View Access Jobs: How to View

When creating jobs for team members in other departments, you may notice that newly created jobs do not immediately appear on your personal schedule view.

By default, Caction filters schedule views to show tasks directly assigned to you. To view jobs where you only have "View" permissions, you simply need to adjust your schedule view filters. 

Core Concept: Assign vs. View Access

Understanding access roles helps explain why certain jobs are filtered out by default:

• Assign (The "Doer"): Assigns a user primary responsibility for the task. The job appears on their active schedule, and they have full edit access to complete checklists, log reports, and update job statuses. (Note: Assigning a user automatically grants them View permissions).

• View (The "Watcher"): Grants read-only visibility into job details, photos, and progress updates without cluttering the user's primary task calendar. Users with View-only access cannot edit or modify job details.

For a complete breakdown of user permissions, refer to our Understanding Assign and View guide in here.

Role-Based Visibility Impact

• Sub-Admins: Automatically receive View access (with edit permissions) for jobs assigned to staff members under their supervision.

• Staff Accounts: Restricted strictly to jobs explicitly assigned to or shared with them.

Users assigned at the Customer level automatically gain View access to all associated jobs and projects.

How to Display "View Access" Jobs on Your Schedule

To view jobs assigned to other team members or departments, switch your filter view from Assign to All.

Desktop View

1. Navigate to Business Management > Schedule > Job Schedule

2. Located above the schedule calendar, you can change the Access Type filter.
   

3. Set Access Type from Assign to All.
   
   

4. The schedule will refresh to display both assigned tasks and view-only tasks across departments.
   

 Mobile App View

1. Open the Caction mobile app and tap the Schedule tab on the bottom navigation bar. 

2. Tap the Filter icon located at the top left of the screen.
   

3. Scroll down to the FILTER BY MY ACCESS TYPE section.

4. Select the All radio button (default is set to Assign). Tap the red SEARCH button at the bottom right to apply the filter. 
   

5. The Job Schedule page should now display both assigned tasks and view-only tasks across departments.