User Group Permission Definitions

User Group Permission Definitions


Alert
We're going through some changes! As we continue to make improvements to our software, we are changing how our permission options affect end users. Because of this, you may notice that some permissions are listed as not in use. Thank you for your patience as we work on updating our user experience!

811

Checkbox

Permission

Add

Allows user to create a new 811 ticket record.

Cancel

Allows user to change 811 ticket status to "Cancel" if "Modify" permission is also granted.

Close

Allows user to change 811 ticket status to "Close" if "Modify" permission is also granted.

Complete

Allows user to change 811 ticket status to "Complete" if "Modify" permission is also granted.

Delete

Allows user to delete a 811 ticket record.

Modify

Allows user to edit existing 811 tickets.

Open

Allows user to change 811 ticket status to "Open" if "Modify" permission is also granted.

Reopen

Allows user to reopen an 811 ticket once it has been "Closed" or "Cancelled" if "Modify" permission is also granted.

Search

Allows user to view the search feature options in the 811 module.

Update Multiple

Allows user to use the "Multiple Edit" function in the 811 module.

Upload Files

Allows user to add and view attachments on 811 ticket records. 

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.

View

Allows user to access the 811 ticket module.


Purchase Requisition (Agreement)

Checkbox

Permission

Add

Allows user to create a new Purchase Requisition record for Agreements.

Complete

Allows user to complete a Purchase Requisition record for agreements.

Delete

Allows user to delete a Purchase Requisition record for agreements.

Modify

Allows user to edit a Purchase Requisition record for agreements.

Reject

Allows user to reject a Purchase requisition for agreements. With this permission, users can reject Purchase Requisitions even if the they are not listed as the designated approver. 

Search

Allows user to use the search sidebar within the Agreements section in the Purchase Requisition module.

Upload Files

Allows user to view and add attachments to a Purchase Requisition record. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.

View

Allows user to view the Agreement Purchase Requisition section in the Purchase Requisition module.

Agreement

Checkbox

Permission

Add

Allows user to create a new agreement record

Delete

Allows user to delete an agreement record.

Manage Access List

Allows user to edit agreement access list.

Modify

Allows user to edit an agreement record.

Search

Allows user to use the search sidebar within the agreement module.

Upload Files

Allows user to view and add attachments to an Agreement record. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.

View

Allows user to view the "Agreement" module.


AM Planning Wizard

Checkbox

Permission

Modify

Permission is not being used.

View

Allows user to access the "AM Planning Wizard" module.

Approval Route

Checkbox Permission
Add
Allows user to create a new approval route.
Delete Allows user to delete an existing approval route.
Modify Allows user to modify an existing approval route.
View Allows user to view approval routes in the backend settings.



Asset Inventory

Checkbox Permission
Add
Allows user to create a new asset from the user interface or by using the data import tool. Allows user to create child assets.

User can also view the following options under the "Action" dropdown:
  1. Add as Equipment
  2. Check In/Out
  3. Clone
  4. Additional Asset Info
**Note user will not be able to use the "Add as Equipment" feature for Asset Inventory unless the "Add" permission is given under the Equipment module as well.
Data Import
Allows user to use the asset inventory data import tools.

**Note user must also have the appropriate permissions to access the Data Import tool.
Delete Allows user to delete an asset record and allows user to delete attachments from an asset record. 

**Note: Delete permission must also be checked under "Document Library" for user to delete attachments from asset record.
Delete Attachment
Allows user to delete an attachment on an asset inventory record. 
Delete Meter Readings Allows user to delete a meter reading.
Modify Allows user to edit fields in the top zone of the asset record as well as any UDF fields (except GIS Attributes). Allows user to attach existing assets as child assets, attach items, attach vendors, and add meter readings to an asset record.
Refurbish Asset
Allows user to initiate the "Asset Refurbishment" workflow and see the "Refurbish Asset" button under the Action button on an asset record page.
Replace Asset
Allows user to initiate the "Asset Replacement" workflow and see the "Replace Asset" button under the Action button on an asset record page.
Reset Meter Allows user to reset meter reading.
Search Allows user to use the search sidebar within the Asset Inventory module and search for assets when adding assets to records (ex. Work Orders, PMs, etc.).
Update GIS Attributes Allows user to update GIS attributes on the asset record as long as the GIS administrator has allowed editing. 

