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.
Note: 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 | none | none | none | 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 |