Access Areas
Description of Permission
License Needed
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
Data Grid Presets
Remove Data Grid Presets
Add Data Grid Presets
View Data Grid Presets
Edit Data Grid Presets
Notification Subscription
Edit Notification Subscription
Delete Notification Subscription
Access Notification Subscription
Add Notification Subscription
User Notification Subscription
Edit User Notification Subscription
Access User Notification Subscription
Delete User Notification Subscription
Add User Notification Subscription
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
Manage Navigation Items
Add Custom Page
Edit Custom Page
Delete Custome Page
Data Imports
Access Import/ Export Utilities
Master/Setup
Facilities
Edit Kiosks
Access Facility Information
Start Kiosk Mode
Edit Facilities
Delete Facilities
Add Facilities
Vendors
Delete Vendors
Add Vendors
Access Vendor Information
Edit Vendors
Warranties
Edit Warranties
Add Warranties
Delete Warranties
View Warranties
Class Codes
Access Class Code Information
Delete Class
Create Class
Edit Class
Configurations
Manage Configurations
Work Order VMRS
Edit Work Order VMRS
Delete Work Order VMRS
Access Work Order VMRS Information
Add Work Order VMRS
Customer
Edit Customer
Delete Customer
Access Customer Information
Create Customer
Part VMRS
Update Part VMRS
Access Part VMRS Information
Delete Part VMRS
Add Part VMRS
EFI
Edit EFI
View EFI
PM
Access PM
Delete PM
Edit PM
Create PM
Accident Forms
View Accident Forms
Remove Accident Forms
Edit Accident Forms
Add Accident Forms
Reservation
Add Reservation
Edit Reservation
Remove Reservation
View Reservation
Barcode Printer
Add Barcode Printer
Add Barcode Printer
Add Barcode Printer
Add Barcode Printer
Parts
Parts Management
Add Parts
Access Parts
Delete Parts
Update Parts
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
Fuel Type Management
Delete Fuel Types
Add Fuel Types
Edit Fuel Types
Centralized Parts
Add parts to main facility
Parts Requests
Delete Part Requests
Edit Part Requests
View Part Requests
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
Reopen 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 Management
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
Scheduler View
Edit Scheduler View
Vehicles
View Vehicles
Update Vehicles
Delete Vehicles
Allow Meter Override
Update Vehicle Meters
Update Vehicle Status
Asset Custom Fields
View Asset Custom Fields
Access Department Information
Delete Asset Custom Fields
Edit Department
Edit Asset Custom Fields
Delete Department
Add Asset Custom Fields
Create Department
Mechanic Vehicle Inspections
Delete Inspection from Work Order Line
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
Accidents
View Accidents
Remove Accidents
Edit Accidents
Add Accidents
Motor Pool
Manage Reservation Rates
Service Requests
Create WO from Service Request
Close Service Requests
Schedule Service Requests
Access Service Requests
Flat Rates
Delete Flat Rates
Access Flat Rates
Create Flat Rates
Edit Flat Rates
Tires/Brakes
Axle Set Up
Submit Tire Inspections
Submit Brake Inspections
Brake Set Up
Asset System Codes
Create Asset System Codes
Delete Asset System Codes
View Asset System Codes
Edit Asset System Codes
Parts System Codes
View Parts System Codes
Delete Parts System Codes
Edit Parts System Codes
Create Parts System Codes
Maintenance System Codes
Delete Maintenance System Codes
View Maintenance System Codes
Edit Maintenance System Codes
Create Maintenance System Codes
Shift
View Shift
Manage Shift
Tools
Check In Tools
Check Out Tools
Update Tools
Add Tools
Check Out Tools For Other Users
Delete Tools
Imports
Export Utilities
Access Imports
Equipment
Delete Equipment
Edit Equipment
Delete Service Reminder
Mount Equipment
Service Equipment
Dismount Equipment
View Equipment
Add Equipment
Access Areas | Definition of Permission |
Admin | |
Groups | User Group Maintenance |
Edit Groups | Edit Existing Custom User Groups |
Delete Groups | Delete Custom User Groups |
