What are all the new permission settings based on Employee’s roles?

What are all the new permission settings based on Employee’s roles?

Navigation: Settings --> Custom Roles

The various permissions are set across the modules. Based on the settings enabled by the admin, the field executives or supervisors can View and edit the controls.  

These are the modules we have enabled the permissions.


 Module 
  Permissions
 Jobs
  New Job
 Jobs
  Update Job
 Jobs 
  Schedule Job
 Jobs
  Reschedule Job 
 Jobs
  Update Job Status
 Jobs 
  Job Status Rollback
 Jobs
  Update Assignment
 Jobs
  Add Note to Job
 Jobs
  Clone Job  
 Jobs
  Print / Share Job
 Jobs
  Delete Job
 Jobs
  New Service Task
 Jobs
  Update Service Task
 Jobs
  View Service Task
 Jobs
 Delete Service Task
 Jobs
 Update Service Task Status
 Schedule
 Access Dispatch Board
 Schedule
 Employee Schedule 
 Customers 
 New Customers
 Customers
 Update Customer
 Customers
 Add Note to Customer
 Customers
 Activate Customer
 Customers
 Deactivate Customer
 Customers 
 Delete Customer
 Customers
 Send Email / SMS to Customer
 Organization 
 Create Organization
 Organization
 Update Organization 
 Organization 
 Activate Organization
 Organization
 Deactivate Organization
 Organization
 Delete Organization
 Property
 Create Property
 Property
 Update Property
 Property
 Activate Property 
 Property
 Deactivate Property
 Property
 Delete Property
 Property
 Upload Attachments
 Maps
 Access Maps
 Maps
 Create Route
 Maps
 Update Route
 Maps
 Update Route Assignment
 Maps
 Add Job to Route
 Maps
 Clone Route
 Maps
 Delete Route
 Timesheets
 Manual Entry
 Timesheets
 View Defaulters
 Timesheets
 Manage Enrollments
 Timesheets
 New Timesheet Enrollment
 Timesheets
 Manage Locations
 Timesheets 
 Manage Timeoff
 Timesheets 
 Timeoff Accept / Reject
 Timesheets 
 Manage Timesheet Approval
 Timesheets 
 New Timesheet Approval
 Timesheets 
 Delete Timesheet
 Timesheets 
 Update Timesheet
 Part
 New Part
 Part
 Update Part
 Part
 Add Transaction
 Part
 Mark Part Available
 Part
 Delete Part
 Part
 Add Part Group
 Part
 Update Part Group
 Part 
 Activate Part Group
 Part
 Deactivate Part Group
 Part 
 Delete Part Group
 Part
 Show Selling Price
 Quotes
 New Quote
 Quotes
 Update Quote
 Quotes
 Update Quote Status
 Quotes
 Update Line Item Price
 Quotes
 Add Discount
 Quotes
 Add Notes
 Quotes
 Clone Quote
 Quotes
 Convert to Invoice
 Quotes
 Upload Attachments
 Quotes
 Archive Quote
 Quotes
 Print / Share Quote
 Quotes
 Update Quote Approval
 Quotes
 Cancel Quote
 Quotes
 Delete Quote
 Invoices
 New Invoice
 Invoices
 Update Invoice
 Invoices
 Update Invoice Status 
 Invoices
 Make Payment
 Invoices
 Add Notes
 Invoices
 Upload Attachments
 Invoices
 Archive Invoice 
 Invoices
 Print / Share Invoice
 Invoices
 Delete Invoice
 Contracts
 Create Service Contract
 Contracts
 Update Service Contract
 Contracts
 Update Service Contract Status
 Contracts
 Activate Service Contract
 Contracts
 Deactivate Service Contract
 Contracts
 Renew Service Contract
 Contracts
 Add / Edit Invoices
 Contracts
 Clone Service Contract
 Contracts
 Upload Attachments
 Contracts  
 Print / Share Service Contracts
 Assets 
 New Asset
 Assets
 Update Asset
 Assets
 Activate Asset
 Assets
 Deactivate Asset
 Assets 
 Clone Asset
 Assets 
 Manage PPM
 Assets
 Upload Attachment
 Assets
 Print / Share Asset
 Assets
 Delete Asset
 User
 New User
 User
 Update User
 User 
 Update Work Hours 
 User
 Change Password
 User
 Add Skill
 User
 Add Location
 User
 Update User Team
 User
 Manage User Shift
 User 
 Add File
 User
 Activate / Deactivate
 User
 Delete User
 User
 New Team
 User
 Update Team
 User
 Delete Team
 Organization Settings 
 Update Organization Settings
 Configuration Settings
 Update Module Configuration Settings
 Data Import
 Update Import Settings
 Custom Roles
 Update Custom Role Settings
 Custom Field Settings
 Update Custom Field Settings
 Workflows
 Update Workflow Settings
 Webhooks
 Update Webhook Settings
 Custom Function
 Update Custom Function Settings
 Recovery
 Update Recovery Settings
 Reports
 Update Reports Settings


The permissions applicable for the various custom roles help the user set the visibility for the various fields. Based on the settings enabled by the admin, the field executives or supervisors can View and edit the controls.  


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