You are here:

User Roles and Work Order Permissions

User Roles determine the options individual Users have to access and work with items in GLOBAL. User Roles are combined to create User Groups, as seen in User Groups. User Roles can be added to existing User Groups or combined to create new User Groups. Individual User Roles can also be assigned to users to allow them to access and work with items in GLOBAL not available to the User Group the user is assigned to. Only Administrators can make changes to User Role and User Group assignments. When changes are made to User Role assignments, the affected user(s) must log out of GLOBAL and log back in for the change to take effect.

Some User Roles also allow users to access and work with items on Work Orders, as described in the Work Orders Permission section below.

The following information describes how each User Role interacts with the items available on the left menu in GLOBAL.

WO Roles

Users must have at least one WO role assigned to view and access the Work Orders menu. Click on the menu name to see more information about each user role.

Work Orders Menu

Work Orders Menu	WO User	WO Manager	WO Admin
Work Orders	Create and submit Work Orders Edit Work Orders Issue and complete Work Orders created by the User Access Mobile Technician app when other requirements are met	Create and submit Work Orders Edit Work Orders Issue and complete Work Orders Access Mobile Technician app when other requirements are met	Create and submit Work Orders Edit Work Orders Issue and complete Work Orders Delete Work Orders assigned to the same Site as the User Access Mobile Technician app when other requirements are met
Service Requests	View submitted Service Requests	View submitted Service Requests	View submitted Service Requests
Manage Requests	No access	No access	Create Work Orders from Service Requests Merge Service Requests with existing Work Orders Link Service Requests to existing Tasks Reject Service Requests
Task Queue	Filter and search for Tasks Create Tasks assigned to self Edit Tasks	Filter and search for Tasks Create Tasks Edit Tasks Delete Tasks	Filter and search for Tasks Create Tasks Edit Tasks Delete Tasks
Tasks	Create Tasks assigned to self Edit Tasks	Create Tasks Edit Tasks Delete Tasks	Create Tasks Edit Tasks Delete Tasks

Manage Requests Role

The Manage Requests role allows users to manage and process received service requests, and can be added to any User record. The Manage Requests page is available from the Work Orders menu.

Work Orders Menu	Manage Requests Role
Manage Requests	Create Work Orders from Service Requests Merge Service Requests with existing Work Orders Link Service Requests to existing Tasks Reject Service Requests

Work Orders Menu

Manage Requests Role

Manage Requests

Create Work Orders from Service Requests

Merge Service Requests with existing Work Orders

Link Service Requests to existing Tasks

Reject Service Requests

PM Roles

Users must have at least one PM role assigned to view and access the Preventive Maintenance menu. Click on the menu name to see more information about each user role.

Preventive Maintenance Menu

Preventive Maintenance Menu	PM User	PM Manager	PM Admin
PMs	View PMs	View PMs Create and submit PMs Edit PMs	View PMs Create and submit PMs Edit PMs Delete PMs
PM Calendar	View PM Calendar	View PM Calendar	View PM Calendar
Schedule Templates	View Schedule Templates	View Schedule Templates Create and submit Schedule Templates Edit Schedule Templates	View Schedule Templates Create and submit Schedule Templates Edit Schedule Templates Delete Schedule Templates

PM User

PM Manager

PM Admin

PMs

View PMs

Create and submit PMs

Edit PMs

View PMs

Create and submit PMs

Edit PMs

Delete PMs

PM Calendar

View PM Calendar

Schedule Templates

View Schedule Templates

Create and submit Schedule Templates

Edit Schedule Templates

View Schedule Templates

Create and submit Schedule Templates

Edit Schedule Templates

Delete Schedule Templates

Maintenance Roles

Users must have at least one Maintenance role assigned to view and access the Resources, Administration, Organization, and Directory menus. Click on the menu names to see more information about each user role.

Resources Menu

Resources Menu	Maintenance User	Maintenance Manager	Maintenance Admin
Shops	View Shops	View Shops Add Shops Edit Shops the User has added	View Shops Add Shops Edit Shops Delete Shops that are assigned to the same Site as the User
Labor	View Labor	View Labor Add Labor items Edit Labor items	View Labor Add Labor items Edit Labor items Delete Labor items that are assigned to the same Site as the User
Vendors	View Vendors	View Vendors Add Vendors Edit Vendors	View Vendors Add Vendors Edit Vendors Delete Vendors that are assigned to the same Site as the User
Other Costs	View Other Costs	View Other Costs Add Other Costs items Edit Other Costs items	View Other Costs Add Other Costs items Edit Other Costs items Delete Other Costs items
Documents	View Documents Add Documents Edit Documents entries Download Documents	View Documents Add Documents Edit Documents entries Download Documents	View Documents Add Documents Edit Documents entries Download Documents Delete Documents

