Reference this page when editing a user role's permissions or creating a new role to ensure that users have access to what they need. The document contains definitions of each permission and their respective functions.
- Assets: Manages the list of equipment and their information
- Boards: Manages work orders for different teams. You can grant access to any boards as needed using the "+" button
- Certifications: Manages the list of certifications for employees, assets, clients, and work locations
- Company Settings: Company information and settings
- Component Types: Templates used in organize maintenance on parts of equipment
- Components: Manages the parts of equipment that maintenance is performed on
- Documents: Manage document storage and organization
- Employees: Manage employee information and settings
- Form Creation: Allows form creation
- Form Submission: Manage which forms can be seen or submitted. Use the "+" button to give access to specific forms
- Locations: Manage the locations equipment can be associated to
- Notifications: Manage when and how notifications are sent
- Preventative Maintenance: Manages the settings for the maintenance tool
- Product Groups: Manage product groups in inventory
- Production Assignments: Allows Users to see what they have been assigned to in the operations module
- Production Jobs: Manages jobs in the operations tool
- Production Lists: Manages settings for the operations tool
- Products: Manages the setting for the inventory Module
- Purchasing: Allows access and management to the Purchase Order tool
- Quick View: Allows access and management of the Asset Map tool
- Regions: Manages the different locations where equipment is managed and jobs are performed
- Reporting: Gives access to company dashboards. Use the "+" button to grant access to specific dashboards
- Roles: Manage and Create different employee roles in the system
- Task Routes: Manage recurring work orders in the maintenance tool
- Task Templates: Manage maintenance templates that can be applied to any component in the maintenance tool
- Tasks: Manage the maintenance performed on equipment
- Time Approvals: Manage the review and approval of time submitted by employees
- Time Keeping Settings: Manage payroll time settings such as overtime and double time rules
- Time Tracking: Allow users to submit payroll timers
- Users: Manage employee access and permissions
- Vendors: Manage vendors and their information
- Work Orders: Manage Work Order Settings
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