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 |