Qualer Roles & Permissions : Documentation and Support

This document shows each role and the specific features they can access. Use this to understand what permissions are granted when you assign a role to a user.

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Role Details

Each role is shown with its total permission count and the specific features it can access, organized by permission group.

API

Total Permissions: 3

Permission Group	Capabilities
API	ApiAccess
Employee Communication	TechnicianAssigned
Vendor Management	CompleteOrder

Account Representative

Total Permissions: 2

Permission Group	Capabilities
Client Management	Site - Manage
Service Action	OrderSendInvoice

Accounting Manager

Total Permissions: 60

Permission Group	Capabilities
Administration	BasicInformation - View Employees - Edit - EditOwnProfile - View PaymentProviders - Manage - View ServicePricing - Manage - View ShippingProviders - Manage - View Sites - Manage
Asset Manager	Asset - Create - Delete - Edit - View ServiceSchedule - Assign - Create - Edit
Client Management	ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView
Company Dashboard	General View access
Compliance Action	OrderAcceptDelivery OrderApprove OrderPay OrderSignOff OrderView
My Service Requests	OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderSendInvoice
Service Manager	General View access
Vendor Management	CompleteOrder

Administrator

Total Permissions: 353

Permission Group	Capabilities
API	ApiAccess
Administration	BasicInformation - Manage - View Departments - Manage - View EmployeeGroup - Manage - View EmployeeRoles - Edit - View Employees - Add - Edit - EditOwnProfile - View IpPolicy - Manage - View NotificationSettings - Manage - View OperationSettings - Manage - View PaymentProviders - Manage - View Room - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ServiceWorkflows - Manage - View ShippingOptions - Manage - View ShippingProviders - Manage - View Site - Delete SiteInformation - Manage - View Sites - Delete - Manage Stations - Manage - View Tool - Manage - View Uncertainty - Manage - View General View access
Asset Manager	Asset - BulkEdit - CompanyTransfer - Create - Curation - Delete - DepartmentTransfer - Edit - Export - PoolTransfer - ProductAssign - SharedList - SiteTransfer - View AssetMetricRecord - Add - CustodianAdd - CustodianDelete - CustodianEdit - Delete - Edit Pool - View ServiceRecord - Create - Delete - Edit - View ServiceRequest - Create - Manage - Reopen - View ServiceSchedule - Assign - Create - Delete - Edit - Unassign - View Vendor - Assign - Create - Delete - Unassign - View Warranty - Create - Delete - Edit - View General View access
Client Asset Custodian	AssetDueThisMonth AssetServiceDue AssetServiceFollowUp AssetServiceOverdue AssetWarrantyNotice
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsChangeNeglected ClientAssetsChangeRejected ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsDueThisMonthForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	AssetDueThisMonth AssetServiceDue AssetServiceOverdue Collection Estimate FollowUp Invoice OrderAccepted OrderCancelled OrderCompleted OrderPaid OrderWasDelayed PaymentPastDue ServiceVisitScheduled SponsoredClientWelcome
Client Management	Asset - Create - Delete - Export - Manage - View AssetMetricRecord - Add - Delete - Edit ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage Employee - Manage - View ServiceRecord - Create - Delete - Edit - View Site - Manage - View Sticker - CanModify
Company Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi InventoryAlerts Reports ServiceAlerts ServiceKpi VendorAlerts General View access
Company Schedules Communication	IntervalRecommendationChanged
Compliance Action	AssetMoveToDepartment AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
Employee Communication	EmployeePasswordReset EmployeeWelcome OrderSubmitted ServiceScheduled TechnicianAssigned
Inventory	LowStock OverStock
Inventory Manager	LowStock OverStock
My Assets	AssetsAdded AssetsChangePending AssetsChangeRejected AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	LocalPickUpRequested OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderPaymentPastDue OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Product Manager	Product - BulkEdit - Create - Delete - Edit - Export - View Specificaton - Create - Delete - Edit - View General View access
Product Taxonomy Manager	Edit General View access
Purchase Order	PurchaseOrderCancelled PurchaseOrderClosed PurchaseOrderRevised PurchaseOrderSubmitted
Service Action	BypassVendorFulfillment ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentLock DocumentOverride DocumentUnlock DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderPaymentOverride OrderProcess OrderQC OrderResetStatus OrderSchedule OrderSendInvoice OrderShipment OrderView OverrideConditions OverrideData OverrideTechnician Reports - BoldEditor VendorSignOff
Service Agreement	AgreementAccepted AgreementExpired AgreementUpcomingExpiration QuoteFinalized QuoteRejectedByClient QuoteRequested QuoteSentToClient
Service Manager	Client - Create - Edit - View Invoices - CanView Order - CanExport Quote - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView Request - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanExport - CanFinalize - CanModify - CanReject - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteExpired QuoteProvided QuoteRejected QuoteUpcomingExpiration RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Survey Manager	Survey - Manage - View
Vendor Communication	OrderStatusInquiry ServiceRescheduleRequest SponsoredVendorWelcome
Vendor Management	CompleteOrder

Asset Manager

Total Permissions: 163

Permission Group	Capabilities
Administration	Employees - Edit - EditOwnProfile - View Sites - Manage General View access
Asset Manager	Asset - BulkEdit - Create - Delete - Edit - Export - PoolTransfer - ProductAssign - SharedList - SiteTransfer - View AssetMetricRecord - Add - Delete - Edit Pool - View ServiceRecord - Create - Delete - Edit - View ServiceRequest - Create - Manage - View ServiceSchedule - Assign - Create - Delete - Edit - View Vendor - Assign - Create - Delete - Unassign - View Warranty - Create - Delete - Edit - View General View access
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	Asset - Create - Manage - View ClientCommunications ClientContractView ClientView
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi ServiceAlerts ServiceKpi VendorAlerts General View access
Compliance Action	AssetMoveToDepartment AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
My Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Service Requests	OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Product Manager	Product - BulkEdit - Create - Delete - Edit - Export - View Specificaton - Create - Delete - Edit - View General View access
Service Action	OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderProcess OrderSendInvoice OrderView
Service Agreement	AgreementAccepted QuoteFinalized QuoteRejectedByClient QuoteRequested QuoteSentToClient
Service Manager	Client - Create - Edit - View Quote - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView Request - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteProvided QuoteRejected RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Vendor Management	CompleteOrder

Asset Schedule, Manage

Total Permissions: 2

Permission Group	Capabilities
Asset Manager	ServiceSchedule - Assign - Unassign

Assets Transfer

Total Permissions: 10

Permission Group	Capabilities
Administration	Employees - EditOwnProfile
Asset Manager	Asset - CompanyTransfer - DepartmentTransfer - PoolTransfer - ProductAssign - SiteTransfer - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Bulk Edit

Total Permissions: 8

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - BulkEdit - Export - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Change Management

Total Permissions: 1

Permission Group	Capabilities
Asset Manager	Asset - Curation

Client Account, Manage

Total Permissions: 49

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	Collection Estimate FollowUp Invoice OrderAccepted OrderCancelled OrderCompleted OrderPaid OrderWasDelayed PaymentPastDue ServiceVisitScheduled SponsoredClientWelcome
Client Management	Asset - View ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage Employee - Manage - View Site - Manage - View Sticker - CanModify
Company Dashboard	General View access
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	OrderView
Service Manager	Client - Create - Edit - View General View access
Vendor Management	CompleteOrder

Client Account, View Only

Total Permissions: 39

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	Collection Estimate FollowUp Invoice OrderAccepted OrderCancelled OrderCompleted OrderPaid OrderWasDelayed PaymentPastDue ServiceVisitScheduled SponsoredClientWelcome
Client Management	Asset - Export - View ClientContractView ClientView Employee - View Site - View
Company Dashboard	General View access
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	OrderView
Service Manager	Client - View General View access
Vendor Management	CompleteOrder

Client Assets, Manage

Total Permissions: 45

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View Sites - Manage
Asset Manager	Asset - Create - ProductAssign - SiteTransfer - View ServiceRequest - Create - Manage - View Vendor - Assign - Delete - Unassign - View General View access
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsDueThisMonthForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	Asset - Create - Delete - Export - Manage - View ClientView ServiceRecord - Create - Delete - Edit - View Site - View
Company Dashboard	General View access
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderShipped OrderSubmitted
Service Action	OrderCreate OrderView
Service Manager	Client - View General View access
Vendor Management	CompleteOrder

Client Assets, View Only

Total Permissions: 26

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - Export - View ServiceRequest - View
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	Asset - View ClientView ServiceRecord - View Site - View
Company Dashboard	General View access
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderShipped OrderSubmitted
Service Action	OrderView
Service Manager	Client - View General View access
Vendor Management	CompleteOrder

