RosterSure is built on the Principle of Least Privilege. This means every user—from your internal Project Managers to external Auditors—sees exactly what they need to do their job, and nothing else.
Use the matrices below to choose the right role for your team members.
1. Administrative Roles#
These roles manage the company account, billing, and user settings.
| Action | Owner | Admin | Billing Contact | Auditor |
|---|---|---|---|---|
| Account Management | ||||
| View Billing & Invoices | ✅ | ❌ | ✅ | ❌ |
| Manage Subscription | ✅ | ❌ | ✅ | ❌ |
| Transfer Ownership | ✅ | ❌ | ❌ | ❌ |
| User Management | ||||
| Invite New Users | ✅ | ✅ | ❌ | ❌ |
| Edit User Roles | ✅ | ✅ | ❌ | ❌ |
| Deactivate Users | ✅ | ✅ | ❌ | ❌ |
| Compliance Oversight | ||||
| View All Projects | ✅ | ✅ | ❌ | 👁️ |
| View Audit Logs | ✅ | ✅ | ❌ | 👁️ |
| Export Compliance Reports | ✅ | ✅ | ❌ | 👁️ |
2. Operational Roles#
These roles are focused on daily project execution and subcontractor management.
- Full Permission (✅): Can perform action on ALL projects.
- Scoped Access (🔒): Can perform action ONLY on assigned projects.
- No Access (❌): Cannot perform action.
| Action | Admin | Project Manager | Member | View Only |
|---|---|---|---|---|
| Project Access | ||||
| View Project List | ✅ | 🔒 Assigned Only | 🔒 Assigned Only | 🔒 Assigned Only |
| Create/Edit Projects | ✅ | ❌ | ❌ | ❌ |
| Subcontractor Ops | ||||
| Create New Subcontractor | ✅ | 🔒 | ❌ | ❌ |
| Assign Sub to Project | ✅ | 🔒 | ❌ | ❌ |
| Archive Subcontractor | ✅ | ❌ | ❌ | ❌ |
| Compliance Tasks | ||||
| Upload COI / WSIB | ✅ | 🔒 | ✅ | ❌ |
| Refresh WSIB Data | ✅ | 🔒 | ✅ | ❌ |
| Approve / Reject COI | ✅ | 🔒 | ❌ | ❌ |
| Update Site Checklist | ✅ | 🔒 | 🔒 | ❌ |
Role Definitions#
👑 Owner#
The primary account holder. Has absolute control over the organization, including billing, subscription cancellation, and transferring ownership. There can be multiple Co-Owners.
🛡️ Admin#
Designed for Safety Directors or Office Managers. Has full visibility into all projects and compliance data but cannot modify billing or subscription settings.
👷 Project Manager (PM)#
Designed for Site Supers or Project Leads. This is a scoped role. A PM can do almost everything an Admin can do (add subs, check WSIB, upload COIs), but only for the projects they are explicitly assigned to. They cannot see data for projects they don’t manage.
👓 Auditor#
A special external role for COR™ Auditors or Ministry Inspectors. They get read-only access to your entire dashboard, audit trails, and document repository, allowing them to verify compliance without the risk of accidentally changing data.
FAQ: Where is the “Project Manager” option?#
You might notice that Project Manager isn’t listed in the “Account Role” dropdown when you invite a new user. This is intentional to give you more flexibility.
In RosterSure, a Project Manager is a responsibility on a specific job site, not just a system-wide label. This allows one person to be a Manager on Project A (full control) but just a regular Member on Project B (view only).
How to assign a Project Manager:
- Invite as “Member”: In the User Management screen, invite the user and select Member as their Account Role.
- Edit User Details: Once the user is created, click their name in the User Roster to view their profile.
- Assign Project Roles: Scroll down to the Project Role Assignments section. You will see a list of all active projects.
- Change “No Access” to “Manager”: By default, new Members have No Access to specific projects. Simply change the dropdown for the relevant project from No Access to Manager.