RTA Web - 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 these work and are added to user profiles.
Access Areas | Parts Manager | Report Admin | Data Admin | Parts Technician | Lead Technician | 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 | ||||||||||
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 | |||||||||||
Master/Setup | X | ||||||||||||
Facilities | X | ||||||||||||
Access Facility Information | X | X | X | X | X | ||||||||
Edit Facilities | X | X | |||||||||||
Delete Facilities | X | ||||||||||||
Add Facilities | X | ||||||||||||
Configurations | X | ||||||||||||
Manage Configurations | 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 | |||||||
Edit Part Vendors | 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 | ||||||||
Work Orders | X | ||||||||||||
Work Order Management | 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 | ||||||||
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 | |||||||||||
Delete Work Orders | 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 | |||||||||||
Shop | |||||||||||||
Shop Management | |||||||||||||
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 | |||||||||
View Assign Jobs | X | ||||||||||||
Edit Assign Jobs | 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 | |||||||
Vehicles | X | X | X | X | |||||||||
View Vehicles | X | X | X | X | X | X | |||||||
Update Vehicles | X | X | X | X | |||||||||
Update Vehicle Meters | X | X | X | X | X | ||||||||
Update Vehicle Status | X | 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 |