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.

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

Manage Navigation Menu Items

X

Fleet Wiki

X

Add Custom Page

X

Edit Custom Page

X

Delete Custom 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

Dashboards

X

X

X

X

Access Dashboards

X

X

X

X

Custom Dashboard

X

X

X

Admin Custom Dashboard

X

X

Delete Custom Dashboard

X

X

X

Edit Custom Dashboard

X

X

X

Create Custom Dashboard

X

X

X

View Custom Dashboard

X

X

X

X

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

Facility Custom Fields

X

Update Facility Custom Fields

X

Add Facility Custom Fields

X

Delete Facility Custom Fields

X

View Facility Custom Fields

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

Verify Part Warranty Return

X

X

X

X

Vendor Custom Fields

X

X

X

X

View Vendor Custom Fields

X

X

X

X

Delete Vendor Custom Fields

X

X

X

X

Update Vendor Custom Fields

X

X

X

X

Add Vendor Custom Fields

X

X

X

X

Class Codes

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

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

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

Customer Custom Fields

X

X

X

X

Update Customer Custom Fields

X

X

X

X

Delete Customer Custom Fields

X

X

X

X

Add Customer Custom Fields

X

X

X

X

View Customer Custom Fields

X

X

X

X

Part VMRS

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

Delete EFI Module

X

X

X

X

X

Edit EFI

X

X

X

X

X

X

X

X

Create EFI Module

X

X

X

X

X

View EFI

X

X

X

X

X

X

X

X

Edit EFI Module

X

X

X

X

X

PM

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

Zones

X

Create Zones

X

Edit Zones

X

Delete Zones

X

Access Zones

X

Inventory Validation

Inventory Validation

Regional Inventory Validation

Parts

X

Access Parts Chargeout

X

X

X

X

Parts Management

X

X

X

X

Add Parts

X

X

X

X

X

X

X

Adjust Req Quantity

X

X

X

X

X

Run Create Req Quantity

X

X

X

X

X

Delete Requisition

X

X

X

X

X

Upload Tricoder Data

X

X

X

X

X

X

X

Access Parts

X

X

X

X

X

X

X

X

Delete Parts

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

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

X

X

X

X

Edit Part Account Codes

X

X

X

X

Delete Part Account Codes

X

X

X

X

Add Part Account Codes

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

Post Quick Repair

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

Add Quick Repair

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

Close Work Order Lines with Open PO Link

X

X

X

X

Add Work Order Lines

X

X

X

X

X

View Quick Repair

X

X

X

X

X

Change Vehicle Facility

X

X

X

X

Close Work Order Lines

X

X

X

X

X

Create Paperless Shop Kiosks

X

X

X

X

Delete Quick Repair

X

X

X

X

Print Work Order Inspections

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

Post Parts

X

X

X

X

X

X

Can Free Form Enter Labor Price

X

X

X

Post Miscellaneous

X

X

X

X

X

X

Edit Labor Price During Posting

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 Tire Price during Posting

X

X

X

X

Edit Estimated Hours

X

X

X

X

Edit Part Price during Posting

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

Approve Work Order Estimates

X

X

Edit Work Order Estimates

X

X

X

Convert Work Order Estimates to Work Orders

X

X

Access Work Order Estimates

X

X

X

Campaigns

X

X

X

Add Campaigns

X

X

X

Delete Campaigns

X

X

X

X

Access Campaigns

X

X

X

Edit Campaigns

X

X

X

Shop

X

X

Shop Management

X

X

Perform Inspections

X

X

X

X

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

Manage Time Blocks

X

X

X

X

X

Create Inspection Template

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

View Inspection Submissions

X

X

X

X

X

X

Scheduler View

X

X

X

X

X

Edit Scheduler View

X

X

X

X

X

Assets

X

X

Create Assets

X

X

X

X

X

View Assets

X

X

X

X

X

X

Update Vehicles

X

X

X

X

X

Delete Assets

X

X

X

X

Edit Fees

X

X

X

Renumber/Move Assets

X

X

X

X

Update Asset Meters

X

X

X

X

X

X

Allow Meter Override

X

X

X

Create Fees

X

X

X

Delete Fees

X

X

X

Archive Vehicles

X

X

X

X

Edit Asset Justification

X

X

X

X

X

Edit Alt Meter in Asset File

X

X

X

X

X

Update Asset Status

X

X

X

X

X

Edit Vehicles Pop-up Notes

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

Purchase Orders

X

X

X

X

Create Quick Purchase Order

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

Update Account Number

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

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

Edit Brake/ Tire Inspection Set up

X

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

Edit Tanks

X

X

X

Edit Pump Meter Readings

X

X

X

Delete Tanks

X

X

X

Add Fuel Transaction

X

X

X

X

X

Receive Fuel Deliveries

X

X

X

Edit Stick Readings

X

X

X

View Pumps

X

X

X

X

Edit Pumps

X

X

X

Add Pumps

X

X

X

View Tanks

X

X

X

X

Add Tanks

X

X

X

Access Open Fuel

X

X

X

Post to Pumps and Tanks

X

X

XX

Delete Pumps

X

X

X

Workflows

X

X

X

Forms

X

X

X

Print Forms

X

X

X

X

Edit Forms

X

X

X

Delete Forms

X

X

X

Create Form Kiosk

X

X

X

Digital Signature

X

X

X

X

View Forms

X

X

X

Add Forms

X

X

X

Tires

X

X

X

X

X

Delete Tire Position

X

X

X

X

X

View Tire

X

X

X

X

X

Delete Tire

X

X

X

X

X

Edit Tire

X

X

X

X

X

View Retread List

X

X

X

X

X

Create Tire

X

X

X

X

X

Create Tire Position

X

X

X

X

X

Delete Manufactured Codes

X

X

X

X

X

Edit Scrap

X

X

X

X

X

Create Tire Size

X

X

X

X

X

Delete Tire Size

X

X

X

X

X

Edit Manufactured Codes

X

X

X

X

X

Edit Tire Size

X

X

X

X

X

Delete Cap Tire

X

X

X

X

X

Edit Cap Tire

X

X

X

X

X

Create Manufactured Codes

X

X

X

X

X

View Manufactured Codes

X

X

X

X

X

View Tire Size

X

X

X

X

X

Create Scrap

X

X

X

X

X

Edit Tire Position

X

X

X

X

X

View Scrap List

X

X

X

X

X

View Tire Position

X

X

X

X

X

Create Cap Tire

X

X

X

X

X

Delete Scrap

X

X

X

X

X

Comments

X

X

X

X

X

Delete Other User's Comments

X

X

X

X

X

Edit Other User’s Comments

X

X

X

X

X

Employee Toolbox

X

X

X

Access Facility Toolbox

X

X

X

X

Validate (Employee)

X

X

X

X

X

Delete Toolbox

X

X

X

Add Toolbox Items

X

X

X

X

X

Validate (Manager)

X

X

X

Edit Toolbox

X

X

X

X

X

Delete Toolbox Items

X

X

X

Access Employee Toolbox

X

X

X

X

X

Create Toolbox

X

X

X

X

X

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