Table of Permissions

Finance

Permission Name Associated Category Purpose Dependencies Can Add Invoice Documents Finance Ability to Add documents to Invoice submissions Can View Invoice Documents, Can Add Work Order Invoice, Can Edit Invoices, Can Edit Work Orders, Can... Read More

Inventory

Permission Name Associated Category Purpose Dependencies Can Add Inventory Items Inventory Ability to add an Inventory Item in the Inventory Module in the Desktop Application   Can Add or Edit Inventory Documents Inventory Ability to create... Read More

People

Permission Name Associated Category Purpose Dependencies Can administer a password reset People Provides the "Reset Password" action to the User from a People List Can View People Can administer a password set People Provides the "Set... Read More

Work Order Actions

Permission Name Associated Category Purpose Dependencies Can Accept Job Work Order Actions Ability to accept the currently selected job. Enables Accept Job option in the Agent, Call In and Call Out drop down menus Can List Work Order Filters,... Read More

Communication

Permission Name Associated Category Purpose Dependencies Can Edit Email JSON Templates Communication     Can Edit Email Templates Communication Provides the ability to view and edit email templates. Enables the Template Configuration... Read More

Authorisation

Permission Name Associated Category Purpose Dependencies Can Add/Edit Authorisation Reasons Authorisation Provides the ability to add and edit authorisation and authorisation refusal reasons in core data. Enables the Authorisation Reasons and... Read More

System

Permission Name Associated Category Purpose Dependencies Can Associate Public Store Documents System Ability to enable/disable Public Store Documents that are shared across parts of the system   Can Change Password System Provides ability to... Read More

PPM Generation

Permission Name Associated Category Purpose Dependencies Can Export Ppms PPM Generation Provides the ability to email a contact details on the PPM tasks for a contract. Enables the Email button on a Contract Can View Contract, Can Edit... Read More

Building

Permission Name Associated Category Purpose Dependencies Can Add or Edit Building Documents Building Enables the Add/Edit/View Documents button on the Buildings tab to allow documents to be added, edited and viewed Can Edit Buildings OR Can... Read More

Reports

Permission Name Associated Category Purpose Dependencies Can Edit Work Order Report Exclusions Reports  Ability to add Work Order Exclusions for the exclusion of data from reporting, such as the Performance reports   Can Refresh Report... Read More

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