**Note: The GIS attribute must also have the "Edit" box checked on the GIS layer page within NEXGEN and the layer must be a feature service.
Update Multiple Allows user to use the "Multiple Edit" tool within the Asset Inventory. Allows user to generate new (or add to existing) condition assessments, preventive maintenance, and work orders for multiple assets.
Upload Files Allows user to view and add attachments to an asset record. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View
Allows user to view the Asset Inventory icon on the NEXGEN dashboard sidebar. Allows users to view asset records if clicked from other records (ex. a work order).

** Note: User must have "Search" permission checked in order to search for asset records within the asset inventory.


Asset Plan

Checkbox Permission
Add Allows user to create a new class of assets from either the Asset Plan module or the Asset Inventory module.
Delete Allows user to delete attachments from the asset plan record if user also has Delete permission in Document Library.
Modify Allows user to edit Asset Plan details including the "Tasks" and items in right side panel.
Upload Files Allows user to add and view attachments on asset plan records

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view Asset Plan module and asset plan record for a class of assets. Allows user to leave a comment on the asset plan record.



Asset Process

Checkbox Permission
Add Allows user to create a new process for the asset inventory process tree.
Delete Allows user to delete an existing process from the asset inventory process tree.
Modify Allows user to edit an existing process in the asset inventory process tree.
View
Allows user to view the asset process tree in the asset inventory.


Auto Number Options

Checkbox Permission
Add Permission is not being used.
Delete Permission is not being used.
Modify Allows user to edit auto-numbering settings.
View Allows user to view the "Auto Number" module.


Backflow

Checkbox Permission
Add Allows user to add a new Backflow asset.
Delete Allows user to delete a Backflow Module record.
Modify Allows user to modify top information zone on an existing record.

** Note: User must have relevant Customer module permissions to associate a customer to a Backflow record.
Print Letters Allows user to use the "Print Letters" feature.
Search Allows user to access the search sidebar within the Backflow module.
Update Multiple Allows user to use the "Multiple Edit" tool in the Backflow module.
Upload Files
Allows user to add and view attachments on Backflow records. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view the Backflow module.


Budget

Checkbox Permission
Modify Allows user to enter a budget by location or department and project a budget over a span of years.
View Allows user to view the Budget module.

Chat

Checkbox Permission
Delete Message Allows user to delete messages from existing chats.
Pin Message Allows user to pin messages within the chat box.
Receive Message Allows user to receive messages via the chat feature.
Send File Allows user to send files via the chat feature.
Send Message
Allows user to send a message via the chat feature.


Company Details

Checkbox Permission
Add Permission is not being used.
Delete Permission is not being used.
Modify Allows user to modify the Company Details page in the Settings module.
View Allows user to view the Company Details page within the Settings module.



Company Options

Checkbox Permission
Add Permission is not being used.
Delete Permission is not being used.
Modify Allows user to modify company options in the Settings module.
View Allows user to view the Company Options page within the Settings module.




Condition Assessment


Checkbox Permission
Add Allows user to create a new condition assessment.

**Note: User must also have relevant Asset Inventory permissions to view assets.
Cancel
Allows user to change condition assessment status to "Cancel" if "Modify" permission is also checked.
Close Allows user to change condition assessment status to "Close" if "Modify" permission is also checked.
Complete
Allows user to change condition assessment status to "Complete" if "Modify" permission is also checked.
Delete Allows user to delete a condition assessment record and delete attachments.
Hold
Allows user to change condition assessment status to "Hold" if "Modify" permission is also checked.
Modify Allows user to update fields in the information zone for existing condition assessment records. 
Open
 Allows user to change status to "Open" if "Modify" permission is also given.
Reopen
Allows user to reopen a closed or cancelled condition assessment if "Modify" permission is also checked.
Search Allows user to use Search tools in module.
Update Multiple Allows user to use the "Multiple Edit" tool within the Condition Assessment module.
Upload Files Allows user to add and view attachments on Condition Assessment records. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view Condition Assessment module.


