User Access and Permissions

In the User’s section, you can add three different types of user in your account:

  1. Users with Access to Knowify
  2. Users with Mobile Access to Knowify Only (this includes subcontractors or 1099 vendors)
  3. Users with No Access to Knowify

It is important to differentiate between the different types of users in your accounts when delegating responsibilities and privileges within your account. This chart provides some examples of access given to the different types of user accounts in Knowify:

Users with AccessUsers with Mobile Access OnlyUsers with NO Access
Create purchase orders and manage committed costsLog TimeCan be used to enter time manually against a job with a predetermined rate
Manage Jobs*Check-In/Out Other Employees
Create new projectsView Job Details
Adjust and Setup SchedulingCommunicate Internally
Invoicing and recording paymentsUpload Purchases
Creating/Reconciling Bills
Manually enter & approve time
Build & Send proposals for digital e-signatures

*Must be given Foreman Access in the users section

Users with Full-access will have multiple permission sets that you can enable, so that you can control what they are and are not able to access. Users with mobile-only access will only have the permission to log time for themselves and/or to log time for other employees (Foreman Access).

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users2_editaccess User Access and Permissions

The Approval Authority is used to set a limit on the maximum total amount a user can submit a purchase for without review. If the purchases exceeds the approval authority (or if you set the approval authority to $0), then in order for it to be job costed/finalized, the direct manager, set above the approval authority, will need to approve the purchase.

Here is some more information about some of the different access points:

  • Is responsible for paying bills: This will allow the user to enter the bills section, and manage outstanding expenses
  • Is responsible for invoicing clients: This will allow the user to access the invoices section, and manage any outstanding invoices
  • Tracks their time: This will allow the user to enter their hours and/or check in and out of jobs using the mobile application
  • Manages Client Agreements: This will allow the user to access the contract section of any job, to view contract value, invoiced value, and to manage change orders
  • Schedules Company Resources: This will allow the user to access the Scheduling section, and manage the schedule for other employees and resources
  • Views Clients/Vendors financial data: This will allow the user to view financial information and is required for other access points such as access to bills and invoices
  • Can Access Quickbooks or is Your Accountant: This will allow the user to access the accountant section, view a transactions log of all data synced between Knowify and Quickbooks, and allows them to set the default accounts in Quickbooks for Knowify to sync information to.
  • Is a Foreman or Can Approve Time-cards: Allows the user to enter time for other employees, including through the mobile application
  • Manages Jobs: Allows the user to access jobs within the contract jobs and service jobs sections. This is required for other access points such as “manage clients agreements” and “schedules company resources”
  • Is a Knowify System Administrator: Allows the user to access the admin section including account settings,  user’s & rates, and access to the subscription tab

You can also view more information for the user’s section below: