Permission Levels dictate what is visible for users in RIVET. Role Categories influence RIVET's Labor Recommendations.
💡 Note: This article contains interactive tutorials. Click the targets to advance to the next step.
Contents
Navigation
Roles
Permission Sets
Workers
Related Content
Navigation
Admin users with access to Manage Organization will click the settings gear icon in the upper right
Navigate to Roles and Permissions from the left side navigation
The Roles and Permissions page is divided into three sections: Roles, Permission Sets and Workers. These are accessible from the header menu.
Roles
Roles in RIVET are synonymous with "Job Titles"
Roles in RIVET are completely customizable by the organization
Roles are organized into 'Role Categories'
Admin users can set default permission sets for each role
Role Categories
RIVET Labor Recommendations are controlled by organizing worker roles into categories.
Back Office
These roles will never be suggested for labor by RIVET Recommendations. Please note, you can still schedule Back Office roles to jobs if their specific role is set to "Scheduled Worker".
Supervision
These roles are your leaders in the field. Example: Foreman, Field Leader, General Foreman, Crew Lead, Job Manager. These roles will be recommended when a job requires a leader to be scheduled.
Journey Worker
These roles are fully accredited while seldom acting as leaders in the field. Example: Journeyworker, Technician, Service Shop Worker. These roles will be recommended by RIVET when the ratio dictates another Journeyworker is needed.
Sub Journey Worker Roles
These roles are workers that may still be training on the job. Examples: Apprentice (any level), Shop Help, Temp Labor, CW, CE, etc. These roles will be recommended when a job's role ratios require additional Sub-JW roles.
Sync Role Colors
Change the Role Category color by clicking the color tile to the left of the title
Syncing the Role Colors will make all roles in that category match the category color
Add New
Add a new Role to a Role Category
Select the role color by clicking the color tile to the left of the title
Create the Role Name
Set the Default Permission Set for this role
Select if worker's with this role will be 'Scheduled Workers' or 'Back Office Staff'
Move this role to a different category with the 'Move To' drop down
Permission Sets
Admin users with access to Manage Organization create customized permission sets
These permission sets determine what is visible by users in their organization
Cleanup Duplicates
Permission sets with identical permissions are grouped in this section
Since multiple roles can inherit the same permission set, only one set of each configuration is required
Merge duplicated permission sets to prevent redundancy and clutter
Remove additional permission sets that are no longer needed
Create New
Create a new permission set by customizing a permission template
Permission Templates
RIVET provides seven permission templates
Starting from these templates, RIVET users can create as many unique permission sets as they need
Craft Worker - Limited view only access to assigned jobs with the ability to read messages and view their personal schedule for two weeks at a time.
Crew Leader - Limited view only access to assigned jobs with the ability to read messages and mark unplanned absences on assigned jobs.
Project/Field Leader - View only access to assigned jobs and workers with the ability to read messages, create labor requests and mark unplanned absences on assigned jobs.
Project/Field Scheduler - Full access to assigned jobs and workers with the ability to create jobs, workers, labor requests, absences and messages and the ability to create, edit and delete schedules on assigned jobs.
Labor Manager - Full access to all jobs and workers with the ability to create jobs, workers, labor requests, absences and messages and the ability to create, edit and delete all schedules.
Executive Viewer - View only access to all information and features in RIVET. Users will not have their roles or groups updated by the integration.
Admin - Full access to all information and features in RIVET including managing other users' notifications and application security. Users will not have their roles or groups updated by the integration.
Icons
Access Shield - When on, these worker's default role and organization group are protected from change by an integration.
Touches Financial Data - Is able to view and possibly edit financial information depending on which of these permissions are toggled on.
.png?width=31&height=30&name=Icon%20(1).png){kind=small}
Touches Sensitive Data - Ability to view Tags, SSN, Worker Notes, Workers Personal Information
.png?width=31&height=30&name=Icon%20(2).png){kind=small}
Can See All Jobs In Their Group -
Craft Worker Experience - Craft Worker's have less permissions by default and see a more siloed version of the application. This experience only shows job's the worker is assigned to and will only show the worker's schedule for two weeks at a time.
Edit
Click the three dots next to a permission set to access the kebab menu
Select 'Edit'
Click 'Done' to save your changes
Click 'Cancel' to discard your changes
Duplicate
Click the three dots next to a permission set to access the kebab menu
Click 'Duplicate' to create an identical copy of that permission set
Change the name of the duplicated permission set
Fine tune the new custom permission set to arrive at your desired configuration
🏆 Tip: Use the 'Duplicate' feature if an existing custom permission set is close to what you're looking for. Make subtle changes to the duplicate to arrive at a new custom permission set.
Set As Fallback
For users with an active integration for Workers
When a new role is created in RIVET from your source system
The newly created role will inherit this permission set
Workers
Navigate to Roles and Permissions from the left navigation menu in Manage Organization
Select Workers from the header menu
Jump To Role
Select which Role you'd like to view on the Worker Permission Table
If no workers are assigned to the selected role, it will not show in the Table
See Profile
Click the three dots to the right of the worker's name to access the kebab menu
Click See Profile to view the worker's profile
Individual Permissions
The default permission set is determined on a role level
If needed, each worker can inherit a custom permission set
Adjust individual permissions from the drop down to the right of a worker's name
This way, the individual still maintains their role but their permissions are different than their peers
View Permission Set
Click the three dots to the right of the worker's name to access the kebab menu
Click 'View Permission Set' to view the permission settings for that worker
Change Role
Click the three dots to the right of the worker's name to access the kebab menu
Select Change Role
Choose which role this worker should be categorized under