Contractor

Checkbox Permission
Add Allows user to create a new contractor record.
Data Import
Allows user to upload contractor records via the Data Import module.

**Note user must also have the appropriate permissions to access the Data Import tool.
Delete Allows user to delete a contractor record.
Modify Allows user to edit a contractor record.

**Note: User must have the "Access Contractor Portal" permission under the "Employee" section in order to view and edit contractor records that have been added to the contractor portal.
Search Allows user to use the search sidebar within the contractor module.
Update Multiple
Allows user to use the "Multiple Edit" tool in the Contractor module.
Upload Files Allows user to add and view attachments on contractor records.

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view contractor records.

**Note: User must have the "Access Contractor Portal" permission under the "Employee" section in order to view and edit contractor records that have been added to the contractor portal.


Crew

Checkbox Permission
Add Allows user to create a crew.
Delete Allows used to delete a crew record.
Modify Allows user to edit crew record details.
Search Allows user to view the search sidebar in the crew module.
Update Multiple Allows user to use "Multiple Edit" tool in the Crew module.
Upload Files Allows user to add and view attachments on crew records.

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view crew records in the crew module.


Customer

Checkbox Permission
Add Allows user to create new Customer records.
Data Import

Delete Allows user to delete Customer record.
Modify Allows user to modify existing Customer records.
Search Allows user to search for Customer records.
Update Multiple Allows user to use the "Multiple Edit" tool in the Customer module.
Upload Files Allows user to add and view attachments to Customer module.

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view the Customer module.


Cycle Count

Checkbox Permission
Add
Allows user to create new Cycle Count records.
Cancel Allows user to cancel cycle count records.
Close
Allows user to close cycle count records.
Complete
Allows user to complete cycle count records.
Delete
Allows user to delete cycle count records.
Hold
Allows user to hold cycle count records.
Modify
Allows user to edit cycle count records.
Open
Allows user to open cycle count records. 
Reconcile
Allows user to reconcile cycle count records.
Search
Allows user to search for cycle count records.
Show Stock Quantity
Allows user to see the stock quantity of items on a cycle count record.
Update Multiple
Allows user to use the multiple edit function.
Upload Files
Allows user to add attachments to a cycle count record.
View
Allows user to view the Cycle Count module. Prerequisite: Must have Warehouse "View" permission enabled.


Dashboard

Checkbox Permission
View Allows user to view the main dashboard.


Document Library

Checkbox Permission
Add Allows user to add a document or URL into the document library.
Delete Allows user to delete attachments in the document library and other modules.

**Note: User must also have the delete function on relevant modules to delete attachments on those records.
Search Allows user to use search tools in the Document Library module and when using the "Add from Library" attachment shortcut.
View Allows user to view the Document Library module.


Employee

Checkbox Permission
Access 311 Service Allows user to configure the 311 portal and view 311 portal settings.
Access Contractor Portal Allows user to view the Contractor Portal configuration settings and make edits.

**Note: Clients must have the Contractor Portal as a part of their NEXGEN scope in order to access the contractor portal.
Add Allows user to create an employee profile.
Add Back Up
Allows user to add a "Requisition Approval Backup" to an employee record.
Add Timeoff
Allows user to view employee "Time Off" Zone and to add time off to the employee record.
Delete Allows user to delete an employee profile.
Modify Allows user to make edits to the following zones on an employee profile:
  1. Work Schedule
  2. Important Information
  3. Employee Training
Return From Requisition Allows user to return items from the receiving module if user also has Receiving Module permissions.
Search Allows user to use the search bar to search/filter for employee records. A user must have the search permission in order to view inactive employee records.
Show Rates Allows user to view employee rates across modules. Users can also view contractor and equipment rates and can enter/adjust  employee, equipment, and contractor costs when adding resources to a work order.
Update BackUp
Allows user to make edits to an employee record's "Requisition Approval Backups" zone.
Update Multiple Allows user to use the "Multiple Edit" tool in the Employee module.
Upload Files
Allows user to and and view attachments on employee records.

