SolmexYardım Merkezi

Yardım MerkeziOrganizasyonu Yönetme

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Permission reference

Every permission in the Roles matrix, module by module, and what each one lets a person do.

Dahil olduğu planlar: Tüm planlarGüncellendi

This is the full list of permissions you can tick for a role, in the order and wording the Permissions window under Settings > Roles shows them. Use it when you build a role and want to know exactly what one tick hands over. For how roles work and how to edit one, see Roles and permissions.

Before you start

  • You need Administration: Manage to change a role's permissions.
  • Each permission is written here as Module: Action, the way the matrix groups them: the module is the heading, the action is the checkbox.
  • Settings > Permissions lists the same permissions read only, each under its readable name with a short description. The small code beneath the name, such as fuel.manage, is only for quoting to support.

How to read this page

The Permissions tab, listing each permission by module with a short description

Most modules have View (see the module and its records) and Edit (create and change records). An action with its own checkbox is a riskier step you may want to give to fewer people. Three things limit a permission whatever the role says:

  • The plan. A module your plan does not include shows a lock. See Plans, the free trial and seats.
  • The seat. A work requester can only use a short list of entry permissions, whatever their role holds. See Disable, re-enable and seats.
  • Granting. You cannot give someone a role that carries a permission you do not hold yourself, unless you hold Administration: Manage.

Assets and places

PermissionWhat it allows
Equipment: ViewOpen the Equipment Register and each machine's page.
Equipment: EditAdd and edit machines, change status, record readings, upload a machine's documents and photos, mount attachments.
Equipment: ExportDownload the register to Excel.
Equipment: DeleteDelete a machine registered by mistake, only while it has no records.
Equipment: DisposeRecord a machine as sold, scrapped or written off, and reinstate it.
Locations: View / EditSee, add and edit Locations.
Sublocations: View / EditSee, add and edit Sublocations.
Live Map: ViewOpen Live Map, its layers, replay and a machine's day track. Machine details also need Equipment: View.
Live Map: EditCreate or import a site plan and draw Sublocations on it.
Labels: ViewSee label templates and the print history.
Labels: PrintPrint QR labels.

Maintenance

PermissionWhat it allows
Work Orders: ViewSee work orders.
Work Orders: EditCreate, edit and assign work orders.
Work Orders: CloseStart and close work orders.
Work Orders: ExecuteFill in the Work done section and sign it.
Work Orders: ManageChoose your company's sign-off roles. See Configure sign-off roles.
Work Requests: ViewSee work requests. Without Triage, only your own.
Work Requests: EditRaise a work request from inside the app.
Work Requests: TriageTurn a request into a work order or breakdown, or close it with a reason.
Breakdowns: View / EditSee, report and update breakdowns.
Breakdowns: CloseResolve or cancel a breakdown.
Breakdowns: Correct Report DateCorrect the day a breakdown was reported, with a reason.
Breakdowns: ManageDefine your breakdown codes.
Preventive Maintenance: ViewSee PM status, history and templates.
Preventive Maintenance: EditLog, correct and withdraw completed services.
Preventive Maintenance: AssignPut a PM template on a machine.
Preventive Maintenance: Edit Imported Last PMEdit the last service a machine was imported with.
Routine Maintenance: View / EditSee and record daily maintenance jobs, and withdraw your own entries.
Routine Maintenance: ManageEdit the job list and maintenance teams, and withdraw anyone's entry.
Maintenance Planning: View / ScheduleSee the planning queue and schedule work in it.
Inspections: View / EditSee inspections, carry them out and record findings.
Inspections: CloseResolve findings.
Inspections: TemplatesBuild inspection templates and finding categories.
Work Permits: View / EditSee and raise work permits.
Work Permits: ApproveApprove or reject a permit.
Work Permits: SignSign a permit and make it active.
Work Permits: CloseClose or cancel a permit.
Work Permits: TemplatesManage permit templates.

Fuel, stock and money

PermissionWhat it allows
Fuel: View / EditSee fuel records and log fill-ups.
Fuel: ExportExport fuel data and print the fuel report.
Fuel: ManageEdit or void any fill-up at any time, and run fuel stations and fuel settings.
Warehouse: View / EditSee stock, and receive and issue parts.
Warehouse: ExportExport warehouse data.
Warehouse: ManageAdjust stock counts, set up storage places and part classification.
Tools: View / EditSee and edit the tool register.
Tools: AssignHand tools out and record returns.
Tools: AdministrationManage tool categories and retire tools.
Procurement: ViewOpen Procurement and see purchase requests, purchase orders and their approvals. Approving a purchase request needs nothing more: being the next approver is enough.
Procurement: EditRaise purchase requests.
Procurement: ManageSet up the approval chain.
Procurement: OrderRaise and issue purchase orders and keep the supplier list.
Procurement: ApproveApprove a purchase order raised by somebody else.
Procurement: ReceiveRecord a delivery against a purchase order.
Costs: View / Edit / ExportSee costs, add manual entries and void them, and export.

People

PermissionWhat it allows
Employees: ViewSee the employee list, profiles, documents, certifications and the organisation chart.
Employees: EditAdd and edit employees and their documents, and keep departments, subdivisions, teams and positions.
Employees: ExportExport the employee list.
Timesheets: View / EditSee and record daily attendance for everyone.
Leave: ViewSee leave records and balances.
Leave: EditLog leave for employees, set entitlements and keep leave types.
Leave: ApproveApprove or reject leave requests, never your own.
Leave: RequestSubmit your own leave requests from My Workspace.
Chat: AdministrationCreate, own and moderate any chat group.
Chat: Department AdminCreate and moderate groups for your own department.
Chat: Team AdminCreate and moderate groups for your own team.

Reporting and administration

PermissionWhat it allows
Analytics: View / ExportOpen the analytics reports and export them.
Analytics: ScheduleSet up automatic reports that are emailed on a schedule.
Data Export: RunRun and download a data export. Each category also needs that module's own View (and Export where it has one).
Data Export: ScheduleSet up scheduled data exports.
Settings: View / EditSee and change Company Settings, the Plan tab and the GPS feed keys.
Users: View / EditSee users; add and edit them, reset passwords and send invitations.
Users: DeleteDisable and re-enable accounts.
Administration: ManageRoles and permissions, the Audit Log and Session Activity.

Troubleshooting

What you seeWhat to do
"You cannot assign a role that grants permissions you do not hold"Ask someone with Administration: Manage to assign it, or hold those permissions yourself first.
A module shows a lockYour plan does not include it. See Plans, the free trial and seats.
A user has the permission but cannot use itThey may be on a work requester seat. See Disable, re-enable and seats.