Company Administrator

Total Permissions: 353

Permission Group	Capabilities
API	ApiAccess
Administration	BasicInformation - Manage - View Departments - Manage - View EmployeeGroup - Manage - View EmployeeRoles - Edit - View Employees - Add - Edit - EditOwnProfile - View IpPolicy - Manage - View NotificationSettings - Manage - View OperationSettings - Manage - View PaymentProviders - Manage - View Room - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ServiceWorkflows - Manage - View ShippingOptions - Manage - View ShippingProviders - Manage - View Site - Delete SiteInformation - Manage - View Sites - Delete - Manage Stations - Manage - View Tool - Manage - View Uncertainty - Manage - View General View access
Asset Manager	Asset - BulkEdit - CompanyTransfer - Create - Curation - Delete - DepartmentTransfer - Edit - Export - PoolTransfer - ProductAssign - SharedList - SiteTransfer - View AssetMetricRecord - Add - CustodianAdd - CustodianDelete - CustodianEdit - Delete - Edit Pool - View ServiceRecord - Create - Delete - Edit - View ServiceRequest - Create - Manage - Reopen - View ServiceSchedule - Assign - Create - Delete - Edit - Unassign - View Vendor - Assign - Create - Delete - Unassign - View Warranty - Create - Delete - Edit - View General View access
Client Asset Custodian	AssetDueThisMonth AssetServiceDue AssetServiceFollowUp AssetServiceOverdue AssetWarrantyNotice
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsChangeNeglected ClientAssetsChangeRejected ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsDueThisMonthForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	AssetDueThisMonth AssetServiceDue AssetServiceOverdue Collection Estimate FollowUp Invoice OrderAccepted OrderCancelled OrderCompleted OrderPaid OrderWasDelayed PaymentPastDue ServiceVisitScheduled SponsoredClientWelcome
Client Management	Asset - Create - Delete - Export - Manage - View AssetMetricRecord - Add - Delete - Edit ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage Employee - Manage - View ServiceRecord - Create - Delete - Edit - View Site - Manage - View Sticker - CanModify
Company Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi InventoryAlerts Reports ServiceAlerts ServiceKpi VendorAlerts General View access
Company Schedules Communication	IntervalRecommendationChanged
Compliance Action	AssetMoveToDepartment AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
Employee Communication	EmployeePasswordReset EmployeeWelcome OrderSubmitted ServiceScheduled TechnicianAssigned
Inventory	LowStock OverStock
Inventory Manager	LowStock OverStock
My Assets	AssetsAdded AssetsChangePending AssetsChangeRejected AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	LocalPickUpRequested OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderPaymentPastDue OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Product Manager	Product - BulkEdit - Create - Delete - Edit - Export - View Specificaton - Create - Delete - Edit - View General View access
Product Taxonomy Manager	Edit General View access
Purchase Order	PurchaseOrderCancelled PurchaseOrderClosed PurchaseOrderRevised PurchaseOrderSubmitted
Service Action	BypassVendorFulfillment ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentLock DocumentOverride DocumentUnlock DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderPaymentOverride OrderProcess OrderQC OrderResetStatus OrderSchedule OrderSendInvoice OrderShipment OrderView OverrideConditions OverrideData OverrideTechnician Reports - BoldEditor VendorSignOff
Service Agreement	AgreementAccepted AgreementExpired AgreementUpcomingExpiration QuoteFinalized QuoteRejectedByClient QuoteRequested QuoteSentToClient
Service Manager	Client - Create - Edit - View Invoices - CanView Order - CanExport Quote - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView Request - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanExport - CanFinalize - CanModify - CanReject - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteExpired QuoteProvided QuoteRejected QuoteUpcomingExpiration RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Survey Manager	Survey - Manage - View
Vendor Communication	OrderStatusInquiry ServiceRescheduleRequest SponsoredVendorWelcome
Vendor Management	CompleteOrder

Company Assets, Manage

Total Permissions: 65

Permission Group	Capabilities
Administration	Departments - View Employees - EditOwnProfile Room - View SiteInformation - View Tool - Manage - View
Asset Manager	Asset - Create - Delete - DepartmentTransfer - Edit - Export - ProductAssign - SharedList - View Pool - View ServiceRecord - View ServiceRequest - Manage - View ServiceSchedule - View Vendor - View Warranty - Create - Delete - Edit - View General View access
Company Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi ServiceAlerts ServiceKpi General View access
Compliance Action	AssetMoveToDepartment AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderView
My Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Service Requests	OrderAccepted OrderCancelled OrderCompleted OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
Product Manager	Product - View
Vendor Management	CompleteOrder

Company Assets, View Only

Total Permissions: 43

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - Export - SharedList - View Pool - View ServiceRecord - View ServiceRequest - View ServiceSchedule - View Vendor - View Warranty - View General View access
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi ServiceAlerts ServiceKpi General View access
Compliance Action	OrderView
My Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Service Requests	OrderAccepted OrderCancelled OrderCompleted OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
Vendor Management	CompleteOrder

Company Configuration, Manage

Total Permissions: 45

Permission Group	Capabilities
Administration	BasicInformation - Manage - View Departments - Manage - View EmployeeRoles - Edit - View Employees - Edit - EditOwnProfile - View IpPolicy - Manage - View NotificationSettings - Manage - View OperationSettings - Manage - View PaymentProviders - Manage - View Room - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ServiceWorkflows - View ShippingOptions - Manage - View ShippingProviders - Manage - View SiteInformation - Manage - View Sites - Manage Stations - Manage - View Tool - Manage - View Uncertainty - Manage - View General View access
Company Dashboard	General View access
Service Action	DocumentOverride
Survey Manager	Survey - Manage - View
Vendor Management	CompleteOrder

Company Configuration, View Only

Total Permissions: 24

Permission Group	Capabilities
Administration	BasicInformation - View Departments - View EmployeeRoles - View Employees - EditOwnProfile - View IpPolicy - View NotificationSettings - View OperationSettings - View PaymentProviders - View Room - View ServiceCapabilities - View ServiceLevels - View ServicePricing - View ServiceWorkflows - View ShippingOptions - View ShippingProviders - View SiteInformation - View Stations - View Tool - View Uncertainty - View General View access
Company Dashboard	General View access
Survey Manager	Survey - View
Vendor Management	CompleteOrder

