Silent dependency: required by Timesheets and Site Diary to load project and client fields. | Project Data > Clients, Projects |
| Add Tasks/Machines | Manage assets, tasks, and task groups. Silent dependency: required by Orders, Timesheets, and Site Diary to load task and asset fields. | Resources > Assets, Tasks |
| Documents | Upload, view, edit, and delete documents attached to workers, assets, projects, and records. | Resources > Documents |
| Skills Competencies | Full Compliance section: Skills, Competencies, Inductions, Mobile Uploads. | Compliance |
| Orders | Full Work Planning section: Scheduler, Orders, Timelines, Archived and Incomplete Orders. | Work Planning > Scheduler, Orders |
| Order Import | Adds Import Orders (CSV) to Settings > Legacy Import. Also requires Data Import. | Settings > Legacy Import |
| Timesheets and Dockets | Full Field Data section: Timesheets, Dockets, Site Diary, Allowances, Reports. Requires Add Projects/Clients and Add Tasks/Machines for fields to populate. | Field Data > Timesheets, Dockets |
| Add Users | Manage workers, dashboard users, employment types, and deactivated users. Also enables Project Data > Contacts. | Resources > Workers, Dashboard Users |
| SMS | Full SMS section: Inbox, Outbox, Compose, Contact Groups, Templates, Reports. | SMS |
| View Reports | Adds Reports sub-item to Work Planning. Also enables expiry notification badges in the header. | Work Planning > Reports |
| Forms | Form Results and Templates (form builder), plus My Views and Manage Statuses. | Field Data > Forms |
| Manage Payroll | Weekly timesheets tab, Run Overtime Rules, and Settings > Payroll & Accounting. | Field Data > Timesheets (Weekly tab), Settings > Payroll & Accounting |
| Charge Rates | Create and edit charge rates. Enables Approved with Charge Rates statuses in the timesheet workflow. | Within timesheets and orders |
| Pay Rates | Create and edit pay rates on worker profiles. Enables pay rate approval statuses. | Resources > Workers (Pay tab), Field Data > Timesheet Codes |
| Chargeable Items | Manage chargeable item types on orders and dockets. Required to download Site Diary PDFs. | Work Planning > Chargeable Items |
| Suppliers | Manage supplier records, documents, and journal entries. | Project Data > Suppliers |
| User Access Management | Enables the User Access tab on dashboard user profiles. Has no visible effect without Add Users. | Resources > Dashboard Users > User Access tab |
| Settings | 10 configuration tabs including Integrations, Tags, Terminology, and Audit Trail. Sub-pages need their own permissions. | Settings |
| Data Import | Settings > Assisted Import and Legacy Import for workers, clients, assets, and more. | Settings > Assisted Import, Legacy Import |
| View Asset Ranking | View ranking scores on asset records. Requires Add Tasks/Machines. | Resources > Assets |
| Edit Asset Ranking | View and edit ranking scores on asset records. Requires Add Tasks/Machines. | Resources > Assets |
| View Supplier Ranking | View ranking scores on supplier records. Requires Suppliers. | Project Data > Suppliers |
| Edit Supplier Ranking | View and edit ranking scores on supplier records. Requires Suppliers. | Project Data > Suppliers |
| Manage API Access | Create and manage API keys. Paid add-on. Only one user per account should have this enabled. | Settings > API Access |
| Leave Requests | View and action all leave requests across the organisation. | Work Planning > Leave Requests |
| View Audit Trail | Access Settings > Audit Trail and the Audit Trail tab on individual records. | Settings > Audit Trail |
| Webhooks | Webhook management. Contact support to enable this module. | Settings > Webhooks |
| Restrict Access (layer on top of Grant Access only) | ||
| Form Results Only | Hides the Templates tab. User sees submitted form results only. Requires Forms. | Field Data > Forms (Results tab only) |
| Read Only | User can only view the modules enabled in Grant Access, not edit them. | Affects all Grant Access sections |
| Disable Tag Actions | Removes Tags from Settings. Empties the Tags dropdown on all records. Existing values remain visible. | Affects all records with a Tags field |
| Assigned Leave Requests Only | Limits the user to processing leave requests only for workers assigned to them. Requires Leave Requests. | Work Planning > Leave Requests |
Common permission combinations
These are the minimum permissions needed for typical roles. Always start with View Dashboard.
| Role or task | Permissions needed |
|---|---|
| View and manage orders | View Dashboard + Add Projects/Clients + Add Tasks/Machines + Orders |
| View and manage timesheets (daily) | View Dashboard + Add Projects/Clients + Add Tasks/Machines + Orders + Timesheets and Dockets |
| Full payroll workflow | Timesheets and Dockets + Manage Payroll + Pay Rates + Charge Rates |
| Download Site Diary PDFs | Add Projects/Clients + Add Tasks/Machines + Orders + Timesheets and Dockets + Chargeable Items |
| View form results only (no template editing) | Forms + Form Results Only |
| Manage other users' permissions | Add Users + User Access Management |
| Import orders in bulk | Order Import + Data Import (both required) |
Things to know
- A user cannot re-enable their own permissions. Only another user with User Access Management can do this.
- You can only assign permissions that are currently active on your own profile.
- Changes only take effect after clicking Save access settings.
- Add Projects/Clients and Add Tasks/Machines are silent dependencies. They unlock little on their own but are required by many other modules to load data correctly.
- Restrict Access settings have no effect on their own. They must be combined with the relevant Grant Access permission.
- The Insights section is an account-level feature. Access is managed under Settings > Insights Licensing, not as a standard permission toggle.
- The new user receives a verification email once their account is saved. Have them check their spam folder or add noreply@assignar.com to their contacts.