User Permission Definitions Chart
Access Areas | Definition of Permission | |
Admin | ||
Groups | User Group Maintenance | |
Edit Groups | Edit Existing Custom User Groups | |
Delete Groups | Delete Custom User Groups | |
Access Groups | Access User Groups (Read Only) | |
Add Groups | Add New Custom User Groups | |
Users | User Maintenance | |
Add Users | Add New Users | |
Delete Users | Delete Existing Users | |
Access Users | Access Users (Read Only) | |
Manage Licensing | Managing User Licenses | |
Edit Users | Edit Existing Users | |
Access Reset Password Options | Access User Password Reset Options | |
Data Grid Presets | This permission set will be removed-it currently does not have anything tied to it. | |
Remove Data Grid Presets | N/A | |
Add Data Grid Presets | N/A | |
View Data Grid Presets | N/A | |
Edit Data Grid Presets | N/A | |
Notification Subscription | Other User Notification Subscription Maintenance (Other Users in the RTA Software) | |
Edit Notification Subscription | Edit Notification Subscription for other Users | |
Delete Notification Subscription | Delete Notification Subscription for other Users | |
Access Notification Subscription | Access Notification Subscription for other Users | |
Add Notification Subscription | Add Notification Subscription for other Users | |
User Notification Subscription | User Notification Subscription (Your User Notifications) | |
Edit User Notification Subscription | Edit Your User Notification Subscription | |
Access User Notification Subscription | Access Your User Notification Subscription | |
Delete User Notification Subscription | Delete Your User Notification Subscription | |
Add User Notification Subscription | Add Your User Notification Subscription | |
Integration | Intergration Maintenance (GPS, DVIR, Other Software solutions) | |
Add Integrations | Add or Set up Integrations | |
Delete Integrations | Delete Existing Integrations | |
Access Integrations | View Integrations (Read Only) | |
Edit Integrations | Edit Existing Integrations | |
Report Writer | Create and Edit Reports | |
Create Standard Reports | Create Standard Reports | |
Created Advanced Reports | Create Advanced Reports | |
Create Express Reports | Create Express Reports | |
Access Adhoc Report Writer | View Reports (Read Only) | |
Fleet Success | Fleet Success Scorecard Maintenance | |
FSS View Summary Charts | View Summary Charts | |
FSS View Tabular Charts | View Tabular Charts | |
FSS Edit Settings | Edit Settings | |
Manage Navigation Items | Custom Navigation Page Maintenance | |
Manage Navigation Menu Items | Manage Navigation Menu Items | |
Fleet Wiki | ||
Add Custom Page | Add a New Custom Page | |
Edit Custom Page | Edit Custom Page | |
Delete Custom Page | Delete Custom Page | |
Data Imports | Data Import Maintenance | |
Access Import/ Export Utilities | Access Import/ Export Utilities | |
Global Settings | ||
Edit Facility System Switches | Edit Facility Specific System Switches | |
Edit System Switches | Edit Global System Switches (System Switches affect entire Organization) | |
Dashboards | ||
Access Dashboards | Access/ View Dashboards | |
Custom Dashboards | ||
Delete Custom Dashboard | Deletes Custom Dashboards | |
Edit Custom Dashboards | Edit Custom Dashboards | |
Create Custon Dashboards | Create a New Custom Dashboard | |
View Custom Dashboard | View Custom Dashboards (Read Only) | |
Master/Setup | ||
Facilities/ Regions | Facility Maintenance | |
Add Regions | Add New Regions | |
Edit Regions | Edit Existing Regions | |
Edit Kiosks | Edit Existing Kiosks | |
Access Facility Information | Access Existing Facility Files (Read Only) | |
Access Regions | Access Existing Regions (Read Only) | |
Delete Regions | Delete Existing Regions | |
Start Kiosk Mode | Start Kiosk Mode | |
Edit Facilities | Edit Existing Facility Files | |
Delete Facilities | Delete Existing Facility Files | |
Add Facilities | Add New Facility Files | |
Vendors | Vendor File Maintenance | |
Delete Vendors | Delete Existing Vendor Files | |
Add Vendors | Add New Vendors | |
Access Vendor Information | Access Existing Vendor Files (Read Only) | |
Edit Vendors | Edit Existing Vendor Files | |
