User Groups Access Charts
Below is a breakdown chart of each level of role permissions. Multiple roles can be assigned to a single user as needed.
Refer to User Groups and Creating New Users for more information on how they work and are added to user profiles.
Access Areas | Parts Manager | Report Admin | Data Admin | Parts Tech | Lead Tech | Technician | Fleet Coordinator | Shop Manager | Report User | Driver | User Admin | Admin | Facility Admin |
Admin | X | ||||||||||||
Groups | X | ||||||||||||
Edit Groups | X | ||||||||||||
Delete Groups | X | ||||||||||||
Access Groups | X | ||||||||||||
Add Groups | X | ||||||||||||
Users | X | ||||||||||||
Add Users | X | ||||||||||||
Delete Users | X | ||||||||||||
Access Users | X | ||||||||||||
Manage Licensing | X | ||||||||||||
Edit Users | X | X | |||||||||||
Access Reset Password Options | X | X | X | ||||||||||
Data Grid Presets | X | X | X | X | X | ||||||||
Remove Data Grid Presets | X | X | X | X | X | ||||||||
Add Data Grid Presets | X | X | X | X | X | ||||||||
View Data Grid Presets | X | X | X | X | X | ||||||||
Edit Data Grid Presets | X | X | X | X | X | ||||||||
Notification Subscription | X | X | X | X | X | ||||||||
Edit Notification Subscription | X | X | X | X | X | ||||||||
Delete Notification Subscription | X | X | X | X | X | ||||||||
Access Notification Subscription | X | X | X | X | X | ||||||||
Add Notification Subscription | X | X | X | X | X | ||||||||
User Notification Subscription | X | X | X | X | X | ||||||||
Edit User Notification Subscription | X | X | X | X | X | ||||||||
Access User Notification Subscription | X | X | X | X | X | ||||||||
Delete User Notification Subscription | X | X | X | X | X | ||||||||
Add User Notification Subscription | X | X | X | X | X | ||||||||
Integration | X | ||||||||||||
Add Integrations | X | ||||||||||||
Delete Integrations | X | ||||||||||||
Access Integrations | X | ||||||||||||
Edit Integrations | X | ||||||||||||
Report Writer | X | X | X | ||||||||||
Create Standard Reports | X | X | X | X | |||||||||
Created Advanced Reports | X | X | X | ||||||||||
Create Express Reports | X | X | X | X | |||||||||
Access Adhoc Report Writer | X | X | X | X | |||||||||
Fleet Success | X | X | |||||||||||
FSS View Summary Charts | X | X | |||||||||||
FSS View Tabular Charts | X | X | |||||||||||
FSS Edit Settings | X | X | |||||||||||
Manage Navigation Items | X | ||||||||||||
Add Custom Page | X | ||||||||||||
Edit Custom Page | X | ||||||||||||
Delete Custome Page | X | ||||||||||||
Data Imports | X | X | X | ||||||||||
Access Import/ Export Utilities | X | X | X | ||||||||||
Global Settings | X | ||||||||||||
Edit Facility System Switches | X | X | |||||||||||
Edit System Switches | X | X | |||||||||||
Master/Setup | X | ||||||||||||
Facilities/ Regions | X | ||||||||||||
Add Regions | X | X | |||||||||||
Edit Regions | X | X | |||||||||||
Edit Kiosks | X | X | X | X | X | X | |||||||
Access Facility Information | X | X | X | X | X | X | |||||||
Start Kiosk Mode | X | X | X | X | X | X | |||||||
Access Regions | X | X | |||||||||||
Delete Regions | X | X | |||||||||||
Edit Facilities | X | X | |||||||||||
Delete Facilities | X | ||||||||||||
Add Facilities | X | ||||||||||||
Vendors | X | X | |||||||||||
Delete Vendors | X | X | |||||||||||
Add Vendors | X | X | X | ||||||||||
Access Vendor Information | X | X | X | X | X | X | X | X | |||||
Edit Vendors | X | X | X | ||||||||||
Warranties | X | X | |||||||||||
Edit Warranties | X | X | X | ||||||||||
Add Warranties | X | X | X | ||||||||||
Delete Warranties | X | X | |||||||||||
View Warranties | X | X | X | X | X | X | X | X | |||||
Class Codes | X | X | X | X | |||||||||
Access Class Code Information | X | X | X | X | X | X | X | X | |||||
Delete Class | X | X | X | X | |||||||||
Create Class | X | X | X | X | |||||||||
