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