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@@ -18,7 +18,7 @@ Typically, the smaller the shop the more roles each user will have and the large
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All roles have access to their own `Home` navigation menu options in AyaNova.
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### SuperUser account
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### AyaNova SuperUser account
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The AyaNova super user account has all roles (except Customer roles) by default and it's roles can not be modified.
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@@ -50,16 +50,6 @@ Customers with the Customer role are potentially able to use the Customer featur
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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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@@ -72,7 +62,49 @@ This role has full access to all items in the Inventory navigation pane as well
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`Inventory - restricted` read-only rights to access the same items as the full Inventory role.
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### Operations
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### Sales
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This role is intended for the Sales department staff involved in selling service to customers. They have full access to Customers, Head offices, Quotes and read only access to Vendors, most Accounting and Service navigation pane items.
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`Sales - restricted` read-only rights to the above Sales role items.
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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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### Service technician
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This role is for service technicians that are employees of the service company. Technicians can view all items in the `Customer` navigation pane but not edit them. In the `Service` pane they have full read-write access to all areas of Service work orders with the exception of any Cost fields as well as full access to Customer Units, however they do not see any Quotes or Preventive Maintenance orders and have read-only access to Customer Service Requests, Loaner items and Projects.
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They are also permitted to view read-only `Vendors` and `Accounting` navigation pane items.
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`Service technician - restricted` - this role is appropriate for less trusted, probationary or new staff service technicians and allows a User to perform service with the lowest possible access to any unrelated data to their job. They can be scheduled on work orders and view their own schedule only from their `Home -> Schedule` navigation pane as well as enter the labor, travel or expenses of work they perform only on a work order's item where they are one of the scheduled users.
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They can not view any prices or costs or see any other details of a work order where they are not involved.
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See the [Low permission users](svc-workorders.md/#low-permission-users) section of the work order documentation for details.
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Aside from their `Home` navigation pane items, there are no other areas of AyaNova available to restricted technicians.
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### Subcontractor
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This role is for service technicians that are contracted to your service company or doing work on your behalf but are not employees.
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This role allows a User to perform service with the lowest possible access to any unrelated data to their job. They can be scheduled on work orders and view their own schedule only as well as enter the labor, travel or expenses of work they perform only on a work order item where they are one of the scheduled users.
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They can not view any prices or costs or see any other details of a work order where they are not involved.
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See the [Low permission users](svc-workorders.md/#low-permission-users) section of the work order documentation for details.
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`Subcontractor - restricted` read-only rights to the above Subcontractor role items.
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### System operations
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This role has full access to the `Server operations` navigation pane area and **no access** to any business related items in AyaNova.
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@@ -84,41 +116,6 @@ In other words this user can manage the server and check up on it but cannot vie
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There should always be a non I.T. User assigned with `Operations - restricted` role set as it is a critically important task to confirm the daily backup is operating as it should and a second set of eyes on the backup and server log is always desireable.
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### Sales
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This role is intended for the Sales department staff involved in selling service to customers. They have full access to Customers, Head offices, Quotes and read only access to Vendors, most Accounting and Service navigation pane items.
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`Sales - restricted` read-only rights to the above Sales role items.
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### Subcontractor
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This role is for service technicians that are contracted by the service company but are not employees, however it can be also be used for *employees* that are extremely restricted in what they can do or see in AyaNova (probationary or new employees).
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This role allows a User to perform service with the lowest possible access to any unrelated data to their job. They can be scheduled on work orders and view their own schedule only as well as enter the labor, travel or expenses of work they perform only on a work order item where they are one of the scheduled users.
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They can not view any prices or costs or see any other details of a work order where they are not involved.
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See the [Low permission users](svc-workorders.md/#low-permission-users) section of the work order documentation for details.
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`Subcontractor - restricted` read-only rights to the above Subcontractor role items.
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### Technician
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This role is for service technicians that are employees of the service company. Technicians can view all items in the `Customer` navigation pane but not edit them. In the `Service` pane they have full read-write access to all areas of Service work orders with the exception of any Cost fields as well as full access to Customer Units, however they do not see any Quotes or Preventive Maintenance orders and have read-only access to Customer Service Requests, Loaner items and Projects.
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They are also permitted to view read-only `Vendors` and `Accounting` navigation pane items.
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`Service technician - restricted` - this role has similar restrictions to a `Subcontractor` role [above](#subcontractor) and this role is appropriate for less trusted, probationary or new staff service technicians.
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This role allows a User to perform service with the lowest possible access to any unrelated data to their job. They can be scheduled on work orders and view their own schedule only from their `Home -> Schