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

...

Access Right

...

Admin

...

Facility Admin

...

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

Access Areas

Parts Manager

Report Admin

Data Admin

Parts Technician

Lead Technician

Technician

Data Admin

Fleet Coordinator

User AdminShop Manager

Report AdminReport User

Parts Manager

Parts Technician

Driver

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 Flet 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 InspectionsUser Admin

Admin

Facility Admin

Admin

X

Groups

X

Edit Groups

X

Delete Groups

X

Access Groups

X

Add Groups

X

Users

X

Add Users

X

Delete Users

X

Access Users

X

Manage Licensing

X

Edit Users

X

X

Access Reset Password Options

X

X

X

Integration

X

Add Integrations

X

Delete Integrations

X

Access Integrations

X

Edit Integrations

X

Report Writer

X

X

X

Create Standard Reports

X

X

X

X

Created Advanced Reports

X

X

X

Create Express Reports

X

X

X

X

Access Adhoc Report Writer

X

X

X

X

Fleet Success

X

X

FSS View Summary Charts

X

X

FSS View Tabular Charts

X

X

FSS Edit Settings

X

X

Master/Setup

X

Facilities

X

Access Facility Information

X

X

X

X

X

Edit Facilities

X

X

Delete Facilities

X

Add Facilities

X

Configurations

X

Manage Configurations

X

Parts

X

X

Parts Management

X

X

X

X

X

X

 

 

 

 

 

 

 

 

View Vehicle Inspections

Add Parts

X

X

X

X

X

X

X

 

 

 

 

 

 

 

Access

Paperless Shop

Parts

X

X

X

X

X

X

 

X

 

X

 

Delete Parts

 

 

 

 

Override Paperless Shop

X

 

X

X

X

X

X

X

 

 

 

 

 

 

 

 

Add Parts

Edit Part Vendors

X

X

X

X

X

 

 

 

 

 

X

X

 

Delete PartsInventory

X

X

X

X

 

 

 

 

 

 

Add Part Qty

X

X

 

Update Parts

X

X

X

Access Part Tag Options

X

X

 

 

 

 

 

X

X

 

View Parts

Edit Part Qty

X

X

X

X

X

Edit Alt Part #

X

X

 

 

 

 

X

X

 

Edit

User Password

Price Parts

X

 

X

X

 

 

X

X

 

 

 

 

 

 

 

View Purchase Orders

X

X

 

 

 

 

 

 

 

 Fuel Management

X

X

X

X

X

 

Add Quick

Enter Fuel Transactions

X

X

X

X

X

 

X

 

 

 

 

 

X

View Quick

Access Fuel Entry

X

 

X

X

X

X

 Work Orders

X

 

 

 

 

 

 

Create RTA Web Reports

Work Order Management

X

X

 

 

 

 

 

 

Access Work Orders

X

X

X

 

 

 

View Advanced Reports

X

X

 

 

 

 

 

 

X

 

 

 

 

View Standard Reports

X

X

 

 

 

 

 

 

Edit Work Orders

X

X

X

 

 

 

View Reports

X

X

 

 

 

 

 

 

Create Work Orders

X

X

 

 

 

Add User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

Edit User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

View User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

View Shifts

X

Delete Work Order Lines

X

X

X

X

X

 

 

 

 

 

 

 

 

View Technician Jobs

Edit Work Order Notes

X

X

X

X

X

X

 

 

 

 

 

 

 

Edit Tool Checkout

Edit Closed Work Order Lines

X

 

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

Reopen Closed Work Order Lines

X

X

Delete Work Orders

X

X

X

Reopen Closed Work Orders

X

X

X

Edit Work Order Meter

X

X

X

X

X

Add Work Order Lines

X

X

X

X

X

Change Vehicle Facility

X

X

X

X

Close Work Order Lines

X

X

X

X

X

Plan Work Order Lines

X

X

X

X

X

 

 

 

 

 

Close Work Orders

X

X

X

 

Add Work OrdersWork Order Audit Management

X

X

X

X

X

X

 

 

 

 

 

 

 