Edit Class | X | X | X | X | |||||||||
Configurations | X | ||||||||||||
Manage Configurations | X | ||||||||||||
Work Order VMRS | X | X | X | ||||||||||
Edit Work Order VMRS | X | X | |||||||||||
Delete Work Order VMRS | X | X | |||||||||||
Access Work Order VMRS Information | X | X | X | X | X | X | X | X | |||||
Add Work Order VMRS | X | X | |||||||||||
Customer | X | X | X | X | |||||||||
Edit Customer | X | X | X | X | |||||||||
Delete Customer | X | X | X | X | |||||||||
Access Customer Information | X | X | X | X | X | X | X | X | |||||
Create Customer | X | X | X | X | |||||||||
Part VMRS | X | X | X | ||||||||||
Update Part VMRS | X | X | |||||||||||
Access Part VMRS Information | X | X | X | X | X | X | X | X | |||||
Delete Part VMRS | X | X | |||||||||||
Add Part VMRS | X | X | |||||||||||
EFI | X | X | X | X | X | X | X | X | |||||
Edit EFI | X | X | X | X | X | X | X | X | |||||
View EFI | X | X | X | X | X | X | X | X | |||||
PM | X | X | X | X | |||||||||
Access PM | X | X | X | X | X | X | X | X | |||||
Delete PM | X | X | X | X | |||||||||
Edit PM | X | X | X | X | |||||||||
Create PM | X | X | X | X | |||||||||
Accident Forms | X | X | X | X | X | ||||||||
View Accident Forms | X | X | X | X | X | X | X | X | |||||
Remove Accident Forms | X | X | X | X | X | ||||||||
Edit Accident Forms | X | X | X | X | X | ||||||||
Add Accident Forms | X | X | X | X | X | ||||||||
Reservation | X | X | X | X | X | ||||||||
Add Reservation | X | X | X | X | X | ||||||||
Edit Reservation | X | X | X | X | X | ||||||||
Remove Reservation | X | X | X | X | X | ||||||||
View Reservation | X | X | X | X | X | ||||||||
Barcode Printer | X | X | X | X | X | ||||||||
Add Barcode Printer | X | X | X | X | X | ||||||||
Add Barcode Printer | X | X | X | X | X | ||||||||
Add Barcode Printer | X | X | X | X | X | ||||||||
Add Barcode Printer | X | X | X | X | X | ||||||||
Parts | X | X | |||||||||||
Parts Management | X | X | X | X | X | X | |||||||
Add Parts | X | X | X | X | X | X | X | ||||||
Access Parts | X | X | X | X | X | X | X | X | |||||
Delete Parts | X | X | X | X | X | X | |||||||
Update Parts | X | X | X | X | X | X | X | ||||||
Inventory | X | X | X | X | |||||||||
Add Part Qty | X | X | X | X | |||||||||
Access Part Tag Options | X | X | X | X | |||||||||
Edit Part Qty | X | X | X | X | |||||||||
Edit Alt Part # | X | X | X | X | |||||||||
Edit Price Parts | X | X | X | X | X | ||||||||
Fuel Management | X | X | X | X | X | ||||||||
Enter Fuel Transactions | X | X | X | X | X | X | X | ||||||
Access Fuel Entry | X | X | X | X | X | ||||||||
Fuel Type Management | X | X | X | X | |||||||||
Delete Fuel Types | X | X | X | X | |||||||||
Add Fuel Types | X | X | X | X | |||||||||
Edit Fuel Types | X | X | X | X | |||||||||
Centralized Parts | X | X | X | X | X | ||||||||
Add parts to main facility | X | X | X | X | X | ||||||||
Parts System Codes | X | X | |||||||||||
View Parts System Codes | X | X | |||||||||||
Delete Parts System Codes | X | X | |||||||||||
Edit Parts System Codes | X | X | |||||||||||
Create Parts System Codes | X | X | |||||||||||
Part Account Codes | |||||||||||||
Edit Part Account Codes | X | X | X | X | X | ||||||||
Delete Part Account Codes | X | X | X | X | X | ||||||||
Add Part Account Codes | X | X | X | X | X | ||||||||
Parts Requests | X | X | X | X | X | X | |||||||
Delete Part Requests | X | X | X | X | X | X | |||||||
Edit Part Requests | X | X | X | X | X | X | |||||||
View Part Requests | X | X | X | X | X | X | |||||||
Work Orders | X | X | |||||||||||
Work Order Management | X | X | X | ||||||||||
Access Work Orders | X | X | X | X | X | X | X | X | |||||
Edit Work Orders | X | X | X | X | X | ||||||||
Create Work Orders | X | X | X | X | X | X | |||||||
Delete Work Order Lines | X | X | X | X | X | ||||||||
Edit Work Order Notes | X | X | X | X | X | ||||||||
