Breadcrumbs

Roles

In Cactusoft Construction, roles are essential for access management and directly contribute to the structure of application usage. They are used to assign users specific access to certain tools, based on their responsibilities. This ensures data confidentiality and ensures that everyone works only with relevant components. For example, a worker does not need access to the job site planning function and should not be able to view information related to their colleagues' payroll. These are two sections of the application that are therefore not accessible to the "worker" role.

Administrator

Administrators have access to all application modules.

Project Manager

  • Interactive Map

    • View the interactive map

  • Forms

    • Fill out certain forms

  • Approval

    • View and approve projects

    • Verify and validate project events

    • Receive warning alerts

  • Send Files

  • Planning

    • View job site schedule

    • Create, edit, and delete a job site

    • Modify daily settings

    • Lock a job site

    • Lock a day

    • Move a job site

    • Change job site statuses

    • Send files to a job site project

    • Create and edit a project

  • Projects

    • Create projects and phases

    • Edit projects and phases

    • Archive projects and phases

    • Send files to the project or phase

    • View files in the project or phase

    • View project or phase statistics

    • View the phase calendar

    • View the labor calendar

  • Data

    • Clients

      • Create clients

      • Edit clients

      • Delete clients

    • Contacts

      • Create contacts

      • Edit contacts

      • Delete contacts

    • Equipment

      • Create equipment

      • Edit equipment

      • Delete equipment

  • Settings

    • General settings

      • Work types

        • Add work types

        • Edit work types

        • Delete work types

      • Contact roles

        • Add contact roles

        • Edit contact roles

        • Delete contact roles

    • Resource settings

      • Equipment types

        • Create an equipment type

        • Edit an equipment type

        • Delete an equipment type

Foreman

  • Forms

    • Fill out certain forms (scheduled or spontaneous forms)

  • Send Files

  • Schedule

    • Access to personal schedule

    • Send file to a job site project

    • Clock in and out on a job site

    • Clock in and out another worker on a job site

    • Clock in and out equipment on a job site

    • Clock time in offline mode

    • Fill out a form and complete assigned tasks

    • Receive schedule in PDF format by email, with app notifications or by SMS

    • Message preview (optional)

    • View personal information, example: training and competency cards

    • Edit additional fields (if permissions are enabled)

  • Time Clock

    • Clock in and out all workers on a job site (multiple time clock)

    • Clock in and out all equipment on a job site (multiple time clock)

  • Submit

    • Display mode by job site or by phase

    • Preview timesheet before submitting time

    • A detailed review for each employee

    • A detailed review for each equipment

    • Submit job site timesheet to payroll

  • Job site settings

    • Job Sites

      • Default automations

        • Create events for break or lunch time

        • Edit events for break or lunch time

        • Delete events for break or lunch time

Payroll Manager

  • Planning

    • View job site schedule

  • Interactive Map

    • View the interactive map

  • Forms

    • Fill out certain forms

  • Schedule

    • Exports

      • Export time clock data

  • Data

    • Employees

      • Create and edit employee information

      • Add and edit employee training

      • View time loss reports, tardiness reports, annual reports and payroll history

  • Payroll

    • Approval

      • Approve a worker's time

      • Approve multiple workers' time

      • Verify and validate worker events

      • Approve equipment time

      • Approve multiple equipment time

      • Receive warning alerts

      • Submit to payroll

    • Payroll calculator

      • Create and edit employee payrolls

  • Send Files

  • Settings

    • General settings

      • Price tables

        • Add new price tables

        • Edit price tables

        • Disable price tables

    • Project settings

      • Labor rates

        • Add new price tables

        • Edit price tables

    • Resource settings

      • Employee types

        • Create an employee type

        • Edit an employee type

        • Delete an employee type

      • Employee statuses

        • Create an employee status

        • Edit an employee status

        • Delete an employee status

      • Work schedules

        • Create a work schedule

        • Edit a work schedule

        • Delete a work schedule

        • Assign workers to a work schedule

    • Payroll settings

      • Approvals

        • Configure time approval settings

        • Configure alerts for time approvals

      • Rates

        • Configure non-decree rates (non-regulated)

