What can each role do in the Protiv worker app?

Purpose

This article explains what each user role can see and do inside the Protiv worker app. Protiv uses role-based visibility to protect sensitive financial data while giving everyone the tools they need for their job.

When To Use This

• You want to understand why two users see different information.
• You’re assigning roles and need to know what each role unlocks.
• A worker reports that a section is restricted or hidden.

Before You Start

• Roles apply to both mobile and web, and any change affects all devices.
• Visibility is controlled automatically based on the role assigned in Protiv.
• Workers always see only their own pay and performance.

Step-by-Step Instructions

Role Overview — How visibility works

Protiv tailors the app based on role:

• Sensitive financial data is shown only when needed for leadership.
• Workers get a clean, simple view focused on their own work.
• Each role has access to different ProPay, budget, and job details.

Admin — Full access

Admins have the broadest visibility. They can:

• View all financial details
• See budgets, costs, and full ProPay information
• View other users’ financial data
• Use View As User to see another person’s exact mobile view
• Access all bonus-pool, cost, and budget sections

Ideal for: Owners, payroll leads, operations directors

Manager — Near-full financial visibility

Managers have almost the same access as admins. They can:

• See budgets, costs, and bonus pools
• View full ProPay financial details
• View other users’ financial information
• Access full job and performance insights

Ideal for: Office managers, project managers, supervisors

Crew Lead — Job-level financial access

Crew leads can see most financial details for the jobs they oversee. They can:

• See budget vs. actual performance on their jobs
• View job-level costs, remaining budgets, and ProPay financial sections
• See bonus pool distribution for their work

They cannot:

• View company-wide financial summaries
• View financial details for workers outside their crew

Ideal for: Leads responsible for job performance and team coordination

Employee (Field Worker) — Personal view only

Field workers see a simplified view focused on their own work. They can:

• See their own bonuses, deductions, and pay insights
• View their individual job results and performance
• See basic job details they’re assigned to

They cannot:

• See job budgets or remaining hours
• View bonus pools or distribution
• See coworker pay or performance details
• Restricted areas will show a simple message if their role doesn’t allow access.

Ideal for: Field workers, technicians, installers, laborers

Examples

• A worker only sees their own bonus and hours — not coworker details.
• A crew lead checks budget vs. actual for today’s jobs to coach the team.
• A manager uses full ProPay details to review performance before approvals.
• An admin uses View As User to troubleshoot a worker’s dashboard.

Common Mistakes & How To Fix Them

• A section says it’s restricted.
  Your role doesn’t have permission. Ask an admin if access should change.
• Two people see different bonus or budget info.
  They likely have different roles (Worker vs Crew Lead vs Manager).
• You expect full job budgets in the worker app.
  Only admins, managers, and crew leads can view budgeted hours or costs.