| Description |
|---|
| Edit the permission group name. |
| Apply an existing template to a new permission group.
- Create a new permission group.
- Click Apply Template.
- Select a template from the list.
- Click Use Template.
- Click Confirm to continue.
|
| Archive a permission group. |
| Add a new permission group. |
| Import Permission Group |
| - Reset Group - Remove all currently applied permissions.
- Export - Export permission group (Not available for pre-built permission groups).
|
| Lists the key segments or areas of the AroFlo system. Each segment provides the following access options: - List - controls the ability to view lists of items, e.g.: current task list, purchase order and invoice lists.
- View - controls the ability to view/access individual items, e.g.: open a task, access print/email functions.
- Create - controls the ability to create new items, e.g.: create a task, purchase order, invoice, etc.
- Edit - controls the ability to edit individual items, e.g.: edit a task, invoice, notes, etc.
- Delete - controls the ability to delete/archive/remove individual items, e.g.: delete a task, archive a client, or remove an asset.
|
| All access options are enabled. |
| All access options are disabled. |
| Some access options are enabled. |
Actions:
|
Disable all access options for a segment.
| Note |
|---|
In order to disable an entire segment of AroFlo, you will first need to disable all related fields within other segments. For example, if you wish to disable Assets, you will need to disable all Asset fields that appear in other segments such as Quotes and Tasks. |
Displays the access options for the selected AroFlo segment on right hand side of screen. |
Access options, types, fields and filters |
Access Options | Used to set permissions for the selected segment. |
|---|
| List | Controls access to the segment's list view. For example, you may want to disable access to a current task list or invoice list. |
| View | Controls the ability to view each item within the segment. For example, allows users to open and view the task or invoice details. |
| Create | Controls the ability to create new items within the segment. For example, you may want to prevent users from creating new clients or tasks. |
| Edit | Controls the ability to edit individual items within the segment. For example, you may want to prevent users from modifying task or invoice details. |
| Delete | Controls the ability to delete or archive individual items from the segment. |
| Types | Used to set permissions for specific types or areas of the selected segment. |
|---|
| List | Controls access to specific types or areas of the segment's list view. For example, you may want to allow access to task invoices or sales invoices only. |
| View | Controls the ability to view individual items within a specific type or area of the segment. For example, you may want to allow users to open and view task invoices or sales invoices only. |
| Create | Controls the ability to create new items within a specific type or area of the segment. For example, you may want to allow users to create task invoices, but not sales invoices. |
| Edit | Controls the ability to edit individual items within a specific type or area of the segment. For example, you may want to prevent users from modifying schedules on a task. |
| Delete | Controls the ability to delete individual items within a specific type or area of the segment. |
| Fields | Used to set permissions to individual fields and functions available within a segment. |
|---|
| View | Controls the ability to view fields or access functions within a segment. For example, you can reduce the number of fields on a task, or disable certain functions such as print or email. |
| Add | Controls the ability to add items to a field. For example, you may want to allow users to add notes, but not documents and photos. |
| Edit | Controls the ability to edit items within a field. For example, you may want to restrict users from editing descriptions and notes. |
| Remove | Controls the ability to delete/archive/remove items within a field. For example, you may want to restrict users from deleting a task, archiving a client or removing an asset. |
| Filters | Used to set filters for specific segment list views. |
|---|
Quotes: Created by User Estimated by User |
Only show quotes created by the current user. Only show quotes that have the user set as the 'Estimator'. | Info |
|---|
When both quote filters are ticked, a user (in this permission group) will only see quotes that have them listed as the creator OR the estimator. |
|
Tasks: Labour Created By or Assigned to User Assigned or Scheduled to User
Material Take Stock from User
Picklist in Field |
Only allow editing of labour entries created by or assigned to the current user on a task.
Only show tasks assigned or scheduled to the current user.
If selected, will only show the current user, stock and custom holders in the "Take Stock From:" drop-down list in Task Materials.
If selected, show tasks which are both unassigned and unscheduled. Field users can then assign and/or schedule themselves to these Tasks.
|
Purchase Orders: Purchased by User |
Only show purchase orders with materials assigned to the current where the Resource shown matches the logged in user. |
Compliance Forms: Created By or Assigned to User |
Only show compliance forms created or assigned to the current user.
|
Users:
Current User |
Only show the current user in the Users list. |
Documents & Photos:
Manager Only Admin Only |
Only show documents and photos with Manager Only filter setting. Only show documents and photos with Admin Only filter setting.
|
Notes:
Manager Only Admin Only |
Only show notes with Manager Only filter setting. Only show notes with Admin Only filter setting. |
Projects:
Tasks Assigned to User |
Only show project tasks assigned to current user. |
Compliance Forms:
Created By or Assigned to User |
Only show compliance forms created by or assigned to current user. |
Reports:
Custom Standard |
Only show custom reports in the Reports Menu. Only show standard reports in the Reports Menu. |
Scheduling: Task Schedule Visiblity Restriction
Visible Schedules |
Only show schedules for a set number of days, as set in the 'Task Schedule Visibility' setting. Otherwise let this user see all schedules into the future. Only show visible schedules (and do not show those ticked with Hidden). Otherwise let this user see all schedules, including those which are hidden. |
| Event Messages: Manager / Base / Admin Performer |
Set this user to represent a performer. This is a temporary setting as AroFlo transitions to Permission Groups. |
