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When SaaS Users are created (Creating New RTA Users ) on RTA Web, their user profile requests a “Role”. Below is a breakdown chart of those role permissions. Multiple roles can be assigned to a single user as needed.

Driver

Access Right

Admin

Data Admin

Driver

Facility Admin

Lead Mechanic

Mechanic

Fleet Coordinator

Lead Technician

Parts

Supervisor

Manager

Parts

Clerk

Technician

Report Admin

Report User

Shop Manager

Technician

User Admin

Extract API Table

X

Pull API Data

x

 

 

 

 

 

 

 

 

 

 

 

 

View

Dashboard

Dashboards

X

x

X

 

 

x

 

 

x

x

X

 

X

 

 

 

 

Add

Driver Report

X

X

Driver Reports

x

 

x

x

 

x

 

 

 

 

x

 

 

Delete Driver Reports

x

 

 

 

 

 

 

 

 

 

x

 

 

Edit Driver Reports

x

 

 

 

 

x

X

 

 

 

 

x

 

 

View Driver

Report

X

X

X

 

X

Reports

x

 

x

x

 

x

 

 

 

 

x

x

 

Add Facility

x

 

 

 

 

 

 

 

 

 

 

 

 

Delete Facility

x

 

 

 

 

 

 

 

 

 

 

 

 

Manage Facility

X

X

x

 

 

x

 

 

 

 

 

 

 

 

 

View Facility

x

x

 

 

x

 

x

 

 

 

x

 

 

Edit Flet Success Scorecard

x

x

 

 

 

 

 

 

 

 

 

 

 

View Fleet Success Scorecard

x

x

 

 

 

 

 

 

 

 

 

 

 

Add Integrations

x

 

 

 

 

 

 

 

 

 

 

 

 

Delete Integrations

x

 

Manager Licensing

 

X

 

 

 

 

 

 

 

 

 

 

Manage Integrations

x

 

 

 

 

 

 

 

 

 

 

 

 

View Integrations

X

x

 

 

 

 

 

 

 

 

 

 

 

 

Edit Part Inventory Levels

x

 

 

 

 

 

x

x

 

 

x

 

 

Edit Part Price

x

 

 

 

 

x

x

x

 

 

x

 

 

Add Part Quantity

x

 

 

 

 

 

x

x

 

 

x

 

 

Edit Part Quantity

x

 

 

 

 

 

x

x

 

 

x

 

 

Edit Part Tags

x

 

 

 

 

 

x

x

 

 

x

 

 

Manage User Licensing

x

 

 

 

 

 

 

 

 

 

 

 

 

Manage

Mechanic

Vehicle Inspections

X

x

X

 

X

 

X

x

 

x

 

 

 

 

x

x

 

View

Mechanic

Vehicle Inspections

X

x

X

x

X

 

X

x

 

x

 

 

 

 

x

x

 

Access Paperless Shop

x

x

 

x

 

x

 

 

 

 

x

x

 

Override Paperless Shop

Timeclock

X

x

X

 

X

 

X

 

 

x

 

 

 

 

x

x

 

Add Parts

X

x

X

 

 

x

 

 

x

X

x

X

x

 

 

x

x

 

Delete Parts

X

x

X

 

 

x

 

x

 

x

X

x

 

 

x

 

 

Edit

Update Parts

X

x

X

 

 

x

 

 

x

X

x

X

x

 

 

x

x

 

View Parts

X

X

X

X

 

X

X

 

x

x

 

x

 

x

x

x

 

 

x

x

 

Edit User Password

x

x

 

 

 

 

 

 

 

 

x

 

 

View Purchase Orders

X

x

X

 

 

x

 

 

x

x

X

 

X

 

 

 

 

Add Quick Fuel

x

 

x

x

x

x

 

 

 

 

x

x

 

View Quick Fuel

x

X

 

X

 

X

 

X

x

X

x

 

 

 

 

x

x

 

Create RTA Web Reports

X

X

x

 

 

x

 

 

 

 

x

x

 

 

 

View Advanced Reports

x

 

 

x

 

 

 

 

x

 

X

 

X

 

 

View Standard Reports

X

x

X

 

 

x

 

 

 

 

x

X

x

 

X

 

 

View

Advanced Reports

X

X

Reports

x

 

 

x

 

 

 

 

x

x

 

 

 

Add User Roles

x

 

 

 

 

 

 

 

 

 

 

 

 

Delete User Roles

x

 

 

 

 

 

 

 

 

 

 

 

