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Fieldbook and the security matrix
Fieldbook and the security matrix

Understanding and setting up the security matrix for Fieldbook

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: System Administrator


There are two security matrix options you will need to check for Fieldbook to work.

System administrators will need to access the security matrix from:
Organisation drop down > Settings > Organisation > Security Matrix.

Timesheet (project)

  1. 'Manage timesheet for others' allows any user access level ticked, to submit a timesheet for anyone in their organisation.

    • You may want to turn this on for "Project Managers", where they are a Team Lead or responsible for others (ie Assistant Project Managers).

Projects

  1. 'Assign tasks to Fieldbook' will allow the selected user access levels to assign tasks to a staff member.

    • You may want to turn this on for "Project Managers", where they are a Team Lead or responsible for assigning work to others (ie Assistant Project Managers).


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