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Dashboard: User Roles and Access

Details how user roles and permissions determine access to Dashboard features and data

Updated today

Dashboard

Access to Dashboard features varies depending on user roles and permissions. Each role determines which functions and pages are available within the Dashboard.

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Factory logo

The Factory logo (Home button) redirects users to different pages based on their assigned access level:

  • Administrators, Power Users, and Standard Users (including No Invoicing and No Pricing roles): Redirected to the Dashboard, regardless of the current page.

  • Productivity and Workflow Only Users: Redirected to the Workflow page. Any applied filters or selected views are reset.

  • Deliveries Only Users: Redirected to the Delivery Scheduling page with the default view restored.

  • Time Tracking Only Users: Redirected to the Team Member Selection screen.

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