Company Observer

Total Permissions: 144

Permission Group	Capabilities
Administration	BasicInformation - View Departments - View EmployeeGroup - View EmployeeRoles - View Employees - EditOwnProfile - View NotificationSettings - View OperationSettings - View PaymentProviders - View Room - View ServiceCapabilities - View ServiceLevels - View ServicePricing - View ServiceWorkflows - View ShippingOptions - View ShippingProviders - View SiteInformation - View Stations - View Tool - View Uncertainty - View General View access
Asset Manager	Asset - Export - SharedList - View Pool - View ServiceRecord - View ServiceRequest - View ServiceSchedule - View Vendor - View Warranty - View General View access
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsChangeNeglected ClientAssetsChangeRejected ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsDueThisMonthForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	ClientContractView ClientView Employee - View Site - View
Company Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi InventoryAlerts Reports ServiceAlerts ServiceKpi VendorAlerts General View access
Compliance Action	OrderView
Document Manager	Sop - View General View access
My Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Product Manager	Product - Export - View Specificaton - View General View access
Service Action	OrderView
Service Manager	Client - View Quote - CanView Request - CanView General View access
Vendor Management	CompleteOrder

Dashboard Reports, View

Total Permissions: 5

Permission Group	Capabilities
Administration	OperationSettings - View
Company Assets	AssetsAdded
Company Dashboard	Reports
Survey Manager	Survey - Manage - View

Documents, Manage

Total Permissions: 12

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Document Manager	Sop - Create - Delete - Edit - View General View access
Vendor Management	CompleteOrder

Documents, View Only

Total Permissions: 9

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Document Manager	Sop - View General View access
Vendor Management	CompleteOrder

Employees, Manage

Total Permissions: 21

Permission Group	Capabilities
Administration	Departments - Manage - View EmployeeGroup - Manage - View EmployeeRoles - Edit - View Employees - Add - Edit - EditOwnProfile - View SiteInformation - View Tool - Manage - View General View access
Company Dashboard	General View access
Employee Communication	EmployeePasswordReset EmployeeWelcome OrderSubmitted ServiceScheduled TechnicianAssigned
Vendor Management	CompleteOrder

Employees, View Only

Total Permissions: 9

Permission Group	Capabilities
Administration	Departments - View EmployeeGroup - View Employees - EditOwnProfile - View SiteInformation - View Tool - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Maintenance Plans, Manage

Total Permissions: 6

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View ServiceSchedule - Create - Delete - Edit

Notification Settings, Manage

Total Permissions: 7

Permission Group	Capabilities
Administration	Employees - EditOwnProfile NotificationSettings - Manage - View SiteInformation - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Notification Settings, View Only

Total Permissions: 6

Permission Group	Capabilities
Administration	Employees - EditOwnProfile NotificationSettings - View SiteInformation - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Order Accept

Total Permissions: 69

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
Compliance Action	OrderAcceptDelivery OrderView
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderAccept OrderAssign OrderView
Service Manager	Request - CanAccept General View access
Vendor Management	CompleteOrder

Order Approve/Reject

Total Permissions: 70

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
Compliance Action	OrderApprove OrderView
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderAssign OrderSchedule OrderView
Service Manager	Request - CanReject - CanView General View access
Vendor Management	CompleteOrder

Order Cancel/Reset

Total Permissions: 66

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderCancel OrderResetStatus OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Complete

Total Permissions: 65

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderComplete OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Create

Total Permissions: 72

Permission Group	Capabilities
Administration	Employees - EditOwnProfile
Asset Manager	ServiceRecord - View ServiceRequest - Create - Manage - View ServiceSchedule - View
Company Dashboard	General View access
Compliance Action	OrderCreate OrderView
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderCreate OrderView
Service Manager	Order - CanExport Request - CanExport General View access
Vendor Management	CompleteOrder

Order Fulfillment

Total Permissions: 72

Permission Group	Capabilities
Administration	Employees - EditOwnProfile OperationSettings - View SiteInformation - View Uncertainty - Manage - View
Asset Manager	ServiceRecord - View ServiceSchedule - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	BypassVendorFulfillment DocumentLock OrderProcess OrderSchedule OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Copy As Found Data

Total Permissions: 66

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	CopyData OrderProcess OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Edit Form

Total Permissions: 69

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	ChangeChecklist ChangeMeasurementPoints DeleteMeasurementBatch EditSpecification OrderProcess OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Edit Specification

Total Permissions: 66

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	EditSpecification OrderProcess OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Override Data

Total Permissions: 67

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderProcess OrderView OverrideConditions OverrideData
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Override Technician

Total Permissions: 67

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderAssign OrderProcess OrderView OverrideTechnician
Service Manager	General View access
Vendor Management	CompleteOrder

Order Fulfillment, Schedule

Total Permissions: 2

Permission Group	Capabilities
Administration	Employees - View
Service Action	OrderSchedule

Order Quality Control

Total Permissions: 69

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View ServiceSchedule - View
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	DocumentLock DocumentOverride DocumentUnlock DocumentVisibility OrderClose OrderQC
Vendor Management	CompleteOrder