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View
Allows user to view all employee profiles and leave comments on profiles. Also allows user to add resources (employees, equipment, contractors) to WOs/SRs.
View Shared Location



Equipment


Checkbox Permission
Add Allows user to create an equipment record.
Data Import

Delete Allows user to delete an equipment record.
Modify Allows user to make edits to an equipment record after saving.
Search Allows user to view and use the search sidebar in the equipment module.
Update Multiple Allows user to use the "Multiple Edit" tool within the Equipment Module.
Upload Files Allows user to add and view attachments on equipment records.

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view equipment records in the equipment module.


Flushing

Checkbox Permission
Add Allows user the option to create a new form.

**Note: User must have "View" and "Search" permissions for the "Asset Inventory" section since the "Asset" field is required when creating a flushing record.
Close Allows user to change status of flushing record to "Close" if "Modify" permission is also granted.
Delete Allows user to delete flushing records.
Modify
Allows user to update fields in the top zone of an existing flushing record. User can also change the status of the record to Review and can edit Asset UDFs from the flushing module record. 
Open Allows user to change the status of a flushing record to "Open" if "Modify" permission is also granted.
Reopen Allows user to reopen a closed flushing record if "Modify" and "Open" permission are also granted.
Search Allows user to view and use the search sidebar in the Flushing module.
Update Multiple Allows user to use the "Multiple Edit" function in the Flushing module.
Upload Files Allows user to view and upload files to a Flushing module record. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View
Allows user to view and access the Flushing module.


GIS

Checkbox Permission
Add Allows users to create a service request, work order, condition assessment, PM/PdM, and/or a form  for assets from the map.
Search Allows user to search for an address within the GIS module. This allows the user to view the "Search for Address" bar.
View Allows user to access the GIS module.



GIS Integration

Checkbox Permission
Add Allows user to add a group or layer in the GIS Integration module. User can also use the "Prepare" button with this permission.
Delete
Allows user to delete layers from the NEXGEN system.
Modify Allows user to edit GIS Integration configurations and make changes to layer settings. Allows user to "Sync" layers. Also allows user to query GIS data in the GIS module.

**Note: User must have "Update GIS Attributes" permission for Asset Inventory in order to make edits to GIS Asset Attributes.
View Allows user to view GIS Integration settings. Also allows user to view an asset's GIS attributes when using the identify tool in the GIS module.



Form

Checkbox Permission
Add Allows user to create a new Form record.

**Note: User must also have Asset Inventory "View" and "Search" permissions in order to save an asset based Form record since the asset field is mandatory.
Close Allows user to close a Form record if "Modify" permission is also granted.
Delete Allows user to delete a Form record as well as any attachments on the record.
Modify Allows user to make edits to a Form record.
Open
 Allows user to change the status of a Form to "Open" if "Modify" permission is also granted.

**Note: User must also have the "Modify" permission in order to change the status of the Form.
Search Allows user to view and use the search sidebar in the form module.
Update Multiple Allows user to use the "Multiple Edit" tool in the Form module.

**Note: User must also have the "Open" and "Close" permissions in order to open and close multiple work orders.
Upload Files Allows user to add and view attachments on a Form record.

** Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View Allows user to view and access Form module records.



Location

Checkbox Permission
Add Allows user to add a location to the asset inventory and warehouse inventory location trees.
Delete Allows user to delete a location from the asset inventory and warehouse inventory location trees.
Modify Allows user to modify existing locations in the Asset Inventory and Warehouse Inventory location tree side panels. Also allows users to move assets to new locations via the location tree.
Search Permission is not being used.
Update Multiple Permission is not being used.
Upload Files Permission is not being used.
View Permission is not being used.


