Portal
| Permission Name | Associated Category | Purpose | Dependencies |
| Can Allocate Resource | Portal | Allows Resources to allocate Work Orders to child Resources. Enables the Allocate Resource button on a Work Order in the Portal | Can List Work Orders, Can View Portal Work Order Selection List, Can Allocate Resource and Schedule |
| Can Confirm Contractor Details On Invoice Submission | Portal | ||
| Can Confirm Machine Location | Portal |
User can set the machines current location to the store/site that they are logging into the portal at. Enables the "Click here to confirm this machine is at " button on the Portal Home page |
(Typically used for Single Client Site Users only) |
| Can Delete Pending Portal Consolidated Invoice | Portal | Provides the Delete Consolidated Invoice action in the Portal for Resource Users | |
| Can Download Desktop Application | Portal | Provides ability to download the application from the portal. Enables the Downloads tab on the Portal | |
| Can Download iOS App From Portal | Portal | ||
| Can Download Mobile App From Portal | Portal | ||
| Can Download Mobile App Raw Binary File From Portal | Portal | ||
| Can Download Test Mobile App Builds | Portal | ||
| Can Externalise Resource On Work Order Creation | Portal | Allows the User to bypass the Internal Resource automatic allocation of Work Orders in the Portal should it be required | |
| Can Navigate to Next/Previous Job | Portal | ||
| Can Preview Resource on Work Order Creation | Portal | During the Create Job function, this displays the Resource who will be assigned to the Work Order. | Can Create Reactive Work Orders |
| Can Set General Filter | Portal | Adds additional filter to the Web Portal. For people who are multi-site Users, a Buildings filter will appear and for people who are multi-client Users, a Client filter will appear. If a User is both multi-site and multi-client, both filters will appear. | |
| Can Submit Portal Consolidated Invoice | Portal | Provides the User with the Submit Consolidated Invoice action in the Portal | |
| Can Submit Portal Invoice | Portal | Ability to submit Invoices via the Web Portal | |
| Can Submit Portal Purchasing Invoice | Portal | Provides the User with the Submit Purchasing Invoice action in the Portal | |
| Can Take Work Orders | Portal | Resources gain the ability to take Work Orders from other associated Resources. Enables the Take button on a Work Order in the Portal | Can List Work Orders, Can View Portal Work Order Selection List |
| Can Use Single Screen Work Order Creation | Portal | Provides the User with the Single Screen version of the Create Job process on the Portal | Can Create Reactive Work Orders OR Can Create Quotations |
| Can View Calculated Costs On Invoice Submission | Portal | ||
| Can View Child/Sibling Resource Work Orders | Portal | Provides the User with the ability to see Work Orders allocated to Branches/Tier 2 Resources of which they are associated to (via Head Office/Branch or Tier 1/Tier 2 association) | |
| Can View Completed Jobs List | Portal | Ability to view a Completed Job List in the Portal | |
| Can View Future Planning Work Orders | Portal | Allows the User to view any Work Orders with a Future Planning Reason Code in the Portal | Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Parent Resource Work Orders | Portal | Provides the User with the ability to see Work Orders allocated to Head Office/Tier 1 Resources of which they are associated to (via Head Office/Branch or Tier 1/Tier 2 association) | |
| Can View Pending Authorisation Job List | Portal | Provides a "Pending Authorisation" Work Order List in the Portal that details all Work Orders visible to the User that are in the Authorisation process | |
| Can View Pending Quotes | Portal | Ability to view Quotes at Pending Status | |
| Can View Portal Work Order Selection List | Portal | Provides the ability to view the work order list on the Portal. Enables the Jobs tab on the portal | Can List Work Orders |
| Can View Purchasing Jobs List | Portal | Ability to view a Purchasing Job List in the Portal | |
| Can View Quote Requests | Portal | Provides the ability to view any quote requests assigned to the User | Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Unallocated Work Orders | Portal | Enables the Unallocated filter in the List Jobs view on the Portal. | Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Unassigned Work Orders | Portal | Enables the Unassigned filter in the List Jobs view on the Portal. | Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Work Order Assets | Portal | Provides the ability to view assets within the work orders details screen on the portal | Can List Work Orders OR Can View Portal Work Order Selection List |
| Can View Work Order Building Address | Portal | User can see the Building address where the work is to commence on the Work Order details screen in the Portal | Can List Work Orders OR Can View Portal Work Order Selection List |
| Can View Work Order Locations | Portal | Provides the ability to view the location of the work orders within the work order details screen on the portal | Can List Work Orders OR Can View Portal Work Order Selection List |
| Can View Work Order Resource Contact Details | Portal | Provides the ability to view the Resource Contact Details on the Work Order. Enables the Contact Details hyperlink | Can List Work Orders, Can View Portal Work Order Selection List |
| Can View Work Orders Pending Verification | Portal | Allows Users to view Work Orders that are awaiting a Verification RFI to be completed on them. | Can List Work Orders, Can View Portal Work Order Selection List |