This article contains the following sections:
- Quick Reference of Roles & Permissions
- Field Crew
- Crew Foreman
- Personnel Management
- Office Manager
- Regional Manager
- Partner Manager
- Partner Administrator
Quick Reference of Roles & Permissions
Portal
Field Crew | Crew Foreman | Personnel Management | Office Manager | Regional Manager | Partner Manager | Partner Administrator | |
Portal | |||||||
View and edit their profile information (email, phone number, etc.) |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
View Company Documents |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
View their own Certifications |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
View the Dashboard and job activity |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
View Job information | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Add notes to Jobs and upload photos | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Upload Documents to COPs | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Add Folders to COPs | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Assign to Job Assignments | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Edit Certification Types | ✓ | ✓ | ✓ | ✓ | ✓ | ||
Edit Customers | ✓ | ✓ | |||||
Edit Labels | ✓ | ✓ | |||||
Edit Note Types | ✓ | ✓ | |||||
Edit Personnel Positions | ✓ | ✓ | |||||
Edit Photo Lists | ✓ | ✓ | |||||
Edit Safety Tasks | ✓ | ✓ | |||||
Edit Offices | ✓ | ✓ | |||||
Edit Regions | ✓ | ✓ | |||||
Billing Statements | ✓ |
Mobile Apps
Field Crew | Crew Foreman | Personnel Management | Office Manager | Regional Manager | Partner Manager | Partner Administrator | |
iPad | |||||||
Take photos for a job |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
View Company Documents |
✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
View their own Certifications | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Site Check In/Out | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Complete JHAs | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Take photos for a job | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Prompt crew to conduct tailgate training on site | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Prompt crew to sign job and safety documents | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Complete safety documents | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Complete job forms | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
Complete PPE Inspections | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
View Company Documents | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Field Crew
Field crew users are the bulk of the field crew staff. Consisting of in-house employees or subcontractors, field crew primarily utilize the iPad to take pictures, sign JSAs, and utilize the Pathwave mobile apps to take pictures and complete inspections (ex: PPE inspection). Field crew are assigned to a Region and Office
Field crew have the following permissions:
- Portal
- View and edit their profile information (email, phone number, etc.)
- View their own Certifications
- View Company Documents
- Mobile Apps
- Take photos for a job
- View their own Certifications
- View Company Documents
- Complete PPE Inspections
Crew Foreman
The crew foreman is the team lead and responsible for on site activities, such as checking in to sites, completing JSAs, completing safety documents, and checking out of sites. Crew Foreman are assigned to a Region and Office.
Crew Foreman can take photos, complete inspections, and sign JSAs like Field Crew but they may also do the following:
- Portal
- View the Dashboard and job activity
- View Job information
- Add notes to Jobs and upload photos
- View Company Documents
- View and Edit their Certifications
- Upload Documents to COPs
- Add Folders to COPs
- All functionality on a mobile device, including but not limited to:
- Site Check In/Out
- Complete JHAs
- Take photos for a job
- Prompt crew to conduct tailgate training on site
- Prompt crew to sign job and safety documents
- Complete safety documents
- Complete job forms
- Complete PPE Inspections
- View Company Documents
Personnel Management
Personnel Management can consist of an HR representative or responsible party for managing Personnel information and certifications. These users have access to Portal functionality except for Billing Statements. A Region and Office is not specified for Personnel Management.
- Portal
- All functionality in the Portal but cannot access Configuration, Billing Statements and editing Regions and Offices
- iPad
- All functionality on the iPad
- Phone Apps
- All functionality on the phone app
Office Manager
An Office Manager has the same roles and permissions as Personnel Management but must specify a Region and Office. These users have access to Portal functionality except for Billing Statements.
- Portal
- All functionality in the Portal but cannot access Configuration, Billing Statements and editing Regions and Offices
- iPad
- All functionality on the iPad
- Phone Apps
- All functionality on the phone app
Regional Manager
Regional Managers are typically interested in job activity and operations for a specific Region of the company. A Region is specified for a Regional Manager. These users have access to Portal functionality except for Billing Statements.
- Portal
- All functionality in the Portal but cannot access Configuration, Billing Statements and editing Regions
- iPad
- All functionality on the iPad
- Phone Apps
- All functionality on the phone app
Partner Manager
A Partner Manager has the same roles and permissions as a Regional Manager but does not specify a Region. These users have access to Portal functionality except for Billing Statements.
- Portal
- All functionality in the Portal but cannot access Billing Statements and editing Regions
- iPad
- All functionality on the iPad
- Phone Apps
- All functionality on the phone app
Partner Administrator
A Partner Administrator has the highest level of permissions. These users have access to all functionality in Pathwave. This is the only role to have access to Billing Statements.
- Portal
- All functionality in the Portal, including:
- Billing Statements
- Editing Regions and Offices
- iPad
- All functionality on the iPad
- Phone Apps
- All functionality on the phone app