 

Edit User Roles

x

 

 

 

 

 

 

 

 

 

 

 

 

View User Roles

x

 

 

 

 

 

 

 

 

 

 

 

 

View Shifts

 

 

 

x

 

x

 

 

 

 

x

x

 

View Technician Jobs

x

x

 

x

 

x

 

 

 

 

x

x

 

Edit Tool Checkout

x

 

 

 

 

x

 

 

 

 

x

x

 

Add Users

x

 

 

 

 

 

 

 

 

 

 

 

 

Delete Users

x

 

 

 

 

 

 

 

 

 

X

 

 

 

Manage

UsersX

Users

x

 

 

 

 

 

 

 

 

 

 

 

x

View Users

x

 

 

 

 

 

 

 

 

 

 

 

X

 

Edit

Update Vehicles

x

X

 

 

X

x

X

 

X

x

 

 

 

 

 

x

 

Update Vehicle Odometer

x

 

X

x

X

x

X

 

X

x

X

 

 

 

 

 

x

 

Update Vehicle Status

x

 

X

 

X

x

X

 

X

x

 

 

 

 

 

x

 

View

Vehicle

X

X

X

X

X

Vehicles

x

 

x

x

 

x

 

 

 

 

 

x

 

Edit Vehicles

x

 

 

x

 

x

x

x

 

 

x

x

 

Add Work Orders

x

x

 

x

 

x

 

 

 

 

x

x

 

Add Work Order Lines

x

 

 

 

x

x

 

 

 

 

x

x

 

Edit

Vendor Parts

X

X

Purchase Order Audit

x

x

 

 

 

x

x

x

 

 

x

 

 

View Work Order Audit

x

x

 

 

 

x

x

x

 

 

x

 

 

Close Work Orders

x

 

 

 

 

x

 

 

 

 

x

 

 

Close Work Order Lines

x

 

 

x

 

x

 

 

 

 

x

x

 

Defer Work Order Lines

x

 

 

x

 

X

x

 

 

 

 

CreatE

x

x

 

Delete Work Orders

 

 

X

 

X

x

X

 

X

x

 

 

 

 

x

 

 

Edit

/Post Work Orders

X

X

X

X

 X

Work Orders

x

 

 

x

 

x

 

 

 

 

x

x

 

Edit Closed Work Order Lines

x

 

 

 

 

x

 

 

 

 

x

 

 

Edit Work Order Labor

x

 

 

 

 

x

 

 

 

 

x

x

 

Close Work Orders

X

X

X

Manage Work Orders

x

 

 

x

 

x

 

 

 

 

x

 

 

Edit Work Order Meter

x

 

 

 

x

x

 

 

 

 

x

x

 

Edit Work Order Notes

x

x

 

 

 

x

 

 

 

 

x

x

 

Post Work Order Labor

x

 

 

 

 

x

 

 

 

 

x

x

 

Post Work Order Misc

x

 

 

 

 

x

x

x

 

 

x

x

 

Post Work Order Non-File Parts

x

 

 

 

 

x

x

x

 

 

x

x

 

Post Work Order Outside Labor

x

 

 

 

 

x

 

 

 

 

x

x

 

Post Work Order Outside Parts

x

 

 

 

 

x

x

x

 

 

x

x

 

Post Work Order Outside Tires

x

 

 

 

 

x

 

 

 

 

x

x

 

Post Work Order Parts

x

 

 

 

 

x

x

x

 

 

x

x

 

Reverse Work Order Part Postings

x

 

 

 

 

x

x

x

 

 

x

x

 

Post Work Order Tires

x

 

 

 

 

x

 

 

 

 

x

x

 

Post Work Order Warranty Credits

x

 

 

 

 

x

x

x

 

 

x

x

 

Defer X

Reopen Work Orders

X

X

X

x

 

 

 

 

x

 

 

 

 

x

 

 

Reopen Work

Orders

X

X

X

X

  

Order Lines

x

 

 

x

 

x

 

 

 

 

x

 

 

Restore Work Order Lines

x

 

 

x

 

x

 

 

 

 

 

x

 

Edit Work Order Templates

x

x

 

 

x

x

 

 

 

 

x

x

 

Change Work Order Facility

x

 

 

 

 

x

 

 

 

 

x

x

 

View Work Orders

X

X

X

X

x

x

 

x

x

x

 

x

 

 

 

x

 

x

 

Void Work Order Lines

X

x

X

 

X

 

X

x

 

x

 

 

 

 

x

x