Permissions (outlined = changed from role default)
Status
Actions
Role Permissions
Defaults per role. Any of these can be changed for one person from Edit User → Permissions.
Bolt-Order Email Template
This is the write-up dropped into every auto-created Order bolts task. The grey blocks are filled in automatically and can't be edited here. Typing {job} in any field inserts the job name + number (e.g. "Miller Warehouse, Job #26014").
⚙ Bolt table — auto-generated. Built from the job's bolts (description, total qty, length, remarks) when the task is created. Not editable.
Data Export
Every piece on every active job, one row per instance — mark, job, weight, current status, and who fabricated or delivered it. Opens in Excel. For a single job, use Export CSV on that job's Members tab instead.
Edit Job
Edit Phase
Changing fab finish or required days slides this phase's auto-placed welders to match. Welders you've resized by hand stay put.
New Job
📄
Click to select SDS/2 .txt BOM export
📑
Click to select shop fabrication drawing PDFs -- select multiple at once
Extraction Results (Patch B preview -- Patch C will replace this with the review screen)
Add Member
PDF or image — stored as-is, not parsed.
Add Members from Drawing Package
Add Document
Tap a name to change just that one.
Upload Shop Drawings
Select all drawing PDFs for this job at once. Files will be matched to members by filename (e.g. BRC 1.pdf → member BRC 1).
📁
Click to select drawing PDFs -- select multiple at once
Shop Drawing
Create Member List
Print Labels
Edit Component
⚠ This mark appears with different specs elsewhere in this job. Use Reconcile under each mismatched field to pick the correct value, then Accept.
Add Phase
Bolt Order Email
Assign Job
Flag a Dispute
Request Delivery Date
Update Phase
Allocate Phase
Unallocated0
Add User
Share this with the new user out-of-band. They can change it later.
Ties this user to a schedule resource so they can enter their own events and production. Pick a saved resource that isn’t linked yet, or add a new one.
Used for Gantt/jobs. Only relevant for PM/Shop Mgr/Admin.
Edit User
Ties this user to a schedule resource so they can enter their own events and production. Pick a saved resource that isn’t linked yet, or add a new one.
They still have to turn on Text alerts themselves in My Profile.
📅 Shop Calendar
Existing Holidays & Closures
Welder Blocked Days
Create Task
Bolts — list specifics in the task details above.
Make a subtask of…
People on this subtask
They are on this subtask only — not on the main task.
New Bill of Lading
Not final — galvanizer, powder coater, processor, etc. Pieces on this BOL keep their current status: nothing is staged or marked delivered.