Order Sign-off

Total Permissions: 67

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	ServiceRecord - View
Company Dashboard	General View access
Compliance Action	OrderSignOff OrderView
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForFulfillment OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderClose OrderView VendorSignOff
Vendor Management	CompleteOrder

Payment Controller

Total Permissions: 49

Permission Group	Capabilities
Administration	Employees - Edit - EditOwnProfile - View PaymentProviders - Manage - View ServicePricing - Manage - View SiteInformation - View Sites - Manage
Asset Manager	Asset - View
Client Management	ClientCommunications ClientContractView ClientView
Company Dashboard	General View access
Compliance Action	OrderAcceptDelivery OrderPay OrderSignOff OrderView
My Service Requests	OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	DocumentLock DocumentVisibility OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderSendInvoice
Service Manager	General View access
Vendor Management	CompleteOrder

Payments and Collections, Manage

Total Permissions: 44

Permission Group	Capabilities
Administration	Employees - EditOwnProfile OperationSettings - Manage - View PaymentProviders - Manage - View ServicePricing - Manage - View SiteInformation - View General View access
Asset Manager	Vendor - View General View access
Client Communication	Collection Invoice
Client Management	ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage
Company Dashboard	ServiceAlerts ServiceKpi General View access
Compliance Action	OrderPay
My Service Requests	OrderCompleted OrderInvoiced OrderPaid OrderShipped
My Work Orders	OrderAccepted OrderCancelled OrderCompleted OrderInvoiced OrderPaid OrderPaymentPastDue OrderSubmitted
Service Action	OrderAcceptPayment OrderSendInvoice OrderView
Service Manager	Client - View Invoices - CanView Order - CanExport Request - CanExport General View access
Vendor Management	CompleteOrder

Payments and Collections, View Only

Total Permissions: 31

Permission Group	Capabilities
Administration	Employees - EditOwnProfile OperationSettings - View PaymentProviders - View ServicePricing - View SiteInformation - View General View access
Asset Manager	Vendor - View General View access
Client Communication	Collection Invoice
Client Management	ClientContractView ClientView
Company Dashboard	ServiceAlerts ServiceKpi General View access
My Service Requests	OrderCompleted OrderInvoiced OrderPaid OrderShipped
My Work Orders	OrderAccepted OrderCancelled OrderCompleted OrderInvoiced OrderPaid OrderPaymentPastDue OrderSubmitted
Service Action	OrderView
Service Manager	Client - View Invoices - CanView General View access
Vendor Management	CompleteOrder

Product Profiles, Manage

Total Permissions: 17

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Compliance Action	OrderView
Product Manager	Product - BulkEdit - Create - Delete - Edit - Export - View General View access
Service Action	OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Product Profiles, View Only

Total Permissions: 12

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Compliance Action	OrderView
Product Manager	Product - View General View access
Service Action	OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Product Specifications, Manage

Total Permissions: 17

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Compliance Action	OrderView
Product Manager	Product - View Specificaton - Create - Delete - Edit - View General View access
Service Action	EditSpecification OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Product Specifications, View Only

Total Permissions: 13

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Company Dashboard	General View access
Compliance Action	OrderView
Product Manager	Product - View Specificaton - View General View access
Service Action	OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

ProductTaxonomy, Manage

Total Permissions: 2

Permission Group	Capabilities
Product Taxonomy Manager	Edit General View access

ProductTaxonomy, View Only

Total Permissions: 1

Permission Group	Capabilities
Product Taxonomy Manager	General View access

Quality Control

Total Permissions: 57

Permission Group	Capabilities
Administration	Employees - Edit - EditOwnProfile - View SiteInformation - View Sites - Manage
Asset Manager	Asset - Create - Delete - Edit - View
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	ClientCommunications ClientContractView ClientView
Company Dashboard	General View access
Compliance Action	AssetMoveToPool OrderAcceptDelivery OrderApprove OrderSignOff OrderView
My Service Requests	OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	DocumentLock DocumentUnlock DocumentVisibility OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderSendInvoice
Service Manager	General View access
Vendor Management	CompleteOrder

Service Agreements and Quotes, Manage

Total Permissions: 52

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Client Communication	Collection Estimate FollowUp Invoice SponsoredClientWelcome
Client Management	Asset - Manage ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientView
Company Dashboard	General View access
Service Action	OrderView
Service Agreement	AgreementAccepted AgreementExpired AgreementUpcomingExpiration QuoteFinalized QuoteRejectedByClient QuoteRequested QuoteSentToClient
Service Manager	Client - View Quote - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanSend - CanView Request - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteExpired QuoteProvided QuoteRejected QuoteUpcomingExpiration RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Vendor Management	CompleteOrder

Service Agreements and Quotes, View Only

Total Permissions: 16

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View General View access
Client Management	ClientContractView ClientView
Company Dashboard	General View access
Service Action	OrderView
Service Manager	Client - View Quote - CanView Request - CanView General View access
Service Quote Request	QuoteExpired QuoteUpcomingExpiration
Vendor Management	CompleteOrder