Access Groups | Access User Groups (Read Only) |
Add Groups | Add New Custom User Groups |
Users | User Maintenance |
Add Users | Add New Users |
Delete Users | Delete Existing Users |
Access Users | Access Users (Read Only) |
Manage Licensing | Managing User Licenses |
Edit Users | Edit Existing Users |
Access Reset Password Options | Access User Password Reset Options |
Data Grid Presets | This permission set will be removed-it currently does not have anything tied to it. |
Remove Data Grid Presets | N/A |
Add Data Grid Presets | N/A |
View Data Grid Presets | N/A |
Edit Data Grid Presets | N/A |
Notification Subscription | Other User Notification Subscription Maintenance (Other Users in the RTA Software) |
Edit Notification Subscription | Edit Notification Subscription for other Users |
Delete Notification Subscription | Delete Notification Subscription for other Users |
Access Notification Subscription | Access Notification Subscription for other Users |
Add Notification Subscription | Add Notification Subscription for other Users |
User Notification Subscription | User Notification Subscription (Your User Notifications) |
Edit User Notification Subscription | Edit Your User Notification Subscription |
Access User Notification Subscription | Access Your User Notification Subscription |
Delete User Notification Subscription | Delete Your User Notification Subscription |
Add User Notification Subscription | Add Your User Notification Subscription |
Integration | Intergration Maintenance (GPS, DVIR, Other Software solutions) |
Add Integrations | Add or Set up Integrations |
Delete Integrations | Delete Existing Integrations |
Access Integrations | View Integrations (Read Only) |
Edit Integrations | Edit Existing Integrations |
Report Writer | Create and Edit Reports |
Create Standard Reports | Create Standard Reports |
Created Advanced Reports | Create Advanced Reports |
Create Express Reports | Create Express Reports |
Access Adhoc Report Writer | View Reports (Read Only) |
Fleet Success | Fleet Success Scorecard Maintenance |
FSS View Summary Charts | View Summary Charts |
FSS View Tabular Charts | View Tabular Charts |
FSS Edit Settings | Edit Settings |
Manage Navigation Items | Custom Navigation Page Maintenance |
Add Custom Page | Add a New Custom Navigation Page |
Edit Custom Page | Edit Navigation Page |
Delete Custom Page | Delete Custom Navigation Page |
Data Imports | Data Import Maintenance |
Access Import/ Export Utilities | Access Import/ Export Utilities |
Global Settings | |
Edit Facility System Switches | Edit Facility Specific System Switches |
Edit System Switches | Edit Global System Switches (System Switches affect entire Orgaization) |
Master/Setup | |
Facilities/ Regions | Facility Maintenance |
Add Regions | Add New Regions |
Edit Regions | Edit Existing Regions |
Edit Kiosks | Edit Existing Kiosks |
Access Facility Information | Access Existing Facility Files (Read Only) |
Access Regions | Access Existing Regions (Read Only) |
Delete Regions | Delete Existing Regions |
Start Kiosk Mode | Start Kiosk Mode |
Edit Facilities | Edit Existing Facility Files |
Delete Facilities | Delete Existing Facility Files |
Add Facilities | Add New Facility Files |
Vendors | Vendor File Maintenance |
Delete Vendors | Delete Existing Vendor Files |
Add Vendors | Add New Vendors |
Access Vendor Information | Access Existing Vendor Files (Read Only) |
Edit Vendors | Edit Existing Vendor Files |
Warranties | Warranty Maintenance |
Edit Warranties | Edit Existing Warranties |
Add Warranties | Add New Warranties |
Delete Warranties | Delete Existing Warranties |
View Warranties | View Existing Warranties (Read Only) |
Class Codes | Class Code File Maintenance |
Access Class Code Information | Access Existing Class Code File Information (Read Only) |
Delete Class | Delete Existing Class Code Files |
Create Class | Create a New Class Code File |
Edit Class | Edit Existing Class Code Files |
Configurations | |
