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 |
|
|
|
|
|
|
|
|