Denim for Teams offers you a long list of access control options for your team members, leading to a wide variety of possible permission combinations. What if you want to quickly set up a few standard roles such as data entry specialist, agent, and accountant? We're here to help with some suggested permission combinations for common roles.
Data Entry Specialist
Team members assigned this role are responsible for keying in draft jobs and the associated contractors and customers, but do not have access to view the company's full customer or contractors lists, nor to view jobs once they are saved.
Users in this role create draft jobs, submit their own jobs to Denim for funding, see their own jobs throughout the lifecycle, and view the company's customer and contractor lists. They are restricted from seeing jobs created by the owner or by other agents.
Users assigned this role have access to view all reports, including the business dashboard, along with access to Quickbooks and Wallet funding. The user cannot create or work with jobs, contractors or customers.