Manage Configurations | This grants permissions to Status Codes (Asset and Work Order) System Codes and Updating Company Configurations. *These permissions will be placed into their respective sections in a future release* |
Work Order VMRS | Work Order VMRS File Maintenance |
Edit Work Order VMRS | Edit Existing Work Order VMRS Code Files |
Delete Work Order VMRS | Delete Existing Work Order VMRS Code Files |
Access Work Order VMRS Information | Access Existing Work Order VMRS Code Files (Read Only) |
Add Work Order VMRS | Add New Work Order VMRS Code Files |
Customer | Customer File Maintenance |
Edit Customer | Edit Existing Customer Files |
Delete Customer | Delete Existing Customer Files |
Access Customer Information | Access Existing Customer Files (Read Only) |
Create Customer | Create a New Customer File |
Part VMRS | Part VMRS Code File Maintenance |
Update Part VMRS | Update Existing Part VMRS Code Files |
Access Part VMRS Information | Access Part VMRS Code Files (Read Only) |
Delete Part VMRS | Delete Existing Part VMRS Code Files |
Add Part VMRS | Add a New Part VMRS Code Files |
EFI | Electronic Fuel Integration Maintenance |
Edit EFI | Edit Existing EFI |
View EFI | View Existing EFI (Read Only) |
PM | Preventive Maintenance |
Access PM | Access Existing PM Schedules (Read Only) |
Delete PM | Delete Existing PM Schedules |
Edit PM | Edit Existing PM Schedules |
Create PM | Create a New PM Schedule |
Accident Forms | Accident Form Maintenance |
View Accident Forms | View Existing Accident Forms (Read Only) |
Remove Accident Forms | Remove Existing Accident Forms |
Edit Accident Forms | Edit Existing Accident Forms |
Add Accident Forms | Add New Accident Forms |
Reservation | Motor Pool Reservation Maintenance |
Add Reservation | Add a New Motor Pool Reservation |
Edit Reservation | Edit an existing a Motor Pool Reservation |
Remove Reservation | Remove an Existing Motor Pool Reservation |
View Reservation | View an Existing Motor Pool Reservation |
Barcode Printer | Barcode Printer Maintenance |
Add Barcode Printer | Add a Barcode Printer |
Add Barcode Printer | Add a Barcode Printer |
Add Barcode Printer | Add a Barcode Printer |
Add Barcode Printer | Add a Barcode Printer |
Parts | |
Parts Management | Part File Maintenance |
Add Parts | Add a New Part File |
Access Parts | Access Part Files (Read Only) |
Delete Parts | Delete Existing Part Files |
Update Parts | Update Existing Part Files |
Inventory | Part Inventory Maintenance |
Add Part Qty | Add Part Qty to Inventory |
Access Part Tag Options | Access Part Tag Options (Read Only) |
Edit Part Qty | Edit Part QTY in Inventory |
Edit Alt Part # | Edit Alternate Part Numbers |
Edit Price Parts | Edit Existing Part Pricing |
Fuel Management | Fuel Entry Maintenance |
Enter Fuel Transactions | Enter New Fuel Transactions |
Access Fuel Entry | Access Fuel Entry (Read Only) |
Fuel Type Management | Fuel Type Maintenance |
Delete Fuel Types | Delete Existing Fuel Types |
Add Fuel Types | Add New Fuel Types |
Edit Fuel Types | Edit Existing Fuel Types |
Centralized Parts | Centralized Parts Maintenance |
Add parts to main facility | Add New Parts to the Main Part Facility |
Parts System Codes | |
View Parts System Codes | View Parts System Codes (Read Only) |
Delete Parts System Codes | Delete Existing Parts System Codes |
Edit Parts System Codes | Edit Exisiting Parts System Codes |
Create Parts System Codes | Create New Parts System Codes |
Part Account Codes | |
Edit Part Account Codes | Edit Existing Part Account Codes |
Delete Part Account Codes | Delete Existing Part Account Codes |
Add Part Account Codes | Add Part Account Codes |
Parts Requests | Part Request Maintenance |
Delete Part Requests | Delete Existing Part Requests |
Edit Part Requests | Edit Existing Part Requests |
View Part Requests | View Existing Part Request (Read Only) |
Work Orders | |
Work Order Management | Work Order Maintenance |
Access Work Orders | Access Existing Work Orders (Read Only) |
