Feature controls

Owners can enable the modules and role settings the organization needs. A feature can be included in a plan and still be unavailable to a particular person because of their role, site responsibility, or the record's status.

Check missing access

1. Confirm the person is approved and signed into the right organization.
2. Check whether the organization's product and plan include the workflow.
3. Confirm the feature is enabled.
4. Check the person's role and site or group assignments.
5. Check any permission specific to the record or action.
6. Refresh the app after a change.

A missing button is not always a missing module. For example, viewing an investigation and closing it require different permissions, and a submitted record may not permit the same actions as a draft.

Role settings

Owners use Manage Permissions to control punching, operational notifications, and live location tracking for customer roles. These settings can restrict participation; they cannot grant Owner-only authority.

Disabling punching blocks new punch-ins for that role while keeping an existing shift visible and allowing punch-out. Disabling tracking stops new role-based tracking without changing the person's stored consent. Device permissions and individual notification preferences still apply.

Roll out a module

Decide who will handle its records before enabling it. Confirm one authorized person can complete the workflow and another person without access cannot see the protected records. Train the crew on the actual enabled workflow.

See roles and access for role boundaries and billing for plan questions.