User Manager

The User Manager page has two tabs: Users and Tokens.

The Users page lists existing users in a grid. There are two types of Users: internal users, a company’s employees, and customer users. There are switches at the upper right of the page to view inactive users or customer users. By default, the grid shows active internal users.

Each User is assigned a User Role. The User Role determines the permissions available to the user.

User Roles

The matrix below describes each available permission and which ones are defaulted based on the User Role.

When adding a new User, you must select a User Role. The five pre-defined User Roles are Administrator, Manager, User, Technician, and Salesperson. The pre-defined User Roles have pre-configured permissions assigned to each user role. You can set the User Role to “Custom”, which allows you to configure the permissions of an individual User.

Miscellaneous

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Company Setup	Access to all company setup information	Yes
Supervisor	Ability to see all Work Orders, Proposals, and Calendar Appointments	Yes	Yes
User Administration	Ability to manage all Users and User Roles	Yes
Export	Ability to export data to Excel using the Export to Excel button on various grids	Yes	Yes
Quick Books	Ability to export/reverse QuickBooks files	Yes	Yes
Deliver All	Ability to deliver all invoices/credits (mark all as printed)	Yes	Yes
Deliver	Ability to deliver individual invoices/credits (mark all as printed)	Yes	Yes	Yes
Financial	Ability to view financial information	Yes	Yes	Yes
Prevent Tag Creation	Prevent the user from creating Tags	Yes	Yes
Prevent Altering Taxable Status	Prevents altering taxable status on Items and Parts	Yes
Customer User Add	Allows the user to create customer users	Yes		Yes

Inventory

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Inventory	Manage Items and Parts	Yes	Yes
Quick Add	Ability to add Items and Parts on the fly on Proposals, Work Orders, Invoices, and Credits.	Yes
Manager	Ability to manage inventory	Yes
Read	Ability to view inventory information	Yes
Physical	Perform a physical inventory	Yes

Reports

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Financials		Yes	Yes
Generals		Yes	Yes	Yes

Invoices

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View customer invoices	Yes	Yes	Yes	Yes	Yes
Add	Add customer invoices	Yes	Yes	Yes
Edit	Edit customer invoices	Yes	Yes	Yes
Delete	Delete customer invoices	Yes	Yes

Credits

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View customer credits	Yes	Yes	Yes
Add	Add customer credits	Yes	Yes	Yes
Edit	Edit customer credits	Yes	Yes	Yes
Delete	Delete customer credits	Yes	Yes
Apply	Apply customer credits	Yes	Yes	Yes
Unapply	Unapply customer credits	Yes	Yes	Yes
Approval	Approve customer credits	Yes

Customer Manager

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View customer information	Yes	Yes	Yes	Yes	Yes
Add	Add a new customer; users with this role can also reset the passwords for customer users	Yes	Yes	Yes
Edit	Edit customer information	Yes	Yes	Yes
Delete	Delete a customer	Yes	Yes
View Contracts		Yes
Add Contracts		Yes
Edit Contracts		Yes
Delete Contracts		Yes
Late Fee		Yes

Sites

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View site information	Yes	Yes	Yes	Yes	Yes
Add	Add a new site	Yes	Yes	Yes
Edit	Edit site information	Yes	Yes	Yes
Delete	Delete a site	Yes	Yes
Add External Link	Allows adding a link to an external site for Manitou or Stages integration	Yes

Systems

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View system information	Yes	Yes	Yes	Yes	Yes
Add	Add a new system	Yes	Yes	Yes
Edit	Edit system information	Yes	Yes	Yes
Delete	Delete a system	Yes	Yes

RMR

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View RMR information	Yes	Yes	Yes	Yes	Yes
Add	Add new RMR	Yes	Yes	Yes
Edit	Edit RMR information	Yes	Yes	Yes
Delete	Delete RMR	Yes	Yes
Invoice Generation	Generate Recurring Invoices	Yes	Yes
Rate Change	Ability to use the Rate Change utility	Yes	Yes

Documents

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Download	Download a document	Yes	Yes	Yes	Yes	Yes
Add	Add a new document	Yes	Yes	Yes	Yes	Yes
Edit	Edit an existing document	Yes	Yes	Yes	Yes	Yes
Delete	Delete an existing document	Yes	Yes	Yes	Yes	Yes

