Overview
A users access in Weighsoft is controlled by the Permissions enabled against their user profile.
To view the permissions go to Administration>Users and click on the required user to view their permissions.
Permissions Listing
Note: if you enable a permission and hit Save, the user will need to log out and back in to Weighsoft in order for the new permissions to take effect
Permissions | Description |
Accept, Reject and Query Reconomy Jobs | Allows users to accept, Reject and Query Reconomy Jobs via the Reconomy module. |
Account Delete | Allows for users to delete Accounts within Customers > Accounts. |
Account On Stop | Allows for users to place accounts on stop within Customer > Accounts. |
Action Price Increases | Allow users process prices increases within Administration > lookups > Price increases |
Add One Off Collections | Will allow the user to create one off collections against the trade contract item |
Address Delete | Allows for users to delete address records within Customers > Address |
Address Live Tag | Allows the users to update the address live status on an address record |
Address On Stop | Allows the users to update the address on stop flag |
Adjust Haz Prices | Allows the user to adjust prices in Prices and Weighbridge in the Haz module |
Adjust Material Prices | Allows the user to adjust prices in Prices and Weighbridge in the Martials module |
Adjust Payment Price | Allows the user to adjust prices in the Weighbridge |
Adjust RMC Prices | Allows the user to adjust prices in Prices and Weighbridge in the RMC module |
Adjust Skip Prices | Allows the user to adjust prices in Prices and Weighbridge in the Skip module |
Adjust Trade Prices | Allows the user to adjust prices in Prices and Weighbridge in the Trade module |
Admin Functions | Allows the user to view Admin functions in Administration header |
Allow Completion of Jobs | Allows the user to complete jobs in outstanding tickets |
Allow creation of jobs | Allows the user to create jobs in different modules |
Allow Creation Of Orders | Allows the creation of orders, new order entry |
Allow Email Print Quotes | Allows the user to print quotes in the system |
Allow Full transaction edit | Allows the user to enter full edit mode on a Un invoiced transaction |
Allow RMC Order MCC Change | On the order input add item it will allow an override min cement content to be added instead of using system values |
Allow Schedule Delete | When disabled Hides Schedules Delete button on the reporting pop up |
Allow Trade Transfer Bins | Allows the user to Transfer bins from one round to another. |
Apply External Messages | Allows the user to send enteral message to devices |
Batch Complete | Allows the user to batch compete job sin outstanding tickets |
Batch Delete | Allows the user to batch delete jobs in outstanding tickets |
Can Change CRM Status And Delete | Allows the users to change the CRM status update and delete record within cases |
Cash Complete Without Payment | Allows the user to complete a job in outstanding tickets, where a payment has not been made (cash account) |
Change Job Payment Type | Allows the user to update the payment type on an job |
Change Permissions | Allows the user to change permissions for a user on the system |
Change User Companies | Allows the user to switch companies that they have been allocated to |
Check Report Updates | Allows the user to perform an system check reports for changes applied to static reports |
Complete Rounds | Allows the user to complete a round in the Trade module |
Copy Orders | Allows the user to copy order in different modules |
Create Contract | Allows the user to create a contract in the Trade module |
Block Quick Quotes | Will stop Quick Quotes showing for the user |
Create Update Prices | Allows the user to create a price on the system |
Create User | Allows the user to create a User for the system |
Credit Extension | Allows the users to apply a credit extension to an account that will override credit check rules to the set date. |
Credit Note Authorize | Allows the user to authorize a credit not if the user that created it does not have permission |
Deassign Vehicle Jobs | Allows the user to deasign a vehicle in the operations screen |
Delete Contact | Allows the user to delete a contact from any account |
Delete Contract | Allows the user to delete a contract from the Trade module |
Delete Documents | Allows the user to delete any uploaded documents from the system |
Delete External Messages | Allows the user to delete unrecieved external messages from the system |
Delete Images | Allows the user to delete any uploaded images from the system |
Delete Invoices | Allows the user to delete any unposted or emailed invoices from the system |
Delete Jobs | Allows the user to delete and jobs from the system |
Delete Prices | Allows the user to delete and set prices on the system |
Delete Quote | Allows the user to delete any unconverted quotes |
Delete Round | Allows the user to delete a Trade round for a vehicle |
Delete Stock Entities | Allows the user to delete stock entities from the stick control module |
Delete Trade Template | Allows the user to delete a templet from the Trade module |
Delete Transaction | Allows the user to delete a transaction that has not been invoiced |
Delete User | Allows the user to delete a user from the system |
Edit Other User Events | Allows the users to edit cases and events |
Haz Order Item Copy Edit Delete | Allows the user to Copy, Edit and delete hazardous order items |
Prevent access to account logs | Prevents users from viewing account log details within the customer > Accounts screen |
Hide Finance Dashboard | Prevents the user from seeing the finance values within account |
