Hosted User Permission Roles: Access Chart

Created by Dallin Dastrup
Last updated: Jun 27, 2022 by Enoch Poston

When SaaS Users are created (https://rtafleet.atlassian.net/wiki/spaces/HK/pages/1798406145 ) on RTA Web, their user profile requests a “Role”. Below is a breakdown chart of those role permissions. Multiple roles can be assigned to a single user as needed.

Access Right

Admin

Facility Admin

Shop Manager

Lead Technician

Technician

Data Admin

Fleet Coordinator

User Admin

Report Admin

Report 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 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