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@@ -50,11 +50,17 @@ Read only access
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### Limited access role rights
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#### Service technician - restricted
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| Feature | Service technician - restricted | Subcontractor | Subcontractor - restricted |
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| ---------------- | :-----------------------------: | :-----------: | :------------------------: |
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| Header | - [x] | [x] | [x] |
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| Work order items | - [] | [] | [x] |
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| Units | [x] | [] | [x] |
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#### Service technician - restricted role
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- Opening a work order
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Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only access work orders from their own personal schedule when they are scheduled on one.
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Service technician - restricted role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
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- Menu
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@@ -76,6 +82,10 @@ Read only access to the work order item Units for reference purposes only.
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They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
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- Tasks
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They are permitted to edit and complete tasks.
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- Parts
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Read only access to the work order item Parts for reference purposes only.
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@@ -90,9 +100,61 @@ Service technician - restricted role User can add and edit work order item Trave
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- Expenses
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Service technician - restricted role User can add and edit work order item Expense records fully but only when they are the User selected in the expense record.
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Service technician - restricted role User can add and edit work order item Expense records fully when they are the User selected in the expense record.
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#####
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- Outside services
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No access / not visible.
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#### Subcontractor role
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- Opening a work order
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Subcontractor role User does not have access to the `Service` section of the navigation pane so they can only open existing work orders they are scheduled on from their personal home schedule.
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- Menu
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_Report_, _View on map_ and _Help_ are the only options available in the menu to this user.
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- Header
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View none of the header fields at the top of the work order except for _Customer_, _Address_ and _Contact_.
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- Work order items
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Subcontractor role User will only see work order items if they are a scheduled User contained in that particular work order item. Other work order items where they are not a scheduled user will be invisible to them. The only work order item fields visible to them are _Summary_ and _Service notes_.
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- Units
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Read only access to the work order item Units for reference purposes only. The only fields visible are the _Unit_ name, _Model_, _Model vendor_ and _Description_.
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- Scheduled users
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They are permitted to convert the scheduled user record they appear on to a Labor record only. No other changes are permitted here.
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- Tasks
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They are permitted to edit and complete tasks.
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- Parts
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Read only access to the work order item Parts for reference purposes only. No pricing is visible.
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- Labors
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Subcontractor role User can add and edit work order item Labor records fully but only when they are the User selected in the labor record. They can not see other users labor records.
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- Travels
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Subcontractor role User can add and edit work order item Travel records fully but only when they are the User selected in the travel record. They can not see other users travel records.
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- Expenses
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No access / not visible.
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- Outside services
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No access / not visible.
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## How to access Work orders
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Reference in New Issue
Block a user