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 |
|
|
|
|
|
|
|
|