User Access Details
VIEW ORDER
Can access Order Details page.
Can download technician copy.
Can see Order Edit History.
Can also search orders.
Can view, copy link and print estimate and invoice pdf.
CREATE ORDER
All the accesses provided in VIEW ORDER role
Can create order.
Can create/edit checklists.
Can customise job cards/checklists (master).
Can access Garage Tags (master).
Can access Garage Packages (master).
Can also access appointments and can only confirm the appointments not reschedule and cancel; Can also convert the appointment to repair order.
EDIT ORDER
All the accesses provided in VIEW ORDER and CREATE ORDER role
Can Edit Order.
CANCEL ORDER
Can Cancel Order.
VIEW INVOICE
Can access Order Details page.
Can download technician copy.
Can see Order Edit History.
Can also search orders.
Can view, copy link and print estimate and invoice pdf.
CREATE INVOICE
All the accesses provided in VIEW INVOICE role
Can create the invoice.
Can create Counter Sale.
Can create/edit checklists.
Can also set a reminder.
EDIT INVOICE
All the accesses provided in VIEW INVOICE and CREATE INVOICE role.
Can edit invoice.
VIEW INVENTORY
Can view the Inventory Screen.
Can view Inventory alerts.
Can view the service and parts master.
CREATE INVENTORY
All the accesses provided in VIEW INVENTORY role
Can create Purchase Order
Can Stock in
Can add the stock items.
Can add new services and parts (master).
EDIT INVENTORY
All the accesses provided in VIEW INVENTORY and CREATE INVENTORY role.
Can edit Purchase Order
Can edit stock.
Can edit new services and parts (master).
VIEW SERVICE AND PARTS (master)
Can view the service and parts master.
CREATE SERVICE AND PARTS (master)
All the accesses provided in VIEW SERVICE AND PARTS role.
Can add new services and parts (master).
EDIT SERVICE AND PARTS (master)
All the accesses provided in VIEW SERVICE AND PARTS and CREATE SERVICE AND PARTS role.
Can edit new services and parts (master).
PAYMENT
Can receive payments.
Can Send Payment due reminder and payment link.
ACCOUNTS
Can fully manage the Accounts.
PARTS APPROVAL
Can view inventory, manage parts approval process.
Can create purchase order.
PRICE VIEW RESTRICTED
Can restrict user from viewing price history
PURCHASE ORDER APPROVAL
Can approve purchase order.
SHIFT SUPERVISOR
Can manage shift of all user.
GROUP TECHNICIAN
Allow multiple technicians to clock-in single system using passcode.
PRICE EDIT RESTRICTED
Stop user from editing discount,price and quantity in repair order.
Module based access control
CUSTOMERS (Module)
Can view/manage customer module.
VENDORS (Module)
Can view/manage vendors module.
REMINDERS (Module)
Can view/manage reminders & Insurance due modules.
FEEDBACKS (Module)
Can view/manage feedback module.
REPORTS (Module)
Can view/manage reports module.
TECHNICIAN(Module)
Can work on the actual jobs or repairs and can perform time-in and time-out.
JOB CONTROLLER (Module)
Can assign jobs to technician and manage timesheets.
Updated on: 06/12/2021
Thank you!