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@@ -8,6 +8,10 @@ For example a "Business administration" role can edit report templates but a "Bu
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This is useful to allow junior members of staff the ability to help other users in other departments by being able to look up information but not entrusted yet to change that information.
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Roles can be layered, in other words you can add multiple roles to a single User account to grant access to multiple areas of AyaNova. When there are multiple roles the effective rights are those of all the _greatest_ (least restrictive) rights available to each role. In other words granting a limited role to a user doesn't take away any greater rights that come from another Role granted.
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Typically, the smaller the shop the more roles each user will have and the larger the shop the fewer as each person generally has more specific responsibilities in a larger business.
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## Roles
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### All roles
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@@ -40,13 +44,31 @@ This is an appropriate role for a User responsible for setting up critical setti
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### Customer
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This role is intended to allow access to your customers and the Customer self service support features in AyaNova such as receiving in-app notifications, requesting service etc. If a Customer type user account is not granted the Customer role they will only have access to notification features.
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This role is intended to allow access to your customers and the Customer self service support features in AyaNova such as receiving in-app notifications, requesting service etc. If a Customer type user account is not granted the Customer role they will only have access to notification features.
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Customers with the Customer role are potentially able to use the Customer features of AyaNova but do not *automatically* have access to all customer features in AyaNova, those rights are finer grained and controlled in detail via the [Global settings form customer access section](adm-global-settings.md/#customer-access-settings).
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Customers with the Customer role are potentially able to use the Customer features of AyaNova but do not _automatically_ have access to all customer features in AyaNova, those rights are finer grained and controlled in detail via the [Global settings form customer access section](adm-global-settings.md/#customer-access-settings).
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`Customer - restricted` role is the read-only version of the full Customer role and intended for viewing Customer centric features but not making changes like creating a new [Customer service request](svc-csr.md) for example.
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### Service manager
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This role is intended for users who will need to perform the typical tasks of a Service manager such as scheduling service checking up on service performed, creating quotes and preventive maintenance orders, viewing inventory (but not changing it) and being able to view and change data related to overall service.
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In addition this role has access to the Accounting navigation pane features such as full read/write access to contracts, service and travel rates and read only access to tax codes.
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This user can also view Costs for rates and parts.
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`Service manager - restricted` read-only rights to access the same items as the full Service manager role.
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### Head office
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This role is intended to be used by a Customer type user who is responsible for multiple AyaNova Customers. In most ways it's identical to a Customer role but has the ability to view workorders, create and view service requests for any Customer in AyaNova that shares the same Head Office as this User.
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There is no limited version of this role.
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### Inventory
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This role has full access to all items in the Inventory navigation pane as well as the Vendors navigation pane item. Inventory role does _not_ have access to any items in the Service, Accounting, Administration or Operations navigation pane areas.
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## How to set roles
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Reference in New Issue
Block a user