Lookup Tables

Checkbox Permission
Add Allows user to add additional lookup values if "Modify" permission is also granted.
Delete Allows user to delete an existing lookup value.
Modify Allows user to make changes to existing lookup values.
Search Permission is not being used.
View Allows user to access and view Lookup Module.


Maps


Checkbox Permission
Add Permission is not being used.
View Permission is not being used.



Non-Stock Item Inventory


Checkbox Permission
Add Allows user to add a new non-stock item record to the Warehouse Inventory.
Delete Allows user to delete non-stock item records from the Warehouse Inventory.
Modify Allows user to edit non-stock item records.
Search Allows user to search for non-stock items within the warehouse inventory.
Update Multiple Allows user to use the "Multiple Edit" tool for non-stock items.
Upload Files Allows user to add and view attachments to non-stock item records.

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View Allows user to view non-stock item records and add non-stock item records to work orders.



Purchase Requisition (Non-Stock)

Checkbox Permission
Add Allows user to create a new Purchase Requisition record for non-stock items.
Complete Allows user to delete a Purchase Requisition record for non-stock items.
Delete Allows user to delete a Purchase Requisition record for non-stock items.
Modify Allows user to edit a Purchase Requisition record for agreements.
Reject Allows user to reject a Purchase requisition for non-stock items. With this permission, users can reject Purchase Requisitions even if the they are not listed as the designated approver. 
Search Allows user to use the search sidebar within the Non-Stock section in the Purchase Requisition module.
Upload Files
Allows user to view and add attachments to a Purchase Requisition record. 

**Note: User must have "View" permissions for the Document Library in order to add attachments from the Document Library.
View Allows user to view the Non-Stock Purchase Requisition section in the Purchase Requisition module.



Options


Checkbox Permission
Add Permission is not being used.
Delete Permission is not being used.
Modify Permission is not being used.
Search Permission is not being used.
Upload Files Permission is not being used.
View Permission is not being used.


Item Class


Checkbox Permission
Add Allows user to add an item category to the Warehouse Inventory navigation tree.
Delete Allows user to delete item categories from the navigation sidebar in the warehouse inventory.
Modify Allows user to edit item categories from the navigation sidebar in the warehouse inventory.
Search Permission is not being used.
Update Multiple Permission is not being used.
Upload Files Permission is not being used.
View Permission is not being used.



Inventory Requisition

Checkbox Permission
Add Allows user to create a new Inventory Requisition from the Inventory Requisition module. Organizations with Controlled Inventory will also need to give this permission to users that need to add items to Work Orders. The cart checkout feature will only be visible when this permission is given.

**Note: User must also have Store module permissions in order to create an inventory requisition.
Allow Picking Quantity Used to enable/disable IR's Picked Quantity input field. Also hides/shows pick from other location and hides/shows add to pick list.
Complete Allows user to mark an inventory requisition as complete.
Delete Allows user to delete an inventory requisition record.
Modify Allows user to issue items on an inventory requisition and edit the account number.
Reject Allows user to reject an inventory requisition even if the user is not the designated approver. 
Search Allows user to view and use the search sidebar within the Inventory Requisition module.
Upload Files Allows user to add and view attachments on inventory requisition records.

** Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View Allows user to view and access the inventory requisition module


Predictive Maintenance

Checkbox Permission
Add Allows user to create a predictive maintenance record.

**Note: User must also have appropriate Asset Inventory, Resource, and Warehouse Inventory permissions to add assets, resources, and items to the predictive maintenance record.
Delete Allows user to delete a predictive maintenance record.
Modify Allows user to edit a predictive maintenance record.
Search Allows user to view and use the search sidebar in the predictive maintenance module.
Update Multiple Allows user to use the "Multiple Edit" tool in the predictive maintenance module.
Upload Files Allows the user to add and view attachments on predictive maintenance records.

** Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View Allows user to view and access the predictive maintenance module.


Preventive Maintenance (PM)

Checkbox Permission
Add Allows user to create a preventive maintenance record.

**Note: User must also have appropriate Asset Inventory, Resource, and Warehouse Inventory permissions to add assets, resources, and items to the preventive maintenance record.
Add Dashboard
Allows user to add new dashboards for the preventive maintenance module.
Cancel Schedule
Not used.
Delete Allows user to delete a preventive maintenance record.
Delete Attachment
Allows user to delete an attachment.
Modify Allows user to edit a preventive maintenance record.
OEMPMBuilder
Allows user to view and use the NAMI PM builder, which generates checklists from uploaded OEM manuals using AI. Dependent on OEMPMBuilder company option being enabled.
Reset Schedule
Not used.
Search Allows user to view and use the search sidebar in the preventive maintenance module.
Update Multiple Allows the user to use the "Multiple Edit" tool in the Preventive Maintenance module.
Upload Files Allows the user to add and view attachments on preventive maintenance records.

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library
View Allows user to view and access the preventive maintenance module.
View Dashboard
Allows user to view the preventive maintenance dashboard.


Prioritization


Checkbox Permission
Add Allows user to add scenarios in the prioritization module.
Export Allows user to export the Life-Based or Risk-Based grid.
Modify Allows user to defer tasks, create, edit, and delete Capital Improvement Planning (CIP) scenarios. Allows user to select, create, or add to existing project.
View Allows user to view the Prioritization module.


Project

Checkbox Permission
Add Allows user to create a new project record or add a child project to an existing project record. 
Cancel
Allows user to cancel a project record.
Close
Allows user to close a project record.
Complete
Allows user to complete a project record.
Delete Allows user to delete a project record.
Hold
Allows user to put a problem in Hold.
Modify Allows user to edit a project record. 
Open
Allows user to open a project record.
Reopen Allows user to reopen a closed project record if the "Modify" permission is also granted.
Search Allows user to view and use the search sidebar in the Projects module.
Update Multiple Allows user to use the "Multiple Edit" button in the Projects module.
Upload Files Allows user to add and view attachments on project records.

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library
View Allows user to view the Projects module.


Purchase Order

Checkbox Permission
Add Allows user to create a purchase order from the purchase order module.

**Note: User must also have the "Modify" permission in order to add items to a PO record.
Cancel
Allows user to cancel a purchase order record.
Close
Allows user to close a purchase order record.
Complete
Allows user to complete a purchase order record.
Delete Allows user to delete a purchase order record.
Edit Item Cost Used to enable or disable cost input of stock items, non-stock items, and agreement items in Purchase Order, Also enables/disables item cost in the Receiving module and is used in external APIs where item costs are modified while receiving.
Hold
Allows user to put a purchase record in Hold.
Modify Allows user to edit a purchase order record.
Open
Allows user to open a purchase order record.
Reject
Allows user to reject a purchase order record.
Reopen Allows user to reopen a closed Purchase Order if "Modify" permission is also granted.
Search Allows user to view and use the search sidebar in the Purchase Order module.
Update Multiple Allows user to use "Multiple Edit" tool in the Purchase Order module.
Upload Files Allows user to add and view attachments on purchase order records.

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library
View Allows user to access purchase order module.


Purchase Requisition

Checkbox Permission
Add Allows user to create a new purchase requisition record.
Complete Allows user to complete a purchase requisition.
Delete
Allows user to delete a purchase requisition record.
Modify
Allows user to edit a purchase requisition record.
Reject
Allows user to reject a purchase requisition.
Search
Allows user to view and use the search functionality in the sidebar.
Upload Files
Allows user to upload attachments to a purchase requisition record.
View
Allows user to view the Purchase Requisition module.