Service Levels, Manage

Total Permissions: 9

Permission Group	Capabilities
Administration	Employees - EditOwnProfile ServiceCapabilities - Manage - View ServiceLevels - Manage - View SiteInformation - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Service Levels, View Only

Total Permissions: 7

Permission Group	Capabilities
Administration	Employees - EditOwnProfile ServiceCapabilities - View ServiceLevels - View SiteInformation - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Service Manager

Total Permissions: 119

Permission Group	Capabilities
Administration	Employees - Edit - EditOwnProfile - View PaymentProviders - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ShippingProviders - Manage - View SiteInformation - View Sites - Manage General View access
Asset Manager	Asset - Create - Delete - Edit - View AssetMetricRecord - Add - Delete - Edit ServiceSchedule - Assign - Create - Edit
Client Asset Custodian	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Management	Asset - Create - Manage AssetMetricRecord - Add - Delete - Edit ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	General View access
Compliance Action	AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
My Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Service Requests	OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentLock DocumentUnlock DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderProcess OrderResetStatus OrderSendInvoice OrderView
Service Manager	Request - CanExport General View access
Vendor Management	CompleteOrder

Service Quote and Agreement, Accept/Reject

Total Permissions: 24

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Company Dashboard	General View access
Service Agreement	AgreementAccepted QuoteFinalized QuoteRejectedByClient QuoteRequested
Service Manager	Quote - CanAccept - CanFinalize - CanReject - CanView Request - CanAccept - CanFinalize - CanReject - CanView General View access
Service Quote Request	AgreementAccepted QuoteProvided QuoteRejected RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Vendor Management	CompleteOrder

Service Record, Create

Total Permissions: 8

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View ServiceRecord - Create - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Service Record, Delete

Total Permissions: 8

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View ServiceRecord - Delete - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Service Record, Edit

Total Permissions: 8

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View ServiceRecord - Edit - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Service Requests, Manage

Total Permissions: 84

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View ServiceRequest - Create - Manage - View ServiceSchedule - Create - View General View access
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService
Client Communication	Collection Estimate FollowUp Invoice OrderAccepted OrderCancelled OrderCompleted OrderWasDelayed ServiceVisitScheduled
Company Dashboard	General View access
Employee Communication	ServiceScheduled TechnicianAssigned
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	OrderAccept OrderAssign OrderCancel OrderComplete OrderCreate OrderProcess OrderSendInvoice OrderView
Service Manager	Client - View General View access
Vendor Management	CompleteOrder

Service Requests, Reopen

Total Permissions: 1

Permission Group	Capabilities
Asset Manager	ServiceRequest - Reopen

Service Requests, View Only

Total Permissions: 49

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - SharedList - View ServiceRequest - View ServiceSchedule - View General View access
Company Dashboard	General View access
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderPaymentPastDue
Service Action	OrderView
Service Manager	Client - View General View access
Vendor Management	CompleteOrder

Service Technician

Total Permissions: 122

Permission Group	Capabilities
Administration	BasicInformation - View Departments - View Employees - Edit - EditOwnProfile - View ServiceLevels - View SiteInformation - View Sites - Manage General View access
Asset Manager	Asset - Create - Delete - Edit - SiteTransfer - View Pool - View ServiceRecord - Create - Edit - View ServiceRequest - Create - Manage - View ServiceSchedule - Assign - Create - Edit - View Vendor - View Warranty - View General View access
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Management	Asset - Create - Manage ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage Employee - View Site - View
Company Assets	AssetsDueForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue
Company Dashboard	AssetAlerts AssetKpi ServiceAlerts ServiceKpi VendorAlerts General View access
Compliance Action	AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - View General View access
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderQcFailed OrderReadyForQC OrderShipped OrderSubmitted
Product Manager	Product - View Specificaton - Create - Delete - Edit - View General View access
Service Action	ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderProcess OrderSendInvoice OrderView
Service Manager	Client - View Quote - CanView General View access
Vendor Management	CompleteOrder

Service Workflows, Manage

Total Permissions: 7

Permission Group	Capabilities
Administration	Employees - EditOwnProfile ServiceWorkflows - Manage - View SiteInformation - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

ServiceProvider Administrator

Total Permissions: 116

Permission Group	Capabilities
Administration	Employees - Edit - EditOwnProfile - View NotificationSettings - Manage - View PaymentProviders - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ShippingProviders - Manage - View SiteInformation - View Sites - Manage General View access
Asset Manager	Asset - Create - Delete - Edit - View ServiceSchedule - Assign - Create - Edit
Client Asset Custodian	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Management	ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	General View access
Compliance Action	AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
My Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Service Requests	OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Service Action	ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderProcess OrderSendInvoice OrderView
Service Manager	General View access
Vendor Management	CompleteOrder

Shipping Controller

Total Permissions: 29

Permission Group	Capabilities
Administration	Employees - EditOwnProfile - View SiteInformation - View
Asset Manager	Asset - View
Client Management	ClientCommunications ClientContractView ClientView
Company Dashboard	General View access
Compliance Action	OrderAcceptDelivery OrderView
My Service Requests	OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderCancelled OrderCompleted OrderShipped
Service Action	OrderSendInvoice
Vendor Management	CompleteOrder