Payments

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View a customer payment YES shows the Payments tab on the customer detail page and shows the Accounts Receivable > Payments menu NO hides both of these	Yes	Yes	Yes		Yes
Add	Add a new customer payment	Yes	Yes	Yes
Edit	Edit a customer payment	Yes	Yes	Yes
Delete	Delete a customer payment	Yes	Yes
Submit	Ability to submit individual transactions for funding	Yes	Yes	Yes
Submit All	Ability to submit all transactions for funding	Yes	Yes
Refund	Create a customer refund	Yes	Yes
Apply	Apply payments to invoices	Yes	Yes	Yes
Unapply	Unapply payment from invoice	Yes	Yes	Yes
Deposit	Deposit a payment batch	Yes	Yes	Yes

Payment Methods

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Payment Method Add	Ability to add credit cards/eChecks	Yes	Yes	Yes	Yes	Yes
Payment Method Edit	Ability to edit credit cards/eChecks	Yes	Yes	Yes	Yes	Yes
Payment Method Delete	Delete an existing document	Yes	Yes

Work Orders

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View Work Order information	Yes	Yes	Yes	Yes	Yes
Add	Add a new Work Order	Yes	Yes	Yes	Yrs
Edit	Edit Work Order information	Yes	Yes	Yes	Yes
Delete	Delete a Work Order	Yes	Yes
Hide Pricing	Hide pricing information on Work Orders	Yes
Prevent Completion	Prevent a user from completing Work Orders	Yes
Hide Cost	Hide cost information on Work Orders	Yes
Parts View		Yes
Parts Add		Yes
Parts Edit		Yes
Parts Hide Cost		Yes
Timesheets View		Yes
Timesheets Add		Yes
Timesheets Edit		Yes
Timesheets Hide Labor Rate		Yes
Timesheets Uploader		Yes
Commission View		Yes
Commission Edit		Yes
Progress Invoice View		Yes
Progress Invoice Create		Yes
Change Order View		Yes
Change Order Create		Yes
Change Order Edit		Yes
Change Order Delete		Yes
Job Costing Edit		Yes	Yes

Proposals

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View		Yes	Yes	Yes		Yes
Add		Yes	Yes	Yes		Yes
Edit		Yes	Yes	Yes		Yes
Delete		Yes	Yes
Hide Cost		Yes
Hide Commission		Yes
Rate Edit Restriction		Yes

Recurring Work Orders

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View Recurring Work Order info	Yes	Yes	Yes
Add	Add a new Recurring Work Order	Yes	Yes	Yes
Edit	Edit Recurring Work Order info	Yes	Yes	Yes
Delete	Delete a Recurring Work Order	Yes	Yes
Generation	Generate Recurring Work Orders	Yes	Yes

Statements

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Statements	Ability to generate customer statements	Yes	Yes

Employees

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	View Employee setup record	Yes	Yes
Add	Add a new Employee record	Yes	Yes
Edit	Edit an Employee record	Yes	Yes
Delete	Delete an Employee record	Yes	Yes
Dropdown		Yes				Yes

Products

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Alarm Biller		Yes	Yes	Yes	Yes	Yes
Time Attendance		Yes	Yes	Yes	Yes	Yes
Custom Forms		Yes	Yes	Yes	Yes	Yes
Sales Automation		Yes	Yes	Yes	Yes	Yes

Time Attendance

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Pay Group Manager		Yes	Yes
Pay Roll Export		Yes	Yes
Employee Shift Edit		Yes
Hide Employee Rates		Yes

Custom Forms

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Design Form		Yes	Yrs	Yes
Delete Form		Yes	Yes
Interactive Form		Yes	Yes	Yes		Yes
E Forms Manager		Yes	Yes
Send Form		Yes	Yes	Yes	Yes	Yes

Accounts Payable

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Read	Vendors, Bills, Credits, Payments, Receipts, Purchase Orders	Yes
Add	Vendors, Bills, Credits, Payments, Receipts, Purchase Orders	Yes
Edit	Vendors, Bills, Credits, Payments, Receipts, Purchase Orders	Yes
Delete	Vendors, Bills, Credits, Payments, Receipts, Purchase Orders	Yes
Purchase Orders	Ability to use purchase orders	Yes
Accounting Periods Setup	Allows access to the Accounting Periods Setup tab	Yes
Accounting Periods Manage	Allows access to the Accounting Periods Manage tab	Yes

General Ledger

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
General Ledger	Access to the General Ledger	Yes

Sales Automation

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Sales Dept Manager		Yes
Setup Items on Fly		Yes

Query Builders

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
View	Allow use of the Query Builder	Yes	Yes	Yes
Saved Queries	Allow load of saved queries from the Query Builder	Yes	Yes	Yes
Export	Yes	Yes	Yes	Yes

Collections

Permission Name	Description	Administrator	Manager	User	Technician	Salesperson
Collections		Yes