Learn about what each user type can and cannot do. On our Business Plus Plan you can also create Custom User Roles to set more granular permissions. If you want to view a high level overview you can also learn more about the different user types here.
Explore User Capabilities
💡 Partial means they can only view what they've created or been assigned to. 🧐👀👤📄
Function | Administrator | Limited Administrator | Tech | Limited Tech | View Only | Request Only |
View Work Orders | full | full | full | partial | full | none |
Create Work Orders | full | full | full | full | none | none |
Edit Work Orders | full | full | partial | partial | none | none |
Delete Work Orders | full | partial | partial | partial | none | none |
Share Work Orders | full | full | partial | partial | none | none |
Assign Work Orders | full | full | none | none | none | none |
Work on Work Order | full | full | full | partial | none | none |
View PM Trigger | full | full | none | none | none | none |
Create PM Trigger | full | full | none | none | none | none |
Edit PM Trigger | full | full | none | none | none | none |
Archive PM Trigger | full | none | none | none | none | none |
View Analytics Dashboard | full | full | none | none | full | none |
Create Analytics Dashboard | full | full | none | none | none | none |
Edit Analytics Dashboard | full | full | none | none | none | none |
Delete Analytics Dashboard | full | full | none | none | none | none |
View Requests | full | full | partial | partial | partial | partial |
Create Requests | full | full | full | full | full | full |
Edit Requests | full | full | partial | partial | partial | partial |
Approve/Decline Requests | full | full | none | none | none | none |
View Location | full | full | full | partial | full | full |
Create Location | full | full | full | full | none | none |
Edit Location | full | full | partial | partial | none | none |
Delete Location | full | partial | partial | partial | none | none |
View Asset | full | full | full | partial | full | full |
Creat Asset | full | full | full | full | none | none |
Edit Asset | full | full | partial | partial | none | none |
Delete Asset | full | partial | partial | partial | none | none |
Asset (Work) | full | full | full | partial | none | none |
View Parts | full | full | full | full | full | full |
Create Parts | full | full | full | full | none | none |
Edit Parts | full | partial | partial | partial | none | none |
Delete Parts | full | none | partial | partial | none | none |
Restock Parts | full | full | full | none | none | none |
View Purchase Orders | full | full | partial | partial | none | none |
Create Purchase Orders | full | full | full | full | none | none |
Edit Purchase Orders | full | full | partial | partial | none | none |
Delete Purchase Orders | full | partial | partial | partial | none | none |
Approve/Decline Purchase Orders | full | full | none | none | none | none |
Fulfill Purchase Orders | full | full | partial | partial | none | none |
View Meters | full | full | full | partial | full | none |
Create Meters | full | full | full | full | none | none |
Edit Meters | full | full | partial | partial | none | none |
Delete Meters | full | partial | partial | partial | none | none |
Add Reading to Meters | full | full | full | partial | none | none |
Add Triggers to Meters | full | full | partial | partial | none | none |
View People | full | full | full | full | full | full |
View Teams | full | full | full | full | full | full |
Create People | full | none | none | none | none | none |
Create Teams | full | none | none | none | none | none |
Edit People | full | none | none | none | none | none |
Edit Teams | full | none | none | none | none | none |
Delete People | full | none | none | none | none | none |
Delete Teams | full | none | none | none | none | none |
View/Edit Rates - People | full | none | none | none | none | none |
Import People | full | none | none | none | none | none |
View Vendors | full | full | full | none | full | none |
View Customers | full | full | full | none | full | none |
Create Vendors | full | full | full | none | none | none |
Create Customers | full | full | full | none | none | none |
Edit Vendors | full | full | full | none | none | none |
Edit Customers | full | full | full | none | none | none |
Delete Vendors | full | none | full | none | none | none |
Delete Customers | full | none | full | none | none | none |
Create Categories | full | full | none | none | none | none |
Edit Categories | full | full | none | none | none | none |
Delete Categories | full | none | none | none | none | none |
View File | full | full | full | none | full | none |
Create File | full | full | full | full | none | none |
Edit File | full | none | none | none | none | none |
Delete File | full | none | none | none | none | none |
View Request Portal | full | none | none | none | none | none |
Edit Request Portal | full | none | none | none | none | none |
View Request Portal | full | full | full | full | full | full |
View General Settings | full | none | none | none | none | none |
Edit GeneralSettings | full | none | none | none | none | none |
View Automated Workflows | full | none | none | none | none | none |
Create Automated Workflows | full | none | none | none | none | none |
Edit Automated Workflows | full | none | none | none | none | none |
Delete Automated Workflows | full | none | none | none | none | none |
View Checklist | full | none | none | none | none | none |
Create Checklist | full | none | none | none | none | none |
Edit Checklist | full | none | none | none | none | none |
Delete Checklist | full | none | none | none | none | none |
View saml_authentication | full | none | none | none | none | none |
Edit saml_authentication | full | none | none | none | none | none |
View Webhooks | full | none | none | none | none | none |
Edit Webhooks | full | none | none | none | none | none |
View Work Order Configuration | full | none | none | none | none | none |
Edit Work Order Configuration | full | none | none | none | none | none |
View | full | none | none | none | none | none |
Edit | full | none | none | none | none | none |
Create Integration | full | none | none | none | none | none |
Edit Integration | full | none | none | none | none | none |
Delete Integration | full | none | none | none | none | none |
View Public API Versions | full | none | none | none | none | none |
Edit Public API Versions | full | none | none | none | none | none |
View/Create/Edit Fields | full | none | none | none | none | none |
View Groups | full | full | full | full | full | none |
Create Groups | full | full | none | none | none | none |
Edit Groups | full | none | none | none | none | none |
Delete Groups | full | none | none | none | none | none |
View Subscription Management | full | none | none | none | none | none |
Edit Subscription Management | full | none | none | none | none | none |