Warranties | Warranty Maintenance | |
Edit Warranties | Edit Existing Warranties | |
Add Warranties | Add New Warranties | |
Delete Warranties | Delete Existing Warranties | |
View Warranties | View Existing Warranties (Read Only) | |
Verify Part Warranty Return | Ability to Verify Part Warranty Return | |
Vendor Custom Fields | ||
View Vendor Custom Fields | View Customer Custom Fields (Read Only) | |
Delete Vendor Custom Fields | Delete Existing Customer Custom Fields | |
Update Vendor Custom Fields | Updating Existing Customer Custom Fields | |
Add Vendor Custom Fields | Add New Vendor Custom Field | |
Class Codes | Class Code File Maintenance | |
Access Class Code Information | Access Existing Class Code File Information (Read Only) | |
Delete Class | Delete Existing Class Code Files | |
Create Class | Create a New Class Code File | |
Edit Class | Edit Existing Class Code Files | |
Configurations | ||
Manage Configurations | This grants permissions to Status Codes (Asset and Work Order) System Codes and Updating Company Configurations. *These permissions will be placed into their respective sections in a future release* | |
Work Order VMRS | Work Order VMRS File Maintenance | |
Edit Work Order VMRS | Edit Existing Work Order VMRS Code Files | |
Delete Work Order VMRS | Delete Existing Work Order VMRS Code Files | |
Access Work Order VMRS Information | Access Existing Work Order VMRS Code Files (Read Only) | |
Add Work Order VMRS | Add New Work Order VMRS Code Files | |
Customer | Customer File Maintenance | |
Edit Customer | Edit Existing Customer Files | |
Delete Customer | Delete Existing Customer Files | |
Access Customer Information | Access Existing Customer Files (Read Only) | |
Create Customer | Create a New Customer File | |
Customer Custom Fields | ||
Update Customer Custom Fields | Update Existing Customer Custom Field | |
Delete Customer Custom Fields | Delete Existing Customer Custom Field | |
Add Customer Custom Fields | Add New Customer Custom Field | |
View Customer Custom Fields | View Customer Custom Fields (Read Only) | |
Part VMRS | Part VMRS Code File Maintenance | |
Update Part VMRS | Update Existing Part VMRS Code Files | |
Access Part VMRS Information | Access Part VMRS Code Files (Read Only) | |
Delete Part VMRS | Delete Existing Part VMRS Code Files | |
Add Part VMRS | Add a New Part VMRS Code Files | |
EFI | Electronic Fuel Integration Maintenance | |
Delete EFI Module | Deletes EFI Modules | |
Edit EFI | Edit Existing EFI | |
Create EFI Module | Create a New EFI Module | |
View EFI | View Existing EFI (Read Only) | |
Edit EFI Module | Edit Existing EFI Module | |
PM | Preventive Maintenance | |
Access PM | Access Existing PM Schedules (Read Only) | |
Delete PM | Delete Existing PM Schedules | |
Edit PM | Edit Existing PM Schedules | |
Create PM | Create a New PM Schedule | |
Accident Forms | Accident Form Maintenance | |
View Accident Forms | View Existing Accident Forms (Read Only) | |
Remove Accident Forms | Remove Existing Accident Forms | |
Edit Accident Forms | Edit Existing Accident Forms | |
Add Accident Forms | Add New Accident Forms | |
Reservation | Motor Pool Reservation Maintenance | |
Add Reservation | Add a New Motor Pool Reservation | |
Edit Reservation | Edit an existing a Motor Pool Reservation | |
Remove Reservation | Remove an Existing Motor Pool Reservation | |
View Reservation | View an Existing Motor Pool Reservation | |
Barcode Printer | Barcode Printer Maintenance | |
Add Barcode Printer | Add a Barcode Printer | |
Add Barcode Printer | Add a Barcode Printer | |
Add Barcode Printer | Add a Barcode Printer | |
Add Barcode Printer | Add a Barcode Printer | |
Zones | ||
Create Zones | Create New Zone | |
Edit Zones | Edit Existing Zone | |
Delete Zones | Delete Existing Zone | |
Access Zones | View Existing Zone | |
Parts | ||
Parts Management | Part File Maintenance | |
Add Parts | Add a New Part File | |
Adjust Req Quantity | Edit Requisition Quantity | |
Run Create Req Quantity | Create New Requisition | |
Delete Requisition | Delete Requisition | |
Upload Tricoder Data | Upload Data from Tricoder Scanner | |
Access Parts | Access Part Files (Read Only) | |