Add

Access Audit Work Order

Lines

Info

X

 

X

X

X

X

 

X

 

 

 

 

 

 

Edit Audit Purchase Order

Audit

Number

X

 

X

X

 

X

 

 

 

 

X

X

 

View Work Order AuditPosting

X

 

X

X

X

 

Post Parts

X

 

X

 

X

 

 

X

X

X

 

Close Work Orders

Post Miscellaneous

X

X

 

X

X

X

 

X

 

Post Outside Tires

 

X

 

X

 

X

 

X

 

Post Labor

 

X

 

Close Work Order Lines

X

X

X

Post Outside Parts

X

X

X

X

 

X

 

 

 

 

 

 

 

Defer Work Order Lines

X

Reverse Work Order Posting

X

X

X

X

X

 

 

 

 

 

 

 

 

Delete Work Orders

X

Post Non-File Parts

X

X

X

X

X

X

Post Outside Labor

X

X

X

X

 

 

 

 

 

 

 

 

 

Edit Work Orders

Post Warranty Credits

X

X

X

X

X

X

 

 

 

 

 

 

 

 

Edit Closed Work Order Lines

Edit Estimated Hours

X

 

X

X

X

 

Post Tires

 

X

 

X

 

X

 

X

 Templates 

X

 

 

Edit Work Order Labor

X

X

 

X

X

X

 

 

 

 

 

 

 

 

Manage

Access Template Work Orders

X

X

X

X 

X

 

X

 Driver Reports 

X

 

X

 

Edit Driver Reports

 

X

 

X

 

Edit Work Order Meter

X

Add Driver Reports

X

 

X

X

X

X

 

Access Driver Reports

X

 

 

 

 

 

 

Edit Work Order Notes

X

 

X

X

X

X

 

Delete Driver Reports

 

X

 

X

 Shop 

Shop Management 

Access Shop

 

Post Work Order Labor

X

X

X

 

X

X

X

 

 

 

 

 

 

 

 

Post Work Order Misc

X

 

End Technician Shift

X

X

X

X

 

Access Tool Checkout

 

 

 

 

X

X

X

X

 

Post Work Order Non-File Parts

Access Shop Management Features

X

 

X

X

X

 

View Assign Jobs

 

X

 

Edit Assign Jobs

 

 

X

Allow Employee Time Override in Shop

X

X

 

Post Work Order Outside Labor

X

X

 

Edit Technician Inspections

X

X

X

 

X

 

X

 

Access Technician Inspections

 

X

 

X

 

X

 

 

Post Work Order Outside Parts

X

X

X

 Vehicles

X

X

X

 

X

 

View Vehicles

 

X

 

X

 

X

X

X

 

Post Work Order Outside Tires

X

 

Update Vehicles

X

X

X

 

 

 

 

 

 

 

 

Post Work Order Parts

X

 

Update Vehicle Meters

X

X

X

 

 

 

 

 

X

X

 

Reverse Work Order Part Postings

Update Vehicle Status

X

 

X

X

X

 Purchasing

 

 

 

 

X

X

X

 

Post Work Order Tires

X

 Purchase Orders

X

X

X

 

 

 

 

 

 

 

 

Post Work Order Warranty Credits

X

 

Access POs

X

X

X

 

 

 

 

 

X

X

 

Reopen Work Orders

X

 

X

X

 

 

 

 

 

 

 

 

 

Reopen Work Order Lines

Allow Reverse PO Receipts

X

X

X

X

X

 

 

 

 

 

 

 

 

 

Restore Work Order Lines

Add Purchase Orders

X

X

 

X

X

 

 

 

 

 

 

 

 

Edit Work Order Templates

Delete Purchase Orders

X

 

X

X

X

X

Receive Parts

X

 

 

 

 

 

 

Change Work Order Facility

X

 

X

X

X

 

 

 

 

 

 

 

 

View Work

Edit Purchase Orders

X

X

X

X

Receive Quick Purchase Orders

X

X

X

 

 

 

 

X

 

Void Work Order Lines

Order Non-file Parts

X

X

X

X

X