Roles and Permissions
Owner, Admin, Manager, Foreman, and Crew — the five Klees roles, granular permission overrides, and the audit log that records every change.
Updated May 29, 2026
Klees ships five built-in roles that cover the operational reality of construction, cleaning, delivery, and other field-ops teams. Each has a default permission set, and most permissions can be tuned per company without writing a custom role.
The five roles
| Role | Typical seat | Scope |
|---|---|---|
| Owner | Owner, founder, CEO | Everything including billing |
| Admin | Ops director, IT lead | Everything except billing |
| Manager | Site manager, ops manager | Approve time, run reports, publish schedules |
| Foreman | Crew lead, on-site foreman | Crew Clock, daily log, see own crew |
| Crew | Worker | Clock self, see own schedule and timesheet |
Most teams find these five roles fit without modification. Enterprise supports custom roles built from the same permission set.
Permission matrix
The defaults below cover the most common actions. Every row is overridable per company.
| Action | Owner | Admin | Manager | Foreman | Crew |
|---|---|---|---|---|---|
| Clock self in/out | Yes | Yes | Yes | Yes | Yes |
| Crew Clock (clock others) | Yes | Yes | Yes | Yes | No |
| Create jobs | Yes | Yes | Yes | No | No |
| Edit jobs | Yes | Yes | Yes | No | No |
| Set geofence | Yes | Yes | Yes | No | No |
| Approve timesheets | Yes | Yes | Yes | No | No |
| Edit time entries | Yes | Yes | Yes | No | No |
| Publish schedule | Yes | Yes | Yes | No | No |
| Run reports | Yes | Yes | Yes | Own crew | Own only |
| Export payroll | Yes | Yes | Yes | No | No |
| Manage users | Yes | Yes | No | No | No |
| Configure PinShot | Yes | Yes | No | No | No |
| View Live Map | Yes | Yes | Yes | Own crew | Self + same site |
| Connect integrations | Yes | Yes | No | No | No |
| Manage billing | Yes | No | No | No | No |
| View audit log | Yes | Yes | Manager scope | No | No |
Notes on the defaults: Crew can only edit their own timesheet within the configured edit window (default 24 hours). Foreman sees their own crew on Live Map and Reports but cannot approve time. Manager has the broadest day-to-day footprint short of Admin. Only Owner can change billing.
Per-permission overrides
Each cell can be flipped per company in Settings → Roles. Common configurations:
- Construction strict approval — remove “Edit time entries” from Manager
- Cleaning foreman-led approval — grant “Approve timesheets” to Foreman scoped to own crew
- Delivery dispatcher view — grant Manager full Live Map on Pro+
- Multi-tenant ops — restrict Manager visibility via the tenant filter
Custom roles (Enterprise) start from any built-in role, toggle the full permission list, get a name, and are assigned to users.
Scoping rules
A permission can be granted at one of three scopes:
| Scope | Meaning |
|---|---|
| Self | Only the user’s own records |
| Own crew | Records for users the role is responsible for |
| Org | All records in the company |
For example, “Run reports — Foreman: Own crew” means a foreman can run reports filtered to their crew but cannot pull org-wide payroll.
The audit log
Every permission change, role assignment, time entry edit, PinShot review, and report export is recorded with who, what, when, where (IP + optional GPS), and a before/after diff. The log is filterable and exportable. Enterprise can stream to SIEM via the REST API. Retention defaults to 24 months; Enterprise extends to 7 years.
Scope by role
- Manager — scopable to all, by region, by customer, or by tag. A Western Manager scoped to CA/NV/AZ sees three states and nothing else.
- Foreman — implicit scope: crew members assigned on current and recent schedules. Reassignment shifts visibility automatically, avoiding stale access.
- Crew — sees self. On Live Map, also sees workers on the same job — useful for “who’s already here?”
Common patterns
- Read-only auditor — start from Crew, grant “Run reports” at org scope
- Payroll-only — start from Admin, toggle off everything except payroll export and reports
- Owner-as-billing-only — set up two Admins; Owner only logs in for billing
For SSO/SAML role mapping on Enterprise, see Security and Compliance.