RTA Web - User Groups Access Charts

Owned by Dallin Dastrup

Last updated: Feb 27, 2023 by Kim Dyer

1 min read

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

Data Admin

Parts Technician

Lead Technician

Technician

Fleet Coordinator

Shop Manager

Report User

Driver

User 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

Add Parts

X

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

Enter Fuel Transactions

X

X

X

X

X

X

X

Access Fuel Entry

X

X

X

X

X

Work Orders

X

Work Order Management

X

X

Access Work Orders

X

X

X

X

X

X

X

X

Edit Work Orders

X

X

X

X

X

Create Work Orders

X

X

X

X

X

Delete Work Order Lines

X

X

X

X

X

Edit Work Order Notes

X

X

X

X

X

Edit Closed Work Order Lines

X

X

X

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

Work Order Audit Management

X

X

X

X

X

X

Access Audit Work Order Info

X

X

X

X

X

X

Edit Audit Purchase Order Number

X

X

X

X

X

X

Work Order Posting

X

X

X

X

Post Parts

X

X

X

X

X

X

Post Miscellaneous

X

X

X

X

X

X

Post Outside Tires

X

X

X

X

Post Labor

X

X

X

X

Post Outside Parts

X

X

X

X

X

X

Reverse Work Order Posting

X

X

X

X

X

X

Post Non-File Parts

X

X

X

X

X

X

Post Outside Labor

X

X

X

X

Post Warranty Credits

X

X

X

X

X

X

Edit Estimated Hours

X

X

X

X

Post Tires

X

X

X

X

Templates

X

X

X

X

X

X

Access Template Work Orders

X

X

X

X

X

X

Driver Reports

X

X

Edit Driver Reports

X

X

X

Add Driver Reports

X

X

X

X

X

Access Driver Reports

X

X

X

X

X

X

Delete Driver Reports

X

X

Shop

Shop Management

Access Shop

X

X

X

X

X

X

End Technician Shift

X

X

X

X

Access Tool Checkout

X

X

X

X

Access Shop Management Features

X

X

X

X

View Assign Jobs

X

Edit Assign Jobs

X

Allow Employee Time Override in Shop

X

X

X

X

Edit Technician Inspections

X

X

X

X

X

Access Technician Inspections

X

X

X

X

X

X

Vehicles

X

X

X

X

View Vehicles

X

X

X

X

X

X

Update Vehicles

X

X

X

X

Update Vehicle Meters

X

X

X

X

X

Update Vehicle Status

X

X

X

X

Purchasing

X

X

X

X

Purchase Orders

X

X

X

X

Access POs

X

X

X

X

X

X

X

X

Allow Reverse PO Receipts

X

X

X

X

X

Add Purchase Orders

X

X

X

X

Delete Purchase Orders

X

X

X

X

Receive Parts

X

X

X

X

X

Edit Purchase Orders

X

X

X

X

Receive Quick Purchase Orders

X

X

X

X

Order Non-file Parts

X

X

X

X

X