Groups

The groups feature in theBOSSapp allows organizations to categorize their employees and users into different groups, based on their roles and responsibilities within the organization. The available groups in theBOSSapp are Accounting, Safety, HR, Administration, Procedures, Compliance, and Equipment.

Each group also has a designated “group leader” who is responsible for approvals for certain activities that are relevant to the group.

By organising your employees into different groups and assigning group leaders, you can easily manage their access to information and resources, and ensure that the right people have access to the right information at the right time.

Managing Group Members and Group Leaders:

You can easily manage the members and group leaders of a group by following these steps:

1. Go to the Groups tab in theBOSSapp
2. Click on the group you wish to manage
3. You can add or remove users from the group by clicking on the row of the user you wish to add or remove
4. To assign a group leader, click on the “Assign” button in the “Group Leader” column for the user you wish to assign as the group leader
5. Save your changes by clicking on the “Save” button

Group Permissions

Accounting

• Can see the ‘Contract Agreements,’ ‘Invoices’ and ‘Purchases’ pages.
• Can put clients and suppliers on hold
• Can edit invoice dates
• Can delete invoices
• Can add invoices to purchase orders
• Can mark purchase orders as ‘billed’
• Can edit a supplier’s invoice terms
• Can delete Purchases
• Will receive notifications when clients have filled out the form
• Will receive notifications when suppliers have filled out the form
• Can approve client accounts
• Can delete deliverables
• Can mark invoices as complete
• Can update purchase orders
• Can add a Contract Agreement Purchase
• Can add purchase items to any branch
• Will receive invoice cancellation request notifications
• Leader will be required to approve account requests
• Leader will be required to approve budget templates
• Will receive notifications when a comment is added to an invoice
• Will receive notifications when a comment is added to a purchase
• Will receive notifications when a client is put on hold, or a comment is added to a client
• Will receive a notification when an invoice has been requested
• Can add/edit invoice reminders

Safety

• Will receive a notification when somebody marks a CPIR as ‘Work has stopped’
• Will receive a notification when somebody marks a CPIR as ‘Extreme Risk’
• Can view all CPIRs

HR

• Leader will receive birthday notification
• Is the leader of the ‘Staff competencies’ project
• Will receive a notification when an invited user has signed up
• Will be the manager of all competencies that are not specifically assigned to someone
• Will receive a notification when a new employment detail is added
• Can put and take off employment detail hold
• Can edit and add awards
• Can edit and add penalty rates

Procedures

• Leader will need to approve all custom fields
• Leader will have to approve subject items
• Will have to approve supplier type insurances

Compliance

• Leader will be the leader of the CPIRs project
• Leader will be required to approve supplier insurances
• Leader will need to approve supplier insurance types
• Can view all CPIRs except for ‘Confidential’

Equipment

• Leader will need to approve calibrations (unless the equipment has a ‘manager’ associated to it
• Will be the leader of the ‘Equipment’ project
• Will be notified of upcoming calibrations

Administration

• Will get notified when a branch manager changes

Business Development

• Can download branch tenders and all tenders
• Can view all tenders

I.T.

• Can Delete users MFA
• Will get notified when a user has had a licence assigned to them
• Can access & edit the Microsoft licences assigned to a user

Marketing

• No preset permissions