Edit Work Orders | Edit Existing Work Orders |
Create Work Orders | Create New Work Orders |
Delete Work Order Lines | Delete Existing Work Order Lines |
Edit Work Order Notes | Edit Existing Work Order Notes |
Edit Closed Work Order Lines | Edit Closed Work Order Lines |
Reopen Closed Work Order Lines | Reopen Closed Work Order Lines |
Delete Work Orders | Delete Existing Work Orders |
Reopen Closed Work Orders | Reopen Closed Work Orders |
Edit Work Order Meter | Edit Work Order Meter (Update mileage, Hours, Ect.) |
Add Work Order Lines | Add New Work Order Lines |
Change Vehicle Facility | Change the Vehicle (Asset) Facility |
Close Work Order Lines | Close Work Order Lines |
Plan Work Order Lines | Plan (Reschedule) Work Order Lines |
Close Work Orders | Close Work Orders When All Lines are Closed |
Work Order Audit Management | Work Order Audit Maintenance |
Access Audit Work Order Info | Access Work Order Audit Information (Read Only) |
Edit Audit Purchase Order Number | Edit the Purchase Order Number on the Information Tab of the Work Order |
Work Order Posting | |
Post Parts | Post Parts to Work Order |
Post Miscellaneous | Post Micellaneous Charges to Work Order |
Post Outside Tires | Post Outside Tires to Work Order |
Post Labor | Post Labor to Work Order |
Post Outside Parts | Post Outside Parts to Work Order |
Reverse Work Order Posting | Reverse Work Order Postings |
Post Non-File Parts | Post Non-file/ Non-Inventory Parts to Work Order |
Post Outside Labor | Post Outside Labor to Work Order |
Post Warranty Credits | Post Warranty Credits to Work Order |
Edit Estimated Hours | Edit Estimate Hours on Work Order |
Post Tires | Post Tires to Work Order |
Templates | |
Access Template Work Orders | Access Existing Work Order Templates |
Driver Reports | |
Edit Driver Reports | Edit Existing Driver Reports |
Add Driver Reports | Add New Driver Reports |
Access Driver Reports | Access Existing Driver Reports (Read Only) |
Delete Driver Reports | Delete Existing Driver Reports |
Maintenance System Codes | |
Delete Maintenance System Codes | Delete Exisiting Maintenance System Codes |
View Maintenance System Codes | View Maintenance System Codes (Read Only) |
Edit Maintenance System Codes | Edit Existing Maintenance System Codes |
Create Maintenance System Codes | Create New Maintenance System Codes |
Job Account Codes | |
Delete Job Account Codes | Delete Existing Job Account Codes |
Edit Job Account Codes | Edit Existing Job Account Codes |
Add Job Account Codes | Add New Job Account Codes |
Work Order Estimates | |
Add Work Order Estimates | Add New Work Order Estimates |
Approve Work Order Estimates | Approve Work Order Estimates |
Edit Work Order Estimates | Edit Existing Work Order Estimates |
Convert Work Order Estimates to Work Orders | Convert Work Order Estimates to Work Orders |
Access Work Order Estimates | Access Existing Work Order Estimates (Read Only) |
Campaigns | |
Add Campaigns | Add New Campaigns |
Delete Campaigns | Delete Existing Campaigns |
Access Campaigns | Access Existing Campaigns (Read Only) |
Edit Campaigns | Edit Existing Campaigns |
Shop | |
Shop Management | |
Access Shop | Access Shop |
End Technician Shift | End Technician Shift |
Access Tool Checkout | Access Tool Checkout (Read Only) |
Access Shop Management Features | Access Shop Management Features (Read Only) |
View Assign Jobs | View Assign Jobs (Read Only) |
Edit Assign Jobs | Edit Assign Jobs |
Allow Employee Time Override in Shop | Allow Employee Time Override in Shop |
Edit Technician Inspections | Edit Existing Technician Inspections |
Access Technician Inspections | Access Existing Technician Inspections (Read Only) |
Scheduler View | |
Edit Scheduler View | Edit Shop Scheduler View |
Vehicles (Assets) | |
View Vehicles | View Existing Vehicles (Asset Files) (Read Only) |
Update Vehicles | Update Existing Vehicles (Asset Files) |
Delete Vehicles | Delete Existing Vehicles (Asset Files) |
Allow Meter Override | Allow Meter Override |