Administration Menu

Administration Menu	Maintenance User	Maintenance Manager	Maintenance Admin
Services	View Services	View Services Add Services Edit Services	View Services Add Services Edit Services Delete Services
Priorities	View Priorities	View Priorities Add Priorities Edit Priorities	View Priorities Add Priorities Edit Priorities Delete Priorities
Maintenance Categories	View Maintenance Categories	View Maintenance Categories Add Maintenance Categories Edit Maintenance Categories	View Maintenance Categories Add Maintenance Categories Edit Maintenance Categories
Shifts	View Shifts	View Shifts Add Shifts Edit Shifts	View Shifts Add Shifts Edit Shifts Delete Shifts

Organization Menu

Organization Menu	Maintenance User	Maintenance Manager	Maintenance Admin
Site	View Sites	View Sites Add Sites Edit Sites the User is assigned to	View Sites Add Sites Edit Sites the User is assigned to Delete Sites the User is assigned to
Departments	View Departments	View Departments Add Departments Edit Departments	View Departments Add Departments Edit Departments Delete Departments
Accounts	View Accounts	View Accounts Add Accounts Edit Accounts	View Accounts Add Accounts Edit Accounts Delete Accounts

Maintenance User

Maintenance Manager

Maintenance Admin

Site

View Sites

Add Sites

Edit Sites the User is assigned to

View Sites

Add Sites

Edit Sites the User is assigned to

Delete Sites the User is assigned to

Departments

View Departments

Add Departments

Edit Departments

View Departments

Add Departments

Edit Departments

Delete Departments

Accounts

View Accounts

Add Accounts

Edit Accounts

View Accounts

Add Accounts

Edit Accounts

Delete Accounts

Directory Menu

Directory Menu	Maintenance User	Maintenance Manager	Maintenance Admin
Contacts	View Contacts Add Contacts Edit Contacts the User has added	View Contacts Add Contacts Edit Contacts	View Contacts Add Contacts Edit Contacts Delete Contacts
Organizations	View Organizations Add Organizations Edit Organizations the User has added	View Organizations Add Organizations Edit Organizations	View Organizations Add Organizations Edit Organizations Delete Organizations
Contact Types	View Contact Types	View Contact Types Add Contact Types Edit Contact Types	View Contact Types Add Contact Types Edit Contact Types Delete Contact Types
Organization Types	View Organization Types	View Organization Types Add Organization Types Edit Organization Types	View Organization Types Add Organization Types Edit Organization Types Delete Organization Types
Position Types	View Position Types	View Position Types Add Position Types Edit Position Types	View Position Types Add Position Types Edit Position Types Delete Position Types

Asset Roles

Users must have at least one Assets role assigned to view and access the Assets and Libraries menus. Click on the menu names to see more information about each user role.

Assets Menu

Assets Menu	Assets User	Assets Manager	Assets Admin
Assets	View Assets	View Assets Add Assets Edit Assets	View Assets Add Assets Edit Assets Delete Assets
Asset Types	View Asset Types	View Asset Types Add Asset Types Edit Asset Types	View Asset Types Add Asset Types Edit Asset Types Delete Asset Types
Components	View Components	View Components Add Components Edit Components	View Components Add Components Edit Components Delete Components
Component Types	View Component Types	View Component Types Add Component Types Edit Component Types	View Component Types Add Component Types Edit Component Types Delete Component Types
Bill of Materials	View Bill of Materials	View Bill of Materials Add Bill of Materials Edit Bill of Materials	View Bill of Materials Add Bill of Materials Edit Bill of Materials Delete Bill of Materials
Groups	View Groups	View Groups Add Groups Edit Groups	View Groups Add Groups Edit Groups Delete Groups

Libraries Menu

Libraries Menu	Assets User	Assets Manager	Assets Admin
Failures	View Failures	View Failures Add Failures Edit Failures	View Failures Add Failures Edit Failures Delete Failures
Functions	View Functions	View Functions Add Functions Edit Functions	View Functions Add Functions Edit Functions Delete Functions
Meters	View Meters Templates	View Meters Templates Add Meters Templates Edit Meters Templates	View Meters Templates Add Meters Templates Edit Meters Templates Delete Meters Templates
Conditions	View Conditions	View Conditions Add Conditions Edit Conditions	View Conditions Add Conditions Edit Conditions Delete Conditions
Specifications	View Specifications	View Specifications Add Specifications Edit Specifications	View Specifications Add Specifications Edit Specifications Delete Specifications
Warranties	View Warranties	View Warranties Add Warranties Edit Warranties	View Warranties Add Warranties Edit Warranties Delete Warranties

Inventory Roles

Users must have at least one Inventory role assigned to view and access the Parts and Locations items on the Inventory menu. Click on the menu name to see more information about each user role.

