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.

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.

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.

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.

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.

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.

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.

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.