Shipping, Manage

Total Permissions: 14

Permission Group	Capabilities
Administration	Employees - EditOwnProfile ShippingOptions - Manage - View ShippingProviders - Manage - View SiteInformation - View General View access
Company Dashboard	General View access
My Service Requests	OrderDelivered OrderShipped
My Work Orders	OrderDelivered OrderShipped
Service Action	OrderShipment
Vendor Management	CompleteOrder

Shipping, View

Total Permissions: 11

Permission Group	Capabilities
Administration	Employees - EditOwnProfile ShippingOptions - View ShippingProviders - View SiteInformation - View General View access
Company Dashboard	General View access
My Service Requests	OrderDelivered OrderShipped
My Work Orders	OrderDelivered OrderShipped
Vendor Management	CompleteOrder

Site Administrator

Total Permissions: 256

Permission Group	Capabilities
API	ApiAccess
Administration	BasicInformation - View Employees - Edit - EditOwnProfile - View NotificationSettings - Manage - View OperationSettings - Manage - View PaymentProviders - Manage - View Room - Manage - View ServiceCapabilities - Manage - View ServiceLevels - Manage - View ServicePricing - Manage - View ServiceWorkflows - Manage - View ShippingOptions - Manage - View ShippingProviders - Manage - View Site - Delete SiteInformation - Manage - View Sites - Delete - Manage Stations - Manage - View Tool - Manage - View Uncertainty - Manage - View General View access
Asset Manager	Asset - BulkEdit - Create - Delete - DepartmentTransfer - Edit - Export - PoolTransfer - ProductAssign - SharedList - SiteTransfer - View AssetMetricRecord - Add - Delete - Edit Pool - View ServiceRecord - Create - Delete - Edit - View ServiceRequest - Create - Manage - View ServiceSchedule - Assign - Create - Delete - Edit - View Vendor - Assign - Create - Delete - Unassign - View Warranty - Create - Delete - Edit - View General View access
Client Asset Custodian	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Assets	AssetsFailedAsFound AssetsFailedAsLeft ClientAssetsDueForReplacement ClientAssetsDueForService ClientAssetsPastDue ClientAssetsWarrantyExpiration
Client Communication	AssetDueThisMonth AssetServiceDue AssetServiceOverdue
Client Management	Asset - Create - Manage ClientAdd ClientCommunications ClientContractAdd ClientContractEdit ClientContractView ClientEdit ClientView Company - Manage Employee - Manage - View Site - Manage - View
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi Reports ServiceAlerts ServiceKpi VendorAlerts General View access
Compliance Action	AssetMoveToDepartment AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
Document Manager	Sop - Create - Delete - Edit - View General View access
My Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
My Work Orders	OrderAccepted OrderAssigned OrderCancelled OrderCompleted OrderDelivered OrderInvoiced OrderPaid OrderPaymentPastDue OrderReadyForQC OrderShipped OrderSubmitted
Product Manager	Product - BulkEdit - Create - Delete - Edit - Export - View Specificaton - Create - Delete - Edit - View General View access
Service Action	BypassVendorFulfillment ChangeChecklist ChangeMeasurementPoints CopyData DeleteMeasurementBatch DocumentLock DocumentOverride DocumentUnlock DocumentVisibility EditSpecification OrderAccept OrderAcceptPayment OrderAssign OrderCancel OrderClose OrderComplete OrderCreate OrderProcess OrderQC OrderResetStatus OrderSchedule OrderSendInvoice OrderShipment OrderView OverrideConditions OverrideData OverrideTechnician VendorSignOff
Service Agreement	AgreementAccepted QuoteFinalized QuoteRejectedByClient QuoteRequested QuoteSentToClient
Service Manager	Client - Create - Edit - View Quote - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView Request - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanFinalize - CanModify - CanReject - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteProvided QuoteRejected RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Vendor Management	CompleteOrder

Site Configuration, Manage

Total Permissions: 17

Permission Group	Capabilities
Administration	Employees - EditOwnProfile Room - Manage - View ShippingOptions - Manage - View SiteInformation - Manage - View Sites - Manage Stations - Manage - View Tool - Manage - View Uncertainty - Manage - View General View access
Company Dashboard	General View access
Vendor Management	CompleteOrder

Site Configuration, View Only

Total Permissions: 9

Permission Group	Capabilities
Administration	Employees - EditOwnProfile Room - View ShippingOptions - View SiteInformation - View Stations - View Tool - View Uncertainty - View
Company Dashboard	General View access
Vendor Management	CompleteOrder

Vendors, Manage

Total Permissions: 15

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View Vendor - Assign - Create - Delete - Unassign - View General View access
Company Dashboard	VendorAlerts General View access
Vendor Communication	OrderStatusInquiry ServiceRescheduleRequest SponsoredVendorWelcome
Vendor Management	CompleteOrder

