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.
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Updated on: 29/08/2024
Thank you!