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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

Parts Manager

Report Admin

Facility Data Admin

Shop ManagerParts Technician

Lead Technician

Technician

Data Admin

Fleet Coordinator

Shop Manager

Report User AdminReport Admin

Driver

Report User Admin

Parts Manager

Parts Technician

Driver

Admin

GroupsAdmin

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

Report Writer

Create Standard Reports

Created Advanced Reports

Create Express Reports

Access Adhoc X

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

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

Add

Facility

Parts

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

X

Access Parts

X

X

X

X

X

X

X

X

Delete Parts

X

X

X

X

X

X

Edit Part Vendors

X

X

X

X

X

X

X

Inventory

X

X

X

X

Add Part Qty

X

X

X

X

Access Part Tag Options

X

X

X

X

Edit Part Qty

X

X

X

X

Edit Alt Part #

X

X

X

X

Edit Price Parts

X

X

X

X

X

Fuel Management

X

X

X

X

X

 

 

 

 

 

 

 

 

View Vehicle Inspections

Enter Fuel Transactions

X

X

X

X

X

X

X

 

 

 

 

 

 

 

Access

Paperless Shop

Fuel Entry

X

X

X

X

X

Work Orders

X

 

 

 

 

 

 

 

Override Paperless ShopWork Order Management

X

X

 

Access Work Orders

X

X

X

 

 

 

 

 

 

 

 

Add Parts

X

X

X

X

X

 

 

 

 

 

Edit Work Orders

X

X

 

Delete Parts

X

X

X

X

 

 

 

 

 

 

Create Work Orders

X

X

 

Update Parts

X

X

X

X

Delete Work Order Lines

X

 

 

 

 

 

X

X

 

View Parts

X

X

X

Edit Work Order Notes

X

X

X

 

 

 

 

X

X

 

Edit

User Password

Closed Work Order Lines

X

 

X

X

 

 

Reopen Closed Work Order Lines

X

X

 

 

 

 

 

 

 

View Purchase

Delete Work Orders

X

X

 

 

 

 

 

 

 

 

X

Reopen Closed Work Orders

X

X

 

Add Quick Fuel

X

X

Edit Work Order Meter

X

X

X

 

X

 

 

 

 

 

X

View Quick Fuel

Add Work Order Lines

X

 

X

X

X

 

X

 

 

 

 

 

 

Create RTA Web Reports

X

Change Vehicle Facility

X

X

 

 

 

 

 

 

X

X

 

 

 

View Advanced Reports

Close Work Order Lines

X

X

 

 

 

 

 

 

X

 

 

 

 

View Standard Reports

X

X

 

 

 

 

 

 

X

X

 

 

 

View Reports

Plan Work Order Lines

X

X

X

 

 

 

 

 

 

X

X

 

 

 

Add User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

Edit User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

View User Roles

X

 

 

 

 

 

 

 

 

 

 

 

 

View Shifts

Close Work Orders

X

X

X

Work Order Audit Management

X

X

X

X

X

X

 

 

 

 

 

 

 

 

View Technician Jobs

Access Audit Work Order Info

X

X

X

X

X

X

 

 

 

 

 

 

 

Edit Tool Checkout

Edit Audit Purchase Order Number

X

 

X

X

X

X

 

 

 

 

 

 

 

 

Add Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Delete Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Manage Users

X

 

 

 

 

 

 

X

 

 

 

 

 

View Users

X

 

 

 

 

 

 

 

 

 

 

 

 

Update Vehicles

X

Work Order Posting

X

X

X

X

Post Parts

X

X

 

X

X

 

 

 

 

 

 

 

 

Update Vehicle Odometer

X

X

 

Post Miscellaneous

X

X

 

 

 

 

 

 

 

X

Update Vehicle Status

X

X

X

X

 

Post Outside Tires

X

X

 

 

 

 

 

 

 

 

View Vehicles

X

X

 

Post Labor

X

X

 

 

 

 

 

 

 

X

Edit Vehicles

X

X

X

Post Outside Parts

X

X

X

X

 

 

 

 

 

X

X

 

Add Work Orders

Reverse Work Order Posting

X

X

X

X

X

X

 

 

 

 

 

 

 

Add Work Order Lines

Post Non-File Parts

X

X

X

 

X

X

X

 

Post Outside Labor

X

 

 

 

 

 

 

Edit Purchase Order Audit

X

 

X

X

 

Post Warranty Credits

X

 

 

 

 

X

X

 

View Work Order Audit

X

 

X

X

 

Edit Estimated Hours

X

 

 

 

 

X

X

 

Close Work Orders

X

 

Post Tires

X

X

 

 

 

 

 

 

 

 

 

Close Work Order Lines

X

X

XTemplates

X

X

 

 

 

 

 

 

 

 

Defer Work Order Lines

X

X

X

X

X

 

 

 

 

 

 

 

 

Delete

Access Template Work Orders

X

X

X

X 

 

 

 

 

 

 

 

 

Edit Work Orders

X

X

XDriver Reports

X

X

 

 

 

 

 

 

 

 

Edit Closed Work Order Lines

Edit Driver Reports

X

 

X

X

 

 

 

 

 

 

 

 

 

Edit Work Order Labor

X

 

Add Driver Reports

X

X

X

X

X

 

Access Driver Reports

 

 

 

 

 

 

 

Manage Work Orders

X

X

X

X

X

X

 

Delete Driver Reports

 

X

 

X

 Shop 

Shop Management 

Access Shop

 

 

 

Edit Work Order Meter

X

X

X

 

X

X

X

 

End Technician Shift

X

 

 

 

 

 

 

Edit Work Order Notes

X

X

X

 

Access Tool Checkout

X

X

X

X

 

 

 

 

 

 

 

Post Work Order Labor

X

 

Access Shop Management Features

X

X

X

X

 

View Assign Jobs

 

X

 

Edit Assign Jobs

 

 

 

 

 

Post Work Order Misc

X

 

X

Allow Employee Time Override in Shop

X

X

X

X

 

Edit Technician Inspections

 

X

 

 

X

 

X

X

 

Post Work Order Non-File Parts

X

 

Access Technician Inspections

X

X

X

 

 

 

 

 

X

X

 

Post Work Order Outside Labor

X

 Vehicles

X

X

X

 

 

 

 

 

 

 

 

Post Work Order Outside Parts

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

X

 

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