There are moments when Account Admins may need to create custom Roles for users to operate in a business specific capacity for their company. A consolidated list can be found below to provide greater clarity around Role Permissions and what allowance they provide when creating custom Roles.
73 TOTAL
Admin Account
Modify account settings, integrations and billing information
Admin Attachments
Create, edit or delete any attachments
Admin Comments
Edit or delete any comments attached to anything in your account
Admin Companies
Full read/write access for all companies in your account
Admin Contacts
Full read/write access for all contacts in your account
Admin Contracts
Full read/write access for all contracts in your account
Admin Deficiencies
Full read/write access for all deficiencies in your account
Admin Invoices
Full read/write access for all invoices in your account
Admin Item List
Create and edit items on the item list
Admin Job Clock Events
Add, remove, and edit clock events on a job
Admin Jobs
View, edit, or perform workflows on any job in the system
Admin Locations
Full read/write access for all locations and offices in your account
Admin Quote Templates
Create and edit global and company-specific quote templates
Admin Service Line Assignments
Modify service line assignments at all locations
Admin Service Templates
Create and edit service templates in your account
Admin User Roles
Create user roles and modify the permissions that each one has
Admin Users
View, edit, change passwords, and set permissions for all users in your account
Bulk Create/Schedule Jobs
Bulk create and schedule jobs using scheduler, service opportunity creator and dispatch board
Bulk Export Company Data
Can bulk export company (customer and vendor) data to other formats like CSV
Bulk Export Contract Data
Can bulk export contract data to other formats like CSV
Bulk Export Deficiency Data
Can bulk export deficiency data to other formats like CSV
Bulk Export Invoice Data
Can bulk export invoice data to other formats like CSV
Bulk Export Item List
Can bulk export item list data to other formats like CSV
Bulk Export Job Data
Can bulk export job data to other formats like CSV
Bulk Export Location Data
Can bulk export location and asset data to other formats like CSV
Bulk Export Quote Data
Can bulk export quote data to other formats like CSV
Bulk Export User Data
Can bulk export user data to other formats like CSV
Clock In and Out
Clock in and out of jobs
Create Locations for My Company
Create new locations for your company
Create Locations for Other Companies
Create new locations for other companies to which you have access
Create a New Company
Create a new customer or vendor company in your account
Delete Companies
Can delete any customer and vendor companies that have no data attached
Delete Locations
Can delete any locations, including offices, that have no data attached
Edit Appointments
View, update, and edit appointments
Edit Assets
Create, update and edit assets for a location
Edit Contacts
Edit contacts and create new ones
Edit Contracts
List, create, and edit contracts
Edit Deficiencies
Edit and manage deficiencies at a location
Edit Location Info for My Company
Edit your own company location information
Edit Location Info for Other Company
Edit location information for other companies
Edit My Company Info
Edit your own company information
Edit Other Company Info
Edit information for other companies (customers and vendors) in your account
Edit Quotes
Edit any quote assigned to the user's company
Edit Service Assignments
Modify your company's service assignments to vendors at each location
Edit Service Self-Assignments
Indicate which service lines your company serves at a location
Edit Tags
Can add or remove existing tags
Edit Users
View, edit, change passwords, and set permissions only for users belonging to your company
Manage Blank Paperwork
Create, edit or delete blank paperwork and define when they apply
Manage External IDs
Can manage external system IDs
Manage Invoices
Create, edit, and send invoices for your jobs
Manage Jobs
Manage defining, assigning, canceling, copying jobs, and modifying their job items. Allows users to search for Jobs they aren't assigned to as a tech.
Manage Quote Templates
Manage quote templates for the user's company
Manage Tags
Can manage tags
Modify Job Items as a Tech
Can modify job items if assigned as a tech to that job
Modify Services On My Jobs
Modify the services on jobs where you are assigned as a tech
Perform a Job as a Tech
Can be assigned as a tech to a job or appointment
Report Deficiencies
Report and update deficiencies at a location
Request Quotes
Request or create a new quote
Schedule Jobs at My Location
Create and schedule jobs at locations where you are a preferred technician for a recurring service
Schedule My Jobs
Schedule jobs where you are assigned as a tech
See Estimated Job Prices
Can see estimated prices on a job's services
View All Invoices
View all invoices in your account
View Contracts
View any contract of which your company is a party
View Invoices for My Company’s Jobs
View individual invoices for jobs for which your company is the vendor or the customer
View Location Info for My Company
View information about your company's locations
View Location Info for Other Companies
View assets and other information about locations for other companies
View Other Companies
View information about other companies (customers and vendors)
View Quotes
View any quote assigned to the user's company
View Tags
Can view existing tags
View Users
View user information
View and Edit Labor Item Costs
Can see and edit costs on job and quote labor items only. Does not work unless 'View and Edit Non-Labor Item Costs' is also granted.
View and Edit Non-Labor Item Costs
Can see and edit costs on all job and quote items, except labor items. 'View and Edit Labor Item Costs' is also required to see and edit labor item costs.
View, List, and Search Jobs
View, list, and search for jobs
View, List, and Search Other Techs’ Jobs
As a tech, view, list, and search for jobs assigned to techs other than yourself