      • Expense types

        • Create an expense type

        • Edit an expense type

        • Delete an expense type

      • Earning types

        • Create a custom earning type

        • Edit a custom earning type

        • Delete a custom earning type

      • Payroll rules

        • Create a custom payroll rule

        • Edit a custom payroll rule

        • Delete a custom payroll rule

      • Custom fields

        • Create a custom field for custom payroll rule

        • Edit a custom field for custom payroll rule

        • Delete a custom field for custom payroll rule

      • Exporters

        • Create a payroll export

        • Edit a payroll export

        • Delete a payroll export

      • Payroll report

        • Create a payroll report

        • Edit a payroll report

        • Delete a payroll report

        • Set a payroll report as default

Job Site Dispatcher

  • Dispatch

    • Planning

      • View job site schedule

      • Create, edit, and delete a job site

      • Create, edit, and delete a job site sequence

      • View monthly view by phase

      • View monthly view by resource

      • Modify daily settings

      • Lock a job site

      • Lock a day

      • Move a job site

      • Change job site statuses

      • Send file to a job site project

      • Create and edit a project

      • Assign workers and/or equipment via a job site or job site sequence

    • Assignment

      • Create and edit a daily schedule

      • Assign workers and/or equipment

      • Send schedules

      • Perform schedule reviews

  • Interactive Map

    • View the interactive map

  • Job Sites

    • Schedule

      • Access to personal schedule

      • Send file to a job site project

      • Clock in and out on a job site

      • Clock in and out another worker on a job site

      • Clock in and out equipment on a job site

      • Clock time in offline mode

      • Fill out a form and complete assigned tasks

      • Receive schedule in PDF format by email, with app notifications or by SMS

      • Message preview (optional)

      • View personal information, example: training and competency cards

      • Edit additional fields (if permissions are enabled)

    • Submit

      • Display mode by job site or by phase

      • Preview timesheet before submitting time

      • A detailed review for each employee

      • A detailed review for each equipment

      • Submit job site timesheet to payroll

  • Payroll

    • Approval

      • Approve a worker's time

      • Approve multiple workers' time

      • Verify and validate worker events

      • Approve equipment time

      • Approve multiple equipment time

      • Receive warning alerts

      • Submit to payroll

  • Data

    • Clients

      • Create, edit, and delete a client

    • Contacts

      • Create, edit, and delete a contact

  • Reports

    • Job site planning dashboard

    • Labor statistics

  • Send File

  • Settings

    • General settings

      • Activities

        • Add activities

        • Edit activities

        • Delete activities

        • Reorder the activities list

      • Work types

        • Add work types

        • Edit work types

        • Delete work types

Supervisor

  • Job Sites

    • Job site schedule

      • Access to personal schedule

      • Send file to a job site project

      • Clock in and out on a job site

      • Clock in and out another worker on a job site

      • Clock in and out equipment on a job site

      • Clock time in offline mode

      • Fill out a form and complete assigned tasks

      • Receive schedule in PDF format by email, with app notifications or by SMS

      • Message preview (optional)

      • View personal information, example: training and competency cards

      • Edit additional fields (if permissions are enabled)

    • Submit

      • Display mode by job site or by phase

      • Preview timesheet before submitting time

      • A detailed review for each employee

      • A detailed review for each equipment

      • Submit job site timesheet to payroll

  • Send File

Worker

  • Job Sites

    • Job site schedule

      • Access to personal schedule

      • Send file to a job site project

      • Clock in and out on a job site

      • Clock in and out another worker on a job site

      • Clock in and out equipment on a job site

      • Clock time in offline mode

      • Fill out a form and complete assigned tasks

      • Receive schedule in PDF format by email, with app notifications or by SMS

      • Message preview (optional)

      • View personal information, example: training and competency cards

      • Edit additional fields (if permissions are enabled)

    • Time Clock

      • Clock in and out their time

      • Clock in and out assigned equipment

  • Tasks

    • View the task list

    • View scheduled tasks

  • Send File