User Permissions
It is important that your staff have the appropriate user permissions that allow them to access certain parts of the app and dashboard.
In this article we'll cover:
- What each user permission means
- How to view someone's current user permissions
What Each User Permission Means
There are two categories of permissions in Hectre:
- Account Type: access to the app
- Dashboard Access: access to the web dashboard (app.hectre.com)
Account Type
What each account type allows access to in the app, who typically uses each account type, recommended dashboard access.
| Account type in Hectre | App module access | What the user can do | Example roles | Recommended Dashboard Access |
| Staff | None | Unable to log into the app. Timesheets can be recorded for them by a supervisor or higher up | Seasonal worker, Contractor | None |
| Full-time Staff | My Timesheet, Scout | Record own timesheets | General worker, QC, Tractor driver | None |
| Supervisor | My Timesheet, Timesheets, Picking, Performance, Scout, Spectre | Record timesheets for a team. Record and QC bins for a team | Supervisor, QC | Regular |
| Manager | My Timesheet, Timesheets, Scout, Picking, Performance, Spectre, Insights, Orchard Management | Record and view timesheets and bins for any team. Add and edit staff. Add rates. Print ID badges. Overview of all work being done | Orchard manager, Senior supervisor | Regular, Power or Full |
| Owner | My Timesheet, Timesheets, Scout, Picking, Performance, Spectre, Insights, Orchard Management | Record and view timesheets and bins for any team. Add and edit staff. Add rates. Print ID badges. Overview of all work being done | Business owner, Office Admin, Payroll Admin | Full |
Dashboard Access
Below outlines what each Dashboard Access type can view in the web dashboard (app.hectre.com)
| Harvest | Scout | Maps | Timesheets | Admin | Payroll | Insights | |
| None | |||||||
| Regular | x | x | x | ||||
| Power | x | x | x | x | x | ||
| Full | x | x | x | x | x | x | x |
Staff
There is no App or Dashboard access by default. This is a useful account type for seasonal RSE or H2A workers or contractors since supervisors (or higher) will manage their timesheets and piece records.
Full-time Staff
Gives access to create their own Timesheets and to use Scout on the Mobile App. Usually, this account type is used for workers that are employed throughout the year. We recommend no Dashboard access for this account type.
Supervisor
Gives access to all Timesheets, Scout and Harvest. Supervisors can add workers to their teams to create timesheet records, but they do not have access to data from other teams working under another supervisor. This means that Supervisors cannot benchmark themselves against another team, but can add pickers to their team if they need to throughout the day. We recommend Regular dashboard access for this account type to enable access to Harvest, Scout and Maps dashboards.
Please note that Supervisors may benefit from Power or Full dashboard access to see staff pay rates for account types below their own but they cannot see the pay rate for other supervisors, managers, or owners.
Manager
Gives access to all Supervisor level permissions and the ability to check data inputted by other teams. For example, bins picked in a day by another picking team, performance checks on QC data, and timesheets for other teams. Manager and higher account types can view the Orchard Management view to add Staff and Reset Trees.
We recommend Regular, Power or Full access to the Dashboard for this account type depending on their responsibilities.
If you do not want a user to be able to edit settings on your orchard, we recommend dashboard access of Regular or None. Power dashboard access is useful for administrative purposes such as adding new staff, or editing orchard settings. It does not grant the ability to view other staff pay rates. Managers with Full dashboard access can view the wage rates of all staff regardless of account type.
Owner
The access level is the same as the Manager account type. We recommend Full dashboard access for this account type to give the ability to view ALL financial information and staff pay rates for account types below their own.
How to View Current User Permissions
User permission settings can be found under staff Personal Details.
To view someones current user permissions on the dashboard (app.hectre.com)
- Click on Admin
- Click Staff
- The Account Type column shows their account type
- Click anywhere on their name to open the Personal Details page
Personal Details page showing Account Type and Dashboard Access