Delete Parts | Delete Existing Part Files | |
Update Parts | Update Existing Part Files | |
Inventory | Part Inventory Maintenance | |
Add Part Qty | Add Part Qty to Inventory | |
Access Part Tag Options | Access Part Tag Options (Read Only) | |
Edit Part Qty | Edit Part QTY in Inventory | |
Edit Alt Part # | Edit Alternate Part Numbers | |
Edit Price Parts | Edit Existing Part Pricing | |
Fuel Management | Fuel Entry Maintenance | |
Enter Fuel Transactions | Enter New Fuel Transactions | |
Access Fuel Entry | Access Fuel Entry (Read Only) | |
Fuel Type Management | Fuel Type Maintenance | |
Delete Fuel Types | Delete Existing Fuel Types | |
Add Fuel Types | Add New Fuel Types | |
Edit Fuel Types | Edit Existing Fuel Types | |
Centralized Parts | Centralized Parts Maintenance | |
Add parts to main facility | Add New Parts to the Main Part Facility | |
Parts System Codes | ||
View Parts System Codes | View Parts System Codes (Read Only) | |
Delete Parts System Codes | Delete Existing Parts System Codes | |
Edit Parts System Codes | Edit Existing Parts System Codes | |
Create Parts System Codes | Create New Parts System Codes | |
Part Account Codes | ||
Edit Part Account Codes | Edit Existing Part Account Codes | |
Delete Part Account Codes | Delete Existing Part Account Codes | |
Add Part Account Codes | Add Part Account Codes | |
Parts Requests | Part Request Maintenance | |
Delete Part Requests | Delete Existing Part Requests | |
Edit Part Requests | Edit Existing Part Requests | |
View Part Requests | View Existing Part Request (Read Only) | |
Work Orders | ||
Work Order Management | Work Order Maintenance | |
Access Work Orders | Access Existing Work Orders (Read Only) | |
Post Quick Repair | Create a Quick Repair Work Order | |
Edit Work Orders | Edit Existing Work Orders | |
Create Work Orders | Create New Work Orders | |
Delete Work Order Lines | Delete Existing Work Order Lines | |
Edit Work Order Notes | Edit Existing Work Order Notes | |
Edit Closed Work Order Lines | Edit Closed Work Order Lines | |
Add Quick Repair | Add New Quick Repair to the List | |
Reopen Closed Work Order Lines | Reopen Closed Work Order Lines | |
Delete Work Orders | Delete Existing Work Orders | |
Reopen Closed Work Orders | Reopen Closed Work Orders | |
Edit Work Order Meter | Edit Work Order Meter (Update mileage, Hours, Ect.) | |
Add Work Order Lines | Add New Work Order Lines | |
View Quick Repair | View the Quick Repair List | |
Change Vehicle Facility | Change the Vehicle (Asset) Facility | |
Close Work Order Lines | Close Work Order Lines | |
Create Paperless Shop Kiosks | Create New Paperless Kiosks | |
Delete Quick Repair | Delete Quick Repairs from the List | |
Print Work Order Inspections | Print Work Order Inspections | |
Plan Work Order Lines | Plan (Reschedule) Work Order Lines | |
Close Work Orders | Close Work Orders When All Lines are Closed | |
Work Order Audit Management | Work Order Audit Maintenance | |
Access Audit Work Order Info | Access Work Order Audit Information (Read Only) | |
Edit Audit Purchase Order Number | Edit the Purchase Order Number on the Information Tab of the Work Order | |
Work Order Posting | ||
Post Parts | Post Parts to Work Order | |
Post Miscellaneous | Post Miscellaneous Charges to Work Order | |
Post Outside Tires | Post Outside Tires to Work Order | |
Post Labor | Post Labor to Work Order | |
Post Outside Parts | Post Outside Parts to Work Order | |
Reverse Work Order Posting | Reverse Work Order Postings | |
Post Non-File Parts | Post Non-file/ Non-Inventory Parts to Work Order | |
Post Outside Labor | Post Outside Labor to Work Order | |
Post Warranty Credits | Post Warranty Credits to Work Order | |
Edit Estimated Hours | Edit Estimate Hours on Work Order | |
Post Tires | Post Tires to Work Order | |
Templates | ||
Access Template Work Orders | Access Existing Work Order Templates | |
Driver Reports | ||
Edit Driver Reports | Edit Existing Driver Reports | |
Add Driver Reports | Add New Driver Reports | |
Access Driver Reports | Access Existing Driver Reports (Read Only) | |
Delete Driver Reports | Delete Existing Driver Reports | |
Maintenance System Codes | ||
