Applies to: Administrators (planning), all users (reference)
Job Management defines how responsibility is distributed across users in your organization.
Job Management isolates each job's edits in a branch version (a private workspace) and merges them into the shared default version only when the job is closed. Roles decide who is allowed to perform each step of that flow.
Portal Administrators
Administrators can manage all of:
•Jobs
•Groups
•Users
Only portal administrators control who can access Job Management by registering portal groups and managing their membership. They can also configure permissions for the Worker role across the Job Management system.
They have full access to all jobs in Job Management - enabling them to support users by managing any job at any stage of its lifecycle.
Portal administrators have the following capabilities across all jobs in the system:
•View all jobs
•Open any job for editing
•View job history
•Complete or close any job
•Put any job on hold
•Re-assign any job
Supervisor
Oversees the full job lifecycle. A supervisor creates and assigns jobs, monitors progress, reviews and validates completed work, resolves conflicts, and closes jobs. Supervisor permissions are fixed and cannot be customized.
Supervisors have full administrative control over jobs within their group, including the ability to open, close, and modify jobs.
Worker
The Worker role is optional. A group consisting only of Supervisors is sufficient for most organizations.
Workers are best suited for organizations that need a clear separation between those who coordinate and oversee jobs and those who carry out the fieldwork, such as when field crews and project managers operate independently, or when tighter control over who can create, assign, or close jobs is required.
Workers can always complete jobs. Administrators can also configure additional permissions for the worker role.
What's Next