Inventory Menu

Inventory Menu	Inventory User	Inventory Manager	Inventory Admin
Parts	View Parts	View Parts Add Parts Edit Parts Issue Parts Add Parts Order Request	View Parts Add Parts Edit Parts Delete Parts Order Parts Issue Parts Classify Parts as Spare Transfer Parts
Locations	View Locations	View Locations Add Locations Edit Locations	View Locations Add Locations Edit Locations Delete Locations

Inventory User

Inventory Manager

Inventory Admin

Parts

View Parts

Add Parts

Edit Parts

Issue Parts

Add Parts Order Request

View Parts

Add Parts

Edit Parts

Delete Parts

Order Parts

Issue Parts

Classify Parts as Spare

Transfer Parts

Locations

View Locations

Add Locations

Edit Locations

View Locations

Add Locations

Edit Locations

Delete Locations

Purchase Order Roles

Users must have at least one Purchase Order role assigned to view and access the Orders and Receiving items on the Inventory menu. Click on the menu name to see more information about each user role.

Inventory Menu (Purchase Order Roles)

Inventory Menu	Purchase Order User	Purchase Order Reviewer	Purchase Order Manager	Purchase Order Admin
Orders	View Purchase Orders Add Purchase Orders Add items to existing Purchase Orders Edit Purchase Orders status Edit Purchase Order items assigned to the same Site as the User	View Purchase Orders Edit Purchase Orders status	View Purchase Orders Add Purchase Orders Edit Purchase Orders assigned to the same Site as the User	View Purchase Orders Add Purchase Orders Edit Purchase Orders Delete Purchase Orders (Completed Purchase Orders cannot be deleted.)
Receiving	View Receiving items Add Receiving items Edit Receiving items Receive Purchase Order items assigned to the same Site as the User	View Receiving items	View Receiving items Add Receiving items Edit Receiving items assigned to the same Site as the User Receive Purchase Order items assigned to the same Site as the User	View Receiving items Add Receiving items Edit Receiving items assigned to the same Site as the User Delete Receiving items assigned to the same Site as the User Receive Purchase Order items assigned to the same Site as the User

Inventory Menu

Purchase Order User

Purchase Order Reviewer

Purchase Order Manager

Purchase Order Admin

Orders

View Purchase Orders

Add Purchase Orders

Add items to existing Purchase Orders

Edit Purchase Orders status

Edit Purchase Order items assigned to the same Site as the User

View Purchase Orders

Edit Purchase Orders status

View Purchase Orders

Add Purchase Orders

Edit Purchase Orders assigned to the same Site as the User

View Purchase Orders

Add Purchase Orders

Edit Purchase Orders

Delete Purchase Orders (Completed Purchase Orders cannot be deleted.)

Receiving

View Receiving items

Add Receiving items

Edit Receiving items

Receive Purchase Order items assigned to the same Site as the User

View Receiving items

Add Receiving items

Edit Receiving items assigned to the same Site as the User

Receive Purchase Order items assigned to the same Site as the User

View Receiving items

Add Receiving items

Edit Receiving items assigned to the same Site as the User

Delete Receiving items assigned to the same Site as the User

Receive Purchase Order items assigned to the same Site as the User

Reports and Analytics Roles

Users must have at least one Reports role assigned to view and access the Reports menu. Click on the menu names to see more information about each user role.

Reports Menu

Reports Menu	Reports User	Analytics User
Generate Reports	Generate Reports View Generated Reports Export Reports View Exported Reports Delete Exported Reports	Generate Reports View Generated Reports Export Reports View Exported Reports Delete Exported Reports
Exported Reports	View Exported Reports Download Exported Reports Delete Exported Reports	View Exported Reports Download Exported Reports Delete Exported Reports
Analytics	No access	Access to GLOBAL Analytics (GLOBAL Analytics opens in a separate tab.)

Reports User

Analytics User

Generate Reports

View Generated Reports

Export Reports

View Exported Reports

Delete Exported Reports

Generate Reports

View Generated Reports

Export Reports

View Exported Reports

Delete Exported Reports

Exported Reports

View Exported Reports

Download Exported Reports

Delete Exported Reports

View Exported Reports

Download Exported Reports

Delete Exported Reports

Analytics

No access

Access to GLOBAL Analytics (GLOBAL Analytics opens in a separate tab.)

Work Order Permissions

Certain User roles allow users to add, change, or edit information on work orders. Click on the menu name to see more information about each user role.

Work Order Permissions

Permissions	WO User	WO Manager	WO Admin	Inventory User	Inventory Manager	Inventory Admin	Maintenance User	Maintenance Manager	Maintenance Admin
Add / edit own labor time, use timers
Add / edit other users' labor time
Add / edit total labor time
Add / edit parts
Change status on Work Order or Task
Cancel Work Order or Task
Delete Work Order
Add / edit Other Costs
Add / edit Documents