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Below is a breakdown chart of each level of role permissions. Multiple roles can be assigned to a single user as needed.

Refer to User Groups and Creating New Users for more information on how these work and are added to user profiles.

...

Access Areas

...

Admin

...

Facility Admin

...

Shop Manager

...

Lead Technician

...

Technician

...

Data Admin

...

Fleet Coordinator

...

User Admin

...

Report Admin

...

Report User

...

Parts Manager

...

Parts Technician

...

Below is a breakdown chart of each level of role permissions. Multiple roles can be assigned to a single user as needed.

Refer to User Groups and Creating New Users for more information on how these work and are added to user profiles.

Access Areas

Admin

Facility Admin

Shop Manager

Lead Technician

Technician

Data Admin

Fleet Coordinator

User Admin

Report Admin

Report User

Parts Manager

Parts Technician

Driver

Admin

Groups

Edit Groups

Delete Groups

Access Groups

Add Groups

Users

Add Users

Delete Users

Access Users

Manage Licensing

Edit Users

Access Reset Password Options

Integration

Add Integrations

Delete Integrations

Access Integrations

Edit Integrations

Report Writer

Create Standard Reports

Created Advanced Reports

Create Express Reports

Access Adhoc Report Writer

Fleet Success

FSS View Summary Charts

FSS View Tabular Charts

FSS Edit Settings

Master/Setup

Facilities

Access Facility Information

Edit Facilities

Delete Facilities

Add Facilities

Configurations

Manage Configurations

Parts

Parts Management

Add Parts

Access Parts

Delete Parts

Edit Part Vendors

Inventory

Add Part Qty

Access Part Tag Options

Edit Part Qty

Edit Alt Part #

Edit Price Parts

Fuel Management

Enter Fuel Transactions

Access Fuel Entry

Work Orders

Work Order Management

Access Work Orders

Edit Work Orders

Create Work Orders

Delete Work Order Lines

Edit Work Order Notes

Edit Closed Work Order Lines

Delete Work Orders

Reopen Closed Work Orders

Edit Work Order Meter

Add Work Order Lines

Change Vehicle Facility

Close Work Order Lines

Plan Work Order Lines

Close Work Orders

Work Order Audit

Access Audit Work Order Info

Edit Audit Purchase Order Number

Work Order Posting

Post Parts

Post Miscellaneous

Post Outside Tires

Post Labor

Post Outside Parts

Reverse Work Order Posting

Post Non-File Parts

Post Outside Labor

Post Warranty Credits

Edit Estimated Hours

Post Tires

Templates

Access Template Work Orders

Driver Reports

Edit Driver Reports

Add Driver Reports

Access Driver Reports

Delete Driver Reports

Shop

Shop Management

Access Shop

End Technician Shift

Access Tool Checkout

Access Shop Management Features

View Assign Jobs

Edit Assign Jobs

Allow Employee Time Override in Shop

Edit Technician Inspections

Access Technician Inspections

Vehicles

View Vehicles

Update Vehicles

Update Vehicle Meters

Update Vehicle Status

Purchasing

Purchase Orders

Access POs

Allow Reverse PO Receipts

Add Purchase Orders

Delete Purchase Orders

Receive Parts

Edit Purchase Orders

Receive Quick Purchase Orders

Order Non-file Parts

Pull API Data

X

 

 

 

 

 

 

 

 

 

 

 

 

View Dashboards

X

X

 

 

 

 

 

 

 

 

X

X

 

Add Driver Reports

X

X

X

X

 

 

 

 

 

 

 

 

X

Delete Driver Reports

X

 

X

 

 

 

 

 

 

 

 

 

 

Edit Driver Reports

X

 

X

X

 

 

 

 

 

 

 

 

 

View Driver Reports

X

X

X

X

X

 

 

 

 

 

 

 

X

Add Facility

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete Facility

X

 

 

 

 

 

 

 

 

 

 

 

 

Manage Facility

X

X

 

 

 

 

 

 

 

 

 

 

 

View Facility

X

 

X

 

 

X

X

 

 

 

X

 

 

Edit Fleet Success Scorecard

X

 

 

 

 

X

 

 

 

 

 

 

 

View Fleet Success Scorecard

X

 

 

 

 

X

 

 

 

 

 

 

 

Add Integrations

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete Integrations

X

 

 

 

 

 

 

 

 

 

 

 

 

Manage Integrations

X

 

 

 

 

 

 

 

 

 

 

 

 

View Integrations

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 Vehicle Inspections

X

X

X

X

X

 

 

 

 

 

 

 

 

View Vehicle Inspections

X

X

X

X

X

X

 

 

 

 

 

 

 

Access Paperless Shop

X

X

X

X

X

X

 

 

 

 

 

 

 

Override Paperless Shop

X

 

X

X

X

 

 

 

 

 

 

 

 

Add Parts

X

X

X

X

X

 

 

 

 

 

X

X

 

Delete Parts

X

X

X

X

 

 

 

 

 

 

X

X

 

Update Parts

X

X

X

X

X

 

 

 

 

 

X

X

 

View Parts

X

X

X

X

X

X

 

 

 

 

X

X

 

Edit User Password

X

 

X

 

 

X

 

 

 

 

 

 

 

View Purchase Orders

X

X

 

 

 

 

 

 

 

 

X

X

 

Add Quick Fuel

X

X

X

X

X

 

X

 

 

 

 

 

X

View Quick Fuel

X

 

X

X

X

 

X

 

 

 

 

 

 

Create RTA Web Reports

X

X

 

 

 

 

 

 

X

X

 

 

 

View Advanced Reports

X

X

 

 

 

 

 

 

X

 

 

 

 

View Standard Reports

X

X

 

 

 

 

 

 

X

X

 

 

 

View 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

X

 

 

 

 

 

 

 

 

View Technician Jobs

X

X

X

X

X

X

 

 

 

 

 

 

 

Edit Tool Checkout

X

 

X

X

X

 

 

 

 

 

 

 

 

Add Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Manage Users

X

 

 

 

 

 

 

X

 

 

 

 

 

View Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Update Vehicles

X

X

 

X

X

 

 

 

 

 

 

 

 

Update Vehicle Odometer

X

X

 

X

X

 

 

 

 

 

 

 

X

Update Vehicle Status

X

X

 

X

X

 

 

 

 

 

 

 

 

View 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 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

X

 

 

 

 

 

 

 

 

Delete Work Orders

X

X

X

X

 

 

 

 

 

 

 

 

 

Edit Work Orders

X

X

X

X

X

 

 

 

 

 

 

 

 

Edit Closed Work Order Lines

X

 

X

X

 

 

 

 

 

 

 

 

 

Edit Work Order Labor

X

 

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

 

Reopen Work Orders

X

 

X

X

 

 

 

 

 

 

 

 

 

Reopen Work 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

 

Void Work Order Lines

X

X

X

X

X