BidUnity DocsRoles and permissions
User types, work roles, Timesheet Admin, and what each can see and do.
What you can see and do in BidUnity depends on two things a company admin sets when they add or edit you:
- Your user type. Everyone has exactly one.
- Your work roles. You can have none, one or several.
To change a user's type or work roles, a company admin goes to Settings, then Users. See Manage users. You can see your own on your profile, but you can't change them there.
User types
| User type | What the app says | What it means |
|---|---|---|
| Standard user | Standard users can perform all normal estimating activities. | Works on projects, proposals, tasks and the calendar. Can view the company settings pages but not change them. |
| Company admin | Company admins can change company settings, like managing users, vendors, and multipliers. | Can do everything a Standard user can, and also change company settings, invite and manage users, and edit the company's catalog. |
| Field/shop worker | Field/shop workers can only access projects they are scheduled for in the calendar. | Sees only the projects they are scheduled for, and only their own calendar entries. Can't open a project's Terms, Change orders or Billing tabs. |
A company admin can't take away their own company admin access, and can't make their own account inactive.
Active and inactive users
Each user is either an Active user or an Inactive user. Inactive users can't sign in or open any BidUnity page. A company admin sets this when they edit the user.
Work roles
Work roles describe the job a person does. A company admin ticks them under Permissions when they edit a user. The work roles are:
- Accounting
- Business Manager
- Dispatcher
- Draftsperson
- Estimator
- Facility Manager
- Glazier
- Job Site Foreman
- Job Site Supervisor
- Manager
- Project Coordinator
- Project Manager
- Safety Officer
- Senior Estimator
- Senior Project Manager
- Shop Foreman
- Superintendent
- Timesheet Admin
- Warehouse Manager
Work roles decide who picks up unassigned tasks. When a task is meant for a work role but has no person assigned, everyone with that work role sees it in their open task count and their task list. See Find your tasks and Set up task workflows.
Apart from Timesheet Admin, work roles don't open or close any pages.
Timesheet Admin
Timesheet Admin is the one work role that gives extra access. A user with it can:
- See Timesheet summary, Timesheet by project and Company bidding activity in the Reports menu.
- Open a person's timesheet for a day, correct a shift's times or project, and click Approve time.
- Click Remove approval to reopen an approved day so its shifts can change again.
The role works the same for every user type. A Field/shop worker with Timesheet Admin sees and corrects everyone's timesheets across the company, and can move a shift to any of the company's projects, including projects they can't open.
Company admins can do all of this without the role. Other users who open a timesheet page or the Company bidding activity report see Access denied. See Review and approve timesheets.
What each user type can do
"Yes" means the user type can do it. "With Timesheet Admin" means only users who also have that work role.
| What you want to do | Company admin | Standard user | Field/shop worker |
|---|---|---|---|
| Open projects | All projects | All projects | Only projects they are scheduled for |
| Create a project | Yes | Yes | No |
| See contract value and billing amounts on a project's home page | Yes | Yes | No. The home page shows them the contract status, bill count and key dates (marked Milestones only), but no dollar amounts |
| Open a project's Terms, Change orders and Billing tabs | Yes | Yes | No. The tabs are hidden, and a link to one of these pages shows Access denied |
| Open a project's Proposals and Procurement tabs | Yes | Yes | Yes, on projects they can open |
| See all of the company's tasks, and complete, reassign or reopen any task | Yes | Yes | Yes |
| See everyone's entries on the calendar | Yes | Yes | No, only their own |
| Add calendar entries for other people | Yes | Yes | No, only for themselves |
| Edit, move or delete calendar entries | Yes, anyone's | Yes, anyone's | Only their own |
| Connect their own Google Calendar | Yes | Yes | Yes |
| Change calendar colors | Yes | No | No |
| See Procurement in the Tools menu | Yes | No | No |
| See Task reports in the Reports menu | Yes | Yes | Yes |
| See the Work in progress report | Yes | Yes | No |
| See Timesheet summary and Timesheet by project | Yes | With Timesheet Admin | With Timesheet Admin |
| See the Company bidding activity report | Yes | With Timesheet Admin | With Timesheet Admin |
| Correct shifts, Approve time and Remove approval on a timesheet day | Yes | With Timesheet Admin | With Timesheet Admin |
| Add a shift by hand on a timesheet day | Yes | No | No |
| Add the Finalized proposals card to the dashboard | Yes | Yes | No |
| Add the Team task activity card to the dashboard | Yes | No | No |
| View the company settings pages | Yes | Yes, view only | Yes, view only |
| Change company settings: company profile, vendors and multipliers, inventory parts, margin schedule, proposal settings, terms and conditions, task workflow templates | Yes | No | No |
| Invite users and change their user type, work roles and active status | Yes | No | No |
| Edit the company's own catalog items | Yes | No | No |
| Add a missing price while reviewing a proposal | Yes | No, they see A company admin must add this missing price. | No, they see A company admin must add this missing price. |
| Correct a project's original contract value after it's locked | Yes | No | No |
| Edit their own profile | Yes | Yes | Yes |