Hide RMC Fixed Mix Creation | Prevent the user from select the fix mixed option when creation new mixes |
Hide RMC Mix Wizard Add New Button | Prevent the users from creating new mix via the mix Wizard |
Location Change | Allows user to change their location within the weighbridge module |
Lookup Delete | Allows the users to delete records within Administration > Lookups |
Manage Drivers | Allows the users to Create, edit, and delete driver records within lookups |
Manage Invoices | Allows for users to Run and view invoices |
Manage mobile devices | Allows the user to add and remove devices from Administration > Mobile devices |
Manage Vehicles | Allows the users to delete vehicles records from administration > Lookups > Vehicles |
Manage Web Portal Users | Allows the users to manage web portal users, including creating, editing , and deleting records |
Manage Weighbridge Templates | Create, Edit or Delete Weighbridge Templates |
Material Order Delete | Allows the users to delete material orders |
Non Ferrous Allow Sell Complete | Allows the users to complete non ferrous sell jobs |
Prevent User Changing Weighbridge Weights | Prevent the users from adjusting weighbridge weights once captured |
Price Account Address Show Functions | Show Price functions in Account/Address price tab like add/edit/remove |
Price Account Address Show Values | Show price values in account > Address Price tables |
Price Haz Show Values | Shown the Haz prices values for a user on orders and jobs |
Price Material Show Values | Shows prices in material module like order input, create dispatch, dispatch overview, outstanding tickets, will still show cash values when un tick. |
Price RMC Show Values | Allows the user to see price values on RMC jobs |
Price Weighbridge Material Show Values | Allows the Weighbridge operator to see prices when processing Material weighbridge jobs |
Price Weighbridge Show Values | Allows the Weighbridge operator to see prices when processing weighbridge jobs |
Refund Authorize | Allows the user to refund a payment |
Reset Password | Allows the users to send the reset password email for other users |
Reset Round | Allows the user to reset a round that has been previously complete |
Schedule Work | Allows the user to assign, Deasign work within the operations screens |
Settings | Allows the user to be able to make setting changes |
Skip Order Delete | Allows the users to delete skip orders |
Stock Control Admin | Allows the user to access the stock control module (if module turned on) |
Supplier Create Modify | Allows the user to create and modifier a supplier in Lookup's |
Switch Payment Ticket | Allows the user to transfer a payment record to a different ticket number |
System Settings | Allows the user to be able to make system level setting changes |
Unlink Account Address | Allows the user to dissociate address from an account |
Update Account | Allows the user to edit an account (note some fields may be managed by a credit controller) |
Update Address | Allows the user to update Account addresses |
Update Contract | Allows the user to update account contacts |
Update Transaction | Allows the user to update any Un invoiced transaction |
Update Transaction En Masse | Allows the user to update any Un invoiced transaction en mass function |
Update User | Allows the user to update current users on the system |
View Account Credit Control | Allows the user to view the credit control section with in the account |
View Create New Acc/Add | Shows the customer menu create new Account/Address option |
View Customer Order Spend Tracker | Allows the user to view the customer order spend tracker within Administration > Lookups > Customer order spend |
View Deleted Records | Allows the user to view Delete records when status deleted is selected |
View Exports | Allows the user the ability to export data out of Weighsoft, including Accounts, Transaction data in a digital format |
View Invoice | Allows the user to view created invoices within Weighsoft |
View Logs | Allows the users to view Logs page within Administration > Logs |
View Lookups | Allows the user to view Administration > Lookups page |
View Non Ferrous | Allows the user to access the Non Ferrous module |
View Payments | Allows the user to view payments within weighsoft |
View Posting Page | Allows the users to view the module > Posting page |
View Prices In Account/Address Orders | Allows the users to view Account > address |
View Prices In Batch | Allows the user to view prices within a batch |
View Prices In Extra Charges | Allows the user to view Extra charge prices values |
View Prices In Weighbridge | Allows the users to view prices within the weighbridge module |
View Quotes | Allows the user to view Quotes within Modules > Quotes |
View Recurrences | Allows the users to view Recurrences |
View Reports | Allows the users to the system reports module |
View Transaction Postings | Allows the users to view transaction posting records |
View Transactions | Allows the users to view transactions |
View User | Allows the user to view system users list via Administration > users |
Weighbridge Quick Order | Allows the users to perform weighbridge quick orders |
Weighbridge Ticket Delete | Allows the users the ability to delete a weighbridge ticket whilst it's in an uncompleted state |
Review Permissions
If you want to see which users have a specific permission enable you can follow the below steps:
Hover on Administration
Click on Users
Click on the 3-line menu in the top-right
Click on Users Permissions Listing
Select a permission from the drop-down menu
The system will then display a list of every user that has that permission enabled.