Vendors, View Only

Total Permissions: 11

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Asset Manager	Asset - View Vendor - View General View access
Company Dashboard	VendorAlerts General View access
Vendor Communication	OrderStatusInquiry ServiceRescheduleRequest SponsoredVendorWelcome
Vendor Management	CompleteOrder

Work Orders, Manage

Total Permissions: 29

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Company Dashboard	General View access
My Work Orders	LocalPickUpRequested OrderAccepted OrderAssigned OrderCancelled OrderClientRejectedSignOff OrderClientSignedOff OrderClosed OrderCompleted OrderDelayed OrderDelivered OrderInvoiced OrderItemsWithdrawn OrderPaid OrderQcFailed OrderReadyForQC OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted
Service Action	OrderAssign OrderSchedule
Service Manager	Order - CanExport Request - CanExport
Vendor Management	CompleteOrder

Work Orders, View Only

Total Permissions: 4

Permission Group	Capabilities
Administration	Employees - EditOwnProfile SiteInformation - View
Company Dashboard	General View access
Vendor Management	CompleteOrder

Permission Group	Capabilities
Administration	BasicInformation - Manage - View EmployeeRoles - View Employees - Add - Edit - EditOwnProfile - View NotificationSettings - Manage - View Room - Manage - View SiteInformation - View Sites - Manage General View access
Asset Manager	Asset - BulkEdit - Create - Delete - Edit - Export - ProductAssign - SharedList - SiteTransfer - View Pool - View ServiceRecord - Create - Delete - Edit - View ServiceRequest - Create - Manage - View ServiceSchedule - Assign - Create - Delete - Edit - Unassign - View Vendor - Assign - View Warranty - Create - Delete - Edit - View General View access
Company Assets	AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
Company Dashboard	AssetAlerts AssetKpi Reports ServiceAlerts VendorAlerts General View access
Compliance Action	AssetMoveToPool AssetMoveToSite OrderAcceptDelivery OrderApprove OrderCreate OrderPay OrderSignOff OrderView
My Assets	AssetsAdded AssetsChangePending AssetsChanged AssetsDeleted AssetsDueForReplacement AssetsDueForService AssetsDueThisMonthForService AssetsFailedAsFound AssetsFailedAsLeft AssetsPastDue AssetsWarrantyExpiration
My Company Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval
My Service Requests	OrderAccepted OrderCancelled OrderClosed OrderCompleted OrderCreated OrderDelayed OrderDelivered OrderInvoiced OrderPaid OrderRefused OrderRejectedSignOff OrderReopened OrderResumed OrderRetracted OrderShipped OrderSubmitted OrderWaitingForApproval OrderWaitingForSignOff
Product Manager	Product - Create - Edit - View Specificaton - Create - Delete - Edit - View General View access
Service Action	OrderCancel OrderView
Service Manager	Order - CanExport Quote - CanAccept - CanView Request - CanAccept - CanArchive - CanCreate - CanCreateCopy - CanExport - CanFinalize - CanModify - CanReject - CanSend - CanView General View access
Service Quote Request	AgreementAccepted QuoteProvided QuoteRejected RequestAcceptedByVendor RequestDeniedByVendor RequestFinalized RequestSentToVendor
Vendor Management	CompleteOrder

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Qualer Roles & Permissions Print

Role Details

API

Account Representative

Accounting Manager

Administrator

Asset Manager

Asset Schedule, Manage

Assets Transfer

Bulk Edit

Change Management

Client Account, Manage

Client Account, View Only

Client Assets, Manage

Client Assets, View Only

Company Administrator

Company Assets, Manage

Company Assets, View Only

Company Configuration, Manage

Company Configuration, View Only

Company Observer

Dashboard Reports, View

Documents, Manage

Documents, View Only

Employees, Manage

Employees, View Only

Maintenance Plans, Manage

Notification Settings, Manage

Notification Settings, View Only

Order Accept

Order Approve/Reject

Order Cancel/Reset

Order Complete

Order Create

Order Fulfillment

Order Fulfillment, Copy As Found Data

Order Fulfillment, Edit Form

Order Fulfillment, Edit Specification

Order Fulfillment, Override Data

Order Fulfillment, Override Technician

Order Fulfillment, Schedule

Order Quality Control

Order Sign-off

Payment Controller

Payments and Collections, Manage

Payments and Collections, View Only

Product Profiles, Manage

Product Profiles, View Only

Product Specifications, Manage

Product Specifications, View Only

ProductTaxonomy, Manage

ProductTaxonomy, View Only

Quality Control

Service Agreements and Quotes, Manage

Service Agreements and Quotes, View Only

Service Levels, Manage

Service Levels, View Only

Service Manager

Service Quote and Agreement, Accept/Reject

Service Record, Create

Service Record, Delete

Service Record, Edit

Service Requests, Manage

Service Requests, Reopen

Service Requests, View Only

Service Technician

Service Workflows, Manage

ServiceProvider Administrator

Shipping Controller

Shipping, Manage

Shipping, View

Site Administrator

Site Configuration, Manage

Site Configuration, View Only

Sponsored Client

Sponsored Vendor

Vendors, Manage

Vendors, View Only

Work Orders, Manage