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User Permissions

This article goes through the permissions available for users in Weighsoft

Noel Collings avatar
Written by Noel Collings
Updated over 3 months ago

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:

  1. Hover on Administration

  2. Click on Users

  3. Click on the 3-line menu in the top-right

  4. Click on Users Permissions Listing

  5. Select a permission from the drop-down menu

The system will then display a list of every user that has that permission enabled.

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