Edit Closed Work Order Lines | X | X | X | ||||||||||
Reopen Closed Work Order Lines | X | X | X | X | |||||||||
Delete Work Orders | X | X | X | X | |||||||||
Reopen Closed Work Orders | X | X | X | ||||||||||
Edit Work Order Meter | X | X | X | X | X | ||||||||
Add Work Order Lines | X | X | X | X | X | ||||||||
Change Vehicle Facility | X | X | X | X | |||||||||
Close Work Order Lines | X | X | X | X | X | ||||||||
Plan Work Order Lines | X | X | X | X | X | ||||||||
Close Work Orders | X | X | X | ||||||||||
Work Order Audit Management | X | X | X | X | X | X | |||||||
Access Audit Work Order Info | X | X | X | X | X | X | |||||||
Edit Audit Purchase Order Number | X | X | X | X | X | X | |||||||
Work Order Posting | X | X | X | X | |||||||||
Post Parts | X | X | X | X | X | X | |||||||
Post Miscellaneous | X | X | X | X | X | X | |||||||
Post Outside Tires | X | X | X | X | |||||||||
Post Labor | X | X | X | X | |||||||||
Post Outside Parts | X | X | X | X | X | X | |||||||
Reverse Work Order Posting | X | X | X | X | X | X | |||||||
Post Non-File Parts | X | X | X | X | X | X | |||||||
Post Outside Labor | X | X | X | X | |||||||||
Post Warranty Credits | X | X | X | X | X | X | |||||||
Edit Estimated Hours | X | X | X | X | |||||||||
Post Tires | X | X | X | X | |||||||||
Templates | X | X | X | X | X | X | |||||||
Access Template Work Orders | X | X | X | X | X | X | |||||||
Driver Reports | X | X | |||||||||||
Edit Driver Reports | X | X | X | ||||||||||
Add Driver Reports | X | X | X | X | X | ||||||||
Access Driver Reports | X | X | X | X | X | X | |||||||
Delete Driver Reports | X | X | |||||||||||
Maintenance System Codes | X | X | |||||||||||
Delete Maintenance System Codes | X | X | |||||||||||
View Maintenance System Codes | X | X | |||||||||||
Edit Maintenance System Codes | X | X | |||||||||||
Create Maintenance System Codes | X | X | |||||||||||
Job Account Codes | X | X | X | X | |||||||||
Delete Job Account Codes | X | X | X | X | |||||||||
Edit Job Account Codes | X | X | X | X | |||||||||
Add Job Account Codes | X | X | X | X | |||||||||
Work Order Estimates | X | X | |||||||||||
Add Work Order Estimates | X | X | X | X | |||||||||
Approve Work Order Estimates | X | X | |||||||||||
Edit Work Order Estimates | X | X | X | X | |||||||||
Convert Work Order Estimates to Work Orders | X | X | |||||||||||
Access Work Order Estimates | X | X | X | X | |||||||||
Campaigns | X | X | X | X | |||||||||
Add Campaigns | X | X | X | X | |||||||||
Delete Campaigns | X | X | X | X | X | ||||||||
Access Campaigns | X | X | X | X | |||||||||
Edit Campaigns | X | X | X | X | |||||||||
Shop | X | X | |||||||||||
Shop Management | X | X | |||||||||||
Access Shop | X | X | X | X | X | X | |||||||
End Technician Shift | X | X | X | X | |||||||||
Access Tool Checkout | X | X | X | X | |||||||||
Access Shop Management Features | X | X | X | X | X | ||||||||
View Assign Jobs | X | X | X | X | |||||||||
Edit Assign Jobs | X | X | X | ||||||||||
Allow Employee Time Override in Shop | X | X | X | X | |||||||||
Edit Technician Inspections | X | X | X | X | X | ||||||||
Access Technician Inspections | X | X | X | X | X | X | |||||||
Scheduler View | X | X | X | X | |||||||||
Edit Scheduler View | X | X | X | X | X | ||||||||
Vehicles | X | X | X | X | X | ||||||||
View Vehicles | X | X | X | X | X | X | |||||||
Update Vehicles | X | X | X | X | X | ||||||||
Delete Vehicles | X | X | X | X | |||||||||
Allow Meter Override | X | X | X | ||||||||||
Update Vehicle Meters | X | X | X | X | X | X | |||||||
Update Vehicle Status | X | X | X | X | X | ||||||||
Asset Custom Fields | X | X | X | ||||||||||
View Asset Custom Fields | X | X | X | X | X | ||||||||
Access Department Information | X | X | X | X | X | X | X | X | |||||
Delete Asset Custom Fields | X | X | X | X | |||||||||