R&R (Funding Module)


Checkbox Permission
Export Allows user to export funding details in excel or pdf format.
View Allows user to view the Funding module.


Receive Items

Checkbox Permission
Add Allows user to use the "+ Add Adjustment" button in the receiving module and receive items directly.
Delete Allows user to delete items that have already been received.
Modify Allows user to enter and save the number of items received.
Search Permission is not being used.
Upload Files Permission is not being used.
View Allows user to view received page for items from the Receiving module and from a Purchase Order record.


Reporting

Checkbox Permission
View Allows user to view the Performance Reports module and run reports. Users can also subscribe and favorite reports with this permission.
Add Adhoc Allows user to create adhoc reports.



Risk

Checkbox Permission
Modify Allows user to update the Asset Impact Index (AII) score for an asset.
View Allows user to view the risk profile for an asset or group of assets.


Scheduler

Checkbox Permission
Add Permission is not being used.
Auto Schedule

Delete Allows user to delete work order assignments from the Scheduler module.
Modify Allows user to modify existing work order assignments.
View Allows user to view the Scheduler module.

Search

Checkbox Permission
Add Permission is not being used.
Modify Permission is not being used.
View Permission is not being used.



Service Level

Checkbox Permission
View Permission is not being used.


Service Request

Checkbox Permission
Add Allows user to create a new service request record.
Add Dashboard
Allows user to add a custom ad hoc dashboard to the service request module. 
Cancel Allows user to change the status of a service request to "Cancel" if "Modify" permission is also granted.
Close Allows user to change the status of a service request to "Close" if "Modify" permission is also granted.
Complete

Allows user to change the status of a service request to "Complete" if "Modify" permission is also granted.
Data Import

Delete Allows user to delete a service request record.
Delete Attachment

Deny Permission is not being used.
Hold

Allows user to change the status of a service request to "Hold" if "Modify" permission is also granted.
Modify
Allows user to edit a service request record.
Open
Allows user to change the status of a service request to "Open" if "Modify" permission is also granted.
Reopen
Allows user to reopen a closed service request.
Search
Allows user to view and use the search sidebar in the Service Request module.
Update Multiple
Allows user to use the "Multiple Edit" button within the Service Request module.
Upload files
Allows user to add and view attachments on a service request record.

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library
View
Allows user to view and access the service request module.
View Dashboard
Allows user to view dashboards for the service request module. Also allows user to view service request information on the dashboard when logged in on mobile devices.


Setup Search

Checkbox Permission
Add Permission is not being used.
Delete Permission is not being used.
Modify Permission is not being used.
View Permission is not being used.

Store

Checkbox Permission
Add to Cart Allows user to add items to their cart and check out items.

** Note: User must also have Inventory Requisition "Add" permission to be able to checkout items from the Store module.
Search Allows user to search for items within the store module.
View Allows user to access the store module.



Timesheet

Checkbox Permission
Add Allows user to add time to a timesheet.
Delete Allows user to delete line items on a timesheet.
Modify Allows user to edit time on a timesheet.
Submit Allows user to submit time on a timesheet if "Add" permission is also granted.
Unsubmit Allows user to un-submit items on a timesheet.
View Allows user to view the timesheet module.
View All Employees Allows user to view all employee timesheets.

**Note: All employees that are not assigned to a department will by default have timesheets that are visible to all employees.


Training

Checkbox Permission
Add Allows user to create a new training record.
Delete Allows user to delete an existing training record.
Modify Allows user to edit training records.
Search Allows user to view and use the search sidebar in the Training module.
Upload Files Allows user to add and view attachments on training records. 

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library
View Allows user to view and access the Training module.



User Defined Fields

Checkbox Permission
Add Allows user to create new User Defined Fields (UDFs) in the UDF module.
Delete Allows user to delete UDFs.

** Note: Users will only be able to delete UDFs that are not associated with any records.
Modify Allows user to edit existing user defined fields within the UDF module.
View Allows user to view and access the UDF module.



