How to Restrict Staff from Editing Job ?

This feature allows management-level personnel to restrict certain user types from editing specific areas such as Customer, Project, Job, Digital Form, Asset, and Public Forms. Editing access is restricted based on statuses, allowing only authorized user types to make changes.

Benefits :

• Maintains data integrity by restricting who can modify core job information
• Prevents accidental or unauthorized changes to critical job details
• Reduces errors by allowing only specific user types to edit information at appropriate stages.

1. From the desktop's navigation bar, go to Company Settings > Job Settings > Job Status. Alternatively, use the Wizard Page for quick access.

2. For the job status you want to restrict, Click the pencil icon next to the status.

3. Select the Edit Access dropdown menu and choose the required account type. Example: Admin & Subadmin.

4. After updating all relevant job statuses, click the "Save Changes" button. 

Result

Staff members will now be able to:

• • View job details
  • Change job statuses
  • Add comments

However, they will no longer be able to edit core job information, which is now restricted to Admin and Sub-Admin

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