Delete Maintenance System Codes | Delete Existing Maintenance System Codes | |
View Maintenance System Codes | View Maintenance System Codes (Read Only) | |
Edit Maintenance System Codes | Edit Existing Maintenance System Codes | |
Create Maintenance System Codes | Create New Maintenance System Codes | |
Job Account Codes | ||
Delete Job Account Codes | Delete Existing Job Account Codes | |
Edit Job Account Codes | Edit Existing Job Account Codes | |
Add Job Account Codes | Add New Job Account Codes | |
Work Order Estimates | ||
Add Work Order Estimates | Add New Work Order Estimates | |
Approve Work Order Estimates | Approve Work Order Estimates | |
Edit Work Order Estimates | Edit Existing Work Order Estimates | |
Convert Work Order Estimates to Work Orders | Convert Work Order Estimates to Work Orders | |
Access Work Order Estimates | Access Existing Work Order Estimates (Read Only) | |
Campaigns | ||
Add Campaigns | Add New Campaigns | |
Delete Campaigns | Delete Existing Campaigns | |
Access Campaigns | Access Existing Campaigns (Read Only) | |
Edit Campaigns | Edit Existing Campaigns | |
Shop | ||
Shop Management | ||
Perform Inspections | Complete Paperless Inspections | |
Access Shop | Access Shop | |
End Technician Shift | End Technician Shift | |
Access Tool Checkout | Access Tool Checkout (Read Only) | |
Access Shop Management Features | Access Shop Management Features (Read Only) | |
Create Inspection Template | Create New Inspection Templates | |
View Assign Jobs | View Assign Jobs (Read Only) | |
Edit Assign Jobs | Edit Assign Jobs | |
Allow Employee Time Override in Shop | Allow Employee Time Override in Shop | |
Edit Technician Inspections | Edit Existing Technician Inspections | |
Access Technician Inspections | Access Existing Technician Inspections (Read Only) | |
Scheduler View | ||
Edit Scheduler View | Edit Shop Scheduler View | |
Vehicles (Assets) | ||
Create Assets | Create New Asset Files | |
View Assets | View Existing Asset Files (Read Only) and Access to PM Due List | |
Update Assets | Update Existing Asset Files | |
Delete Assets | Delete Existing Asset Files | |
Edit Fees | Edit Asset Fees | |
Renumber/Move Assets | Ability to renumber and move assets | |
Update Asset Meters | Update Asset Meters | |
Allow Meter Override | Allow Meter Override | |
Create Fees | Create a New Asset Fee | |
Delete Fees | Delete Existing Asset Fee | |
Edit Asset Justification | Edit Asset Justification | |
Edit Alt Meter in Asset File | Edit Alt Meter in Asset File | |
Update Asset Status | Update Asset Status | |
Asset Custom Fields | ||
View Asset Custom Fields | View Asset Custom Fields (Read Only) | |
Access Department Information | Access Department Information (Read Only) | |
Delete Asset Custom Fields | Delete Existing Asset Custom Fields | |
Edit Department | Edit Existing Department Files | |
Edit Asset Custom Fields | Edit Existing Asset Custom Fields | |
Delete Department | Delete Existing Department | |
Add Asset Custom Fields | Add New Asset Custom Fields | |
Create Department | Create a New Department File | |
Mechanic Vehicle Inspections | ||
Delete Inspection from Work Order Line | Delete Inspection from Work Order Line | |
Purchasing | ||
Purchase Orders | ||
Create Quick Purchase Order | Ability to Create a Quick Purchase Order | |
Access POs | Access Purchase Orders (Read Only) | |
Allow Reverse PO Receipts | Allow Reverse PO Receipts | |
Add Purchase Orders | Add New Purchase Orders | |
Delete Purchase Orders | Delete Existing Purchase Orders | |
Receive Parts | Receive Parts | |
Update Account Number | Update Account Number on Purchase Order | |
Edit Purchase Orders | Edit Existing Purchase Orders | |
Receive Quick Purchase Orders | Receive Quick Purchase Orders | |
Order Non-file Parts | Order Non-file/ Non-Inventory Parts | |
Accidents | ||
View Accidents | View Existing Accidents (Read Only) | |
Remove Accidents | Remove Existing Accidents | |
Edit Accidents | Edit Existing Accidents | |
Add Accidents | Add New Accidents | |
Motor Pool | ||
Manage Reservation Rates | Manage Reservation Rates | |
Service Requests | ||
Create WO from Service Request | Create WO from Service Request | |