Vendor

Checkbox Permission
Add Allows user to create a new vendor record.
Data Import

Delete Allows user to delete a vendor record.
Modify Allows user to edit a vendor record.
Search Allows user to see side search panel on vendor module.
Update Multiple Allows user to use the "Multiple Edit" tool.
Upload Files Allows user to add and view attachments on training records. 

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View Allows user to view vendor records in the Vendor module.



Warehouse

Checkbox Permission
Add Allows user to add a Warehouse to the navigation tree in the Warehouse Module AND add items to their warehouse inventory.
Delete Allows user to delete a Warehouse in the module.
Modify Allows user to edit Warehouse information, and sort/organize the navigation tree for both the location and category trees. User can also add items to Work Orders and add related items to item record.
Search Allows user to view the search sidebar in the Warehouse Inventory module.
Update Controlled Inventory

Update Multiple Permission is not being used.
Upload Files Permission is not being used.
View Allows user to access the Warehouse Inventory module.



Warehouse Inventory

Checkbox Permission
Add Allows user to create new stock item records and associate locations with an item.

**Note: User must have "Modify" permission to add an item record and "Add" permission in Warehouse to create a new item.
Allow Inventory Update Allows user to update stock quantities for items manually. Users can add positive and negative adjustments from the item instead of via a Purchase Order.
Data Import

Delete Allows user to delete items in the warehouse inventory.

**Note: User must have "Delete" permission in Warehouse module as well.
Modify Allows the user to edit item record.

**Note: User must also have "Modify" permission under Warehouse to edit an item's top zone.
Search Permission is not being used.
Transfer Item
Allows user to transfer an item from one location to another location.

**Note: User must also have "Modify" permission to transfer items from one location to another.
Update Multiple
Allows user to use the "Multiple Edit" function. 
Upload Files
Allows user to add and view attachments on item records. 

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View
Allows user to view and access the warehouse inventory module. User can also view the navigation buttons for Cycle Count, Inventory Reorder, and Receiving modules.


Workflow (Notifications)


Checkbox Permission
Add Allows user to add new custom notifications.
Delete Permission is not being used.
Modify Allows user to edit existing notifications.
View Allows user to view Notifications and Manage Notifications module. Also allows user to manage user group notification subscriptions.




Work Order

Checkbox Permission
Add Allows user to create a new Work Order record.
Add Dashboard
Allows user to add and modify dashboards in the Work Order module.
Cancel Allows user to change work order status to "Cancel" if "Modify" permission is also granted.
Close Allows user to change work order status to "Close" if "Modify" permission is also granted.
Complete Allows user to change work order status to "Complete" if "Modify" permission is also granted.
Data Import

Delete Allows user to delete a work order record.
Delete Attachment
Allows user to delete an attachment on a work order record.
Deny Permission is not being used.
Edit Start/End Timer

Hold Allows user to change work order status to "Hold" if "Modify" permission is also granted.
Modify Allows user to edit existing work order records.
Open Allows user to change work order status to "Open" if "Modify" permission is also granted.
Reopen
Allows user to reopen a work order once it has been "Closed" or "Cancelled" if "Modify" permission is also granted.
Revaluate Inventory
Not used.
Schedule
Allows user to view the Planner tab in the Work Order module board view.
Search
Allows user to view the search sidebar in the Work Order module.
Show Total Cost
Allows user to view the total cost of all items on a Work Order including: items, costs, and resources.
Split Cost
Used to show/hide WO asset zone's Attach Cost and View Cost buttons as well as the WO task zone's Add Cost and View Cost buttons.
Update Multiple
Allows user to use the "Multiple Edit" function.
Upload Files
Allows user to add and view attachments on work order records. 

**Note: User must also have "View" permission for Document Library in order to add attachments from the Document Library.
View
Allows user to access the work order module.
View Dashboard
Allows user to view custom dashboards in the Work Order module. Also allows user to view work order information on the dashboard when logged in on mobile devices.












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