Account Set Up
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      Set Up Your Users (and Roles/Permissions)

      Users are anyone in the office or field that need a login and access to the PeerAssist platform (web or mobile). Users are managed at the Admin level, and are assigned a role with a defined set of permissions.

       

      It's important to distinguish that Users are different from Field Employees.  Users will have a login and access to the platform. The employee list, rather, is a list of names for the foreman to select from when filling out tickets or forms. Read about setting up field employees here.

      Table of Contents

       

      To manage company users, navigate to Admin > Users Accounts in the left margin. 

      User Roles

      Users are assigned a role, and roles have a defined set of permissions giving access throughout PeerAssist platform. We have pre-populated your account with some common industry roles which you can Edit to customize to your liking.  You can also add a + New role and set it up to your preferences. 

       user roles

       

      Drill into the role and use the tabs to navigate the permissions for Admin, General, eForms, T&M and Purchasing.  T&M and Purchasing have multiple layers to account for the different features within the module. There is a full description of each of the permissions below.

      When you're finished, either Save changes or click <Back to List to exit.

      See below for a complete list of permissions with descriptions

       

      User Accounts

      Manage your user list within the User Accounts section.  User permissions can be customized beyond the role presets.
      • Add a + New User individually or use the Menu to "download a template" and "upload" a list of users
      • Or, Edit the user's profile to make changes to the users role and permissions

      • When adding/editing a user, the following information is required: 
        • Name
        • Role (this will dictate their permissions for the system*)
        • Email (this is required and will be their username to sign-in and will trigger a registration email)
        • *Use the tabs and checkboxes to customize their permissions beyond the role presets (description of permissions below).
        • Save changes or go <Back to List

        A users email cannot be edited. If they are registered with the incorrect email, that profile will need to be deleted and they will need to be registered again.


         

        Reset A User Password

        Admins have the ability to reset a user's password. Simply locate the User in the list and click the key icon.  Enter the new password twice to confirm and submit, then inform the new user of their new password so they can log in and reset it themselves. Read more about the different ways to reset a password here.


        View Active/Inactive Users

        • Use the toggle on the dashboard to switch between Active Users and All Users
          • "All Users" includes users that have been made Inactive
        • Use the cog wheel to Edit a user profile to change their status.

         

        Import & Export Your User List

        In the Menu icon at the top right:
        • Add users via list upload by downloading the template and then uploading it
        • Export your user list to do cleanup in Excel format, then upload the list to bring in changes

         

         

        Description of user permissions

        Admin 

        Company: update address, logo, week-ending day & outgoing email configuration

        Users: Maintain user list/user passwords, roles and permissions

        Employees: Maintain employee list

        Customers: Maintain customer list

        Vendors: Maintain vendor list & vendor material/pricing list

        Materials: Add/manage material list & T&M pricing

        Templates: Maintain rate & billing templates

        Workflows: Manage settings for each module including rates/billing, email preferences, new project notification, starting #s, outgoing document verbiage, and material/purchasing contacts

        Forms: Creating forms at the admin level to publish for field use

        Projects: Setting up projects, updating team members, adjusting project settings including rates/billing, daily signatures, authorization request on/off, starting #s and more

        General (high-level management/admin permissions)

        View All Projects:  ability to view projects without being an assigned team member

        View Analytics:  access to T&M data and charts

        Allow Project Pricing Sign-off: when Project pricing sign-off is enabled in Workflows, this permission allows the user to lock in labor rates with the Pricing review complete within Configure Pricing at the project level. 

        Field

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/delete/reset without also being able to view).  

        Create: Create a form from the desktop or mobile

        Delete: Delete a form from the desktop

        Reset: Allows user to "Reset to draft" when a form is in Sent for signature or Completed status (on the desktop)

        Project Management (Authorizations/T&M and Service Work/RFIs)

        • T&M: Authorizations

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/approve/reset without also being able to view).  
        Create: Create an Authorization Request on the mobile or desktop
        Approve: Approve an Authorization Request sent from the field (typically the PM or equivalent)
        Delete: Delete an Authorization Request from the desktop

        • T&M: Tickets

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/price/approve/delete without also being able to view).  
        Create: Create a ticket on the mobile or desktop
        Approve: Approve a ticket in Waiting for Approval status (and send the Change Order Request to the GC)
        Price: Has access to the labor, material & billing template to price a ticket on the desktop - AFTER a ticket has been signed in the field and is in the office's court
        Delete: Delete a ticket from the desktop
        Override Mandatory Authorization Setting: If Authorization Requests are required at the project level (or by the GC in our GC Portal), the user can override this requirement and create a ticket without first sending an authorization request.
         

        • RFIs

        View: on the web, users can view but not create or submit RFIs.
        Create: create RFIs
        Submit to GC: office or field users with this permission can submit RFIs directly to the GC from the web or mobile
        Mark as Closed: can close an RFI 
        Delete: can delete an RFI (recommended this permission is limited to the account admin)
        Cancel: can cancel an RFI (cancelled RFIs are still accessible through filters)

        Procurement: Field Material Request

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/reset/cancel without also being able to view).  
        Create: Create an FMR from the mobile or desktop
        Reset: Allows user to "Reset to draft" on the desktop when an FMR is in Requested status
        Cancel: Cancel an FMR on the desktop

        Procurement: Material Release

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/cancel without also being able to view).  
        Create: Create a Material Release on the desktop
        Cancel: Cancel a Material Release on the desktop
         

        Procurement: PO Processing 

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/cancel without also being able to view).  
        Create: Create a PO on the desktop
        Cancel: Cancel a PO on the desktop

        Procurement: Receiving

        View: if this is the only selection for the module, the user will have view-only access.  If other permissions are selected, "View" will be automatically checked as viewing is implied (you cannot create/cancel without also being able to view).  
        Create: Submit a receiver on the mobile or desktop