Close Service Requests | Close Service Requests | |
Schedule Service Requests | Schedule New Service Requests | |
Access Service Requests | Access Existing Service Requests | |
Flat Rates | ||
Delete Flat Rates | Delete Existing Flat Rates | |
Access Flat Rates | Access Existing Flat Rates (Read Only) | |
Create Flat Rates | Create New Flat Rates | |
Edit Flat Rates | Edit Existing Flat Rates | |
Tires/Brakes | ||
Edit Brake/ Tire Inspection Set Up | Edit Existing Brake/ Tire Inspection Settings | |
Axle Set Up | Create a New Axle Set Up | |
Submit Tire Inspections | Submit Tire Inspections | |
Submit Brake Inspections | Submit Brake Inspections | |
Brake Set Up | Create a New Brake Set Up | |
Asset System Codes | ||
Create Asset System Codes | Create New Asset System Codes | |
Delete Asset System Codes | Delete Existing Asset System Codes | |
View Asset System Codes | View Asset System Codes (Read Only) | |
Edit Asset System Codes | Edit Existing Asset System Codes | |
Shift | ||
View Shift | View Technician Shift | |
Manage Shift | Manage Technician Shift | |
Tools | ||
Check In Tools | Check In Tools | |
Check Out Tools | Check Out Tools | |
Update Tools | Update Existing Tools | |
Add Tools | Add New Tools | |
Check Out Tools for Other Users | Check Out Tools for Other Users | |
Delete Tools | Delete Existing Tools | |
Imports | ||
Export Utilities | Export Utilities | |
Access Imports | Access Imports | |
Equipment | Equipment Maintenance | |
Delete Equipment | Delete Existing Equipment | |
Edit Equipment | Edit Existing Equipment | |
Delete Service Reminder | Delete Service Reminder | |
Mount Equipment | Mount Existing Equipment | |
Service Equipment | Add Service Records/ Information | |
Dismount Equipment | Dismount Mounted Equipment | |
View Equipment | View Equipment (Read Only) | |
Add Equipment | Add New Equipment | |
Create Service Reminder | Create Service Reminder | |
Custom Reports | ||
View Custom Reports | View Existing Custom Reports (Read Only) | |
Delete Custom Reports | Delete Existing Custom Reports | |
Add Custom Reports | Add new Custome Reports | |
Legacy Reports | ||
View Legacy Reports | View Legacy Reports | |
Fueling | ||
Edit Tanks | Edit Existing Tanks | |
Edit Pump Meter Readings | Edit Pump Meter Readings | |
Delete Tanks | Delete Existing Tanks | |
Add Fuel Transaction | Add New Fuel Transaction | |
Receive Fuel Deliveries | Receive Fuel Deliveries | |
Edit Stick Readings | Edit Stick Readings | |
View Pumps | View Existing Pumps (Read Only) | |
Edit Pumps | Edit Existing Pumps | |
Add Pumps | Add New Pumps | |
View Tanks | View Existing Tanks (Read Only) | |
Add Tanks | Add New Tanks | |
Delete Pumps | Delete Existing Pumps | |
Workflows | ||
Forms | ||
Print Forms | Print Forms | |
Edit Forms | Edit Existing Forms | |
Delete Forms | Delete Existing Forms | |
Create Form Kiosk | Create a Form Kiosk to Share | |
Digital Signature | Digitally Sign Forms | |
View Forms | View Existing Forms (Read Only) | |
Add Forms | Add New Forms | |
Tires | ||
Delete Tire Position | Delete Existing Tire Position | |
View Tire | View Existing Tires (Read Only) | |
Delete Tire | Delete Existing Tire | |
Edit Tire | Edit Existing Tire | |
View Retread List | View Retread List (Read Only) | |
Create Tire | Create New Tire | |
Create Tire Position | Create New Tire Position | |
Delete Manufactured Codes | Delete Existing Manufactured Codes | |
Edit Scrap | Edit Scrap | |
Create Tire Size | Create New Tire Size | |
Delete Tire Size | Delete Existing Tire Size | |
Edit Manufactured Codes | Edit Existing Manufactured Codes | |
Edit Tire Size | Edit Existing Tire Size | |
Delete Cap Tire | Delete Cap Tire | |
Edit Cap Tire | Edit Cap Tire | |
Create Manufactured Codes | Create New Manufactured Codes | |
View Manufactured Codes | View Manufactured Codes (Read Only) | |
View Tire Size | View Tire Size (Read Only) | |
Create Scrap | Create New Scrap Codes | |
Edit Tire Position | Edit Existing Tire Positions | |
View Scrap List | View Scrap List (Read Only) | |
View Tire Position | View Tire Position (Read Only) | |
Create Cap Tire | Create New Cap Tire | |
Delete Scrap | Delete Scrap Codes |