Update Vehicle Meters | Update Vehicle Meters |
Update Vehicle Status | Update Vehicle Status |
Asset Custom Fields | |
View Asset Custom Fields | View Asset Custom Fields (Read Only) |
Access Department Information | Access Department Information (Read Only) |
Delete Asset Custom Fields | Delete Existing Asset Custom Fields |
Edit Department | Edit Existing Department Files |
Edit Asset Custom Fields | Edit Existing Asset Custom Fields |
Delete Department | Delete Existing Department |
Add Asset Custom Fields | Add New Asset Custom Fields |
Create Department | Create a New Department File |
Mechanic Vehicle Inspections | |
Delete Inspection from Work Order Line | Delete Inspection from Work Order Line |
Purchasing | |
Purchase Orders | |
Access POs | Access Purchase Orders (Read Only) |
Allow Reverse PO Receipts | Allow Reverse PO Receipts |
Add Purchase Orders | Add New Purchase Orders |
Delete Purchase Orders | Delete Existing Purchase Orders |
Receive Parts | Receive Parts |
Edit Purchase Orders | Edit Existing Purchase Orders |
Receive Quick Purchase Orders | Receive Quick Purchase Orders |
Order Non-file Parts | Order Non-file/ Non-Inventory Parts |
Accidents | |
View Accidents | View Existing Accidents (Read Only) |
Remove Accidents | Remove Existing Accidents |
Edit Accidents | Edit Existing Accidents |
Add Accidents | Add New Accidents |
Motor Pool | |
Manage Reservation Rates | Manage Reservation Rates |
Service Requests | |
Create WO from Service Request | Create WO from Service Request |
Close Service Requests | Close Service Requests |
Schedule Service Requests | Schedule New Service Requests |
Access Service Requests | Access Existing Service Requests |
Flat Rates | |
Delete Flat Rates | Delete Existing Flat Rates |
Access Flat Rates | Access Existing Flat Rates (Read Only) |
Create Flat Rates | Create New Flat Rates |
Edit Flat Rates | Edit Existing Flat Rates |
Tires/Brakes | |
Axle Set Up | Create a New Axle Set Up |
Submit Tire Inspections | Submit Tire Inspections |
Submit Brake Inspections | Submit Brake Inspections |
Brake Set Up | Create a New Brake Set Up |
Asset System Codes | |
Create Asset System Codes | Create New Asset System Codes |
Delete Asset System Codes | Delete Existing Asset System Codes |
View Asset System Codes | View Asset System Codes (Read Only) |
Edit Asset System Codes | Edit Existing Asset System Codes |
Shift | |
View Shift | View Technician Shift |
Manage Shift | Manage Technician Shift |
Tools | |
Check In Tools | Check In Tools |
Check Out Tools | Check Out Tools |
Update Tools | Update Existing Tools |
Add Tools | Add New Tools |
Check Out Tools for Other Users | Check Out Tools for Other Users |
Delete Tools | Delete Existing Tools |
Imports | |
Export Utilities | Export Utilities |
Access Imports | Access Imports |
Equipment | Equipment Maintenance |
Delete Equipment | Delete Existing Equipment |
Edit Equipment | Edit Existing Equipment |
Delete Service Reminder | Delete Service Reminder |
Mount Equipment | Mount Existing Equipment |
Service Equipment | Add Service Records/ Information |
Dismount Equipment | Dismount Mounted Equipment |
View Equipment | View Equipment (Read Only) |
Add Equipment | Add New Equipment |
Create Service Reminder | Create Service Reminder |
Custom Reports | |
View Custom Reports | View Existing Custom Reports (Read Only) |
Delete Custom Reports | Delete Existing Custom Reports |
Add Custom Reports | Add new Custome Reports |
Legacy Reports | |
View Legacy Reports | View Legacy Reports |
Fueling | |
Edit Tanks | Edit Existing Tanks |
Edit Pump Meter Readings | Edit Pump Meter Readings |
Delete Tanks | Delete Existing Tanks |
Receive Fuel Deliveries | Receive Fuel Deliveries |
Edit Stick Readings | Edit Stick Readings |
View Pumps | View Existing Pumps (Read Only) |
Edit Pumps | Edit Existing Pumps |
Add Pumps | Add New Pumps |
View Tanks | View Existing Tanks (Read Only) |
Add Tanks | Add New Tanks |
Delete Pumps | Delete Existing Pumps |