User Permission Definitions

    The table below provides the definitions for user permissions available in Service Automation. User permissions are set in the Admin module when adding a user. You can edit permissions for users at any time.

     

    Permission

    Description

    Place Service Request

    Allows the user to place a classic service request.

    Invoices: Full Control

    Allows the user to have full control regarding all aspects of invoices.

    Invoices: Read All

    Allows the user to only access/read an invoice.

    Invoices: Create

    Allows the user to create an invoice.

    Invoices: Process

    Allows the user to process an invoice.

    Invoices: Read Appr. & Paid

    Allows the user to access/read approved and paid invoices.

    Proposals: Full Control

    Allows the user to have full control regarding all aspects of proposals.

    Proposals: Read

    Allows the user to only access/read a proposal.

    Proposals: Create

    Allows the user to create a proposal.

    Proposals: Process

    Allows the user to process a proposal.

    Reports: Read & Edit

    Allows the user to access/read and edit reports. 

    Note: A user should not have both Reports: Read & Edit and Reports: Read permissions.

    Reports: Read

    Allows the user to access/read reports. 

    Note: A user should not have both Reports: Read & Edit and Reports: Read permissions.

    Locations: Read

    Allows the user to read locations.

    Equipment: Read

    Allows the user to read equipment.

    Service Providers: Full Control

    Allows the user to have full control regarding all aspects of contractors.

    Service Providers: Read

    Allows the user to read contractor contact information.

    Service Providers: Read & Edit

    Allows the user to read and edit contractor information.

    Service Providers: Request For

    Allows the user to place a request for a new contractor.

    Track WO/PO: Read & Edit

    Allows the user to edit work orders.

    Track WO/PO: Read

    Allows the user to read work orders.

    Private Network Access

    Allows the user to access the Private Network (Compliance Manager) to manage service providers.