Edit Department | X | X | X | X | |||||||||
Edit Asset Custom Fields | X | X | X | X | |||||||||
Delete Department | X | X | X | X | |||||||||
Add Asset Custom Fields | X | X | X | X | |||||||||
Create Department | X | X | X | X | |||||||||
Mechanic Vehicle Inspections | X | X | X | ||||||||||
Delete Inspection from Work Order Line | X | X | X | ||||||||||
Purchasing | X | X | X | X | |||||||||
Purchase Orders | X | X | X | X | |||||||||
Access POs | X | X | X | X | X | X | X | X | |||||
Allow Reverse PO Receipts | X | X | X | X | X | ||||||||
Add Purchase Orders | X | X | X | X | |||||||||
Delete Purchase Orders | X | X | X | X | |||||||||
Receive Parts | X | X | X | X | X | ||||||||
Edit Purchase Orders | X | X | X | X | |||||||||
Receive Quick Purchase Orders | X | X | X | X | |||||||||
Order Non-file Parts | X | X | X | X | X | ||||||||
Accidents | X | X | X | X | |||||||||
View Accidents | X | X | X | X | X | X | X | X | |||||
Remove Accidents | X | X | X | X | X | ||||||||
Edit Accidents | X | X | X | X | X | ||||||||
Add Accidents | X | X | X | X | X | ||||||||
Motor Pool | X | X | X | ||||||||||
Manage Reservation Rates | X | X | X | ||||||||||
Service Requests | X | X | X | ||||||||||
Create WO from Service Request | X | X | X | ||||||||||
Close Service Requests | X | X | X | ||||||||||
Schedule Service Requests | X | X | X | ||||||||||
Access Service Requests | X | X | X | ||||||||||
Flat Rates | X | X | X | ||||||||||
Delete Flat Rates | X | X | X | ||||||||||
Access Flat Rates | X | X | X | ||||||||||
Create Flat Rates | X | X | X | ||||||||||
Edit Flat Rates | X | X | X | ||||||||||
Tires/Brakes | X | X | X | X | |||||||||
Axle Set Up | X | X | X | X | |||||||||
Submit Tire Inspections | X | X | X | X | X | X | |||||||
Submit Brake Inspections | X | X | X | X | X | X | |||||||
Brake Set Up | X | X | X | X | |||||||||
Asset System Codes | X | X | |||||||||||
Create Asset System Codes | X | X | |||||||||||
Delete Asset System Codes | X | X | |||||||||||
View Asset System Codes | X | X | |||||||||||
Edit Asset System Codes | X | X | |||||||||||
Shift | X | X | X | ||||||||||
View Shift | X | X | X | ||||||||||
Manage Shift | X | X | X | ||||||||||
Tools | X | X | X | X | X | ||||||||
Check In Tools | X | X | X | X | X | X | |||||||
Check Out Tools | X | X | X | X | X | X | |||||||
Update Tools | X | X | X | X | X | X | |||||||
Add Tools | X | X | X | X | X | ||||||||
Check Out Tools For Other Users | X | X | X | X | X | ||||||||
Delete Tools | X | X | X | X | X | ||||||||
Imports | X | X | X | ||||||||||
Export Utilities | X | X | X | ||||||||||
Access Imports | X | X | X | ||||||||||
Equipment | X | X | X | ||||||||||
Delete Equipment | X | X | X | X | |||||||||
Edit Equipment | X | X | X | X | |||||||||
Delete Service Reminder | X | X | X | X | |||||||||
Mount Equipment | X | X | X | X | |||||||||
Service Equipment | X | X | X | X | |||||||||
Dismount Equipment | X | X | X | X | |||||||||
View Equipment | X | X | X | X | X | ||||||||
Add Equipment | X | X | X | X | |||||||||
Create Service Reminder | X | X | X | X | |||||||||
Custom Reports | X | X | |||||||||||
View Custom Reports | X | X | |||||||||||
Delete Custom Reports | X | X | |||||||||||
Add Custom Reports | X | X | |||||||||||
Legacy Reports | X | X | |||||||||||
View Legacy Reports | X | X | |||||||||||
Fueling | X | X | X | X | |||||||||
Edit Tanks | X | X | X | X | |||||||||
Edit Pump Meter Readings | X | X | X | X | |||||||||
Delete Tanks | X | X | X | X | |||||||||
Receive Fuel Deliveries | X | X | X | X | |||||||||
Edit Stick Readings | X | X | X | X | |||||||||
View Pumps | X | X | X | X | X | X | |||||||
Edit Pumps | X | X | X | X | |||||||||
Add Pumps | X | X | X | X | |||||||||
View Tanks | X | X | X | X | X | X | |||||||
Add Tanks | X | X | X | X | |||||||||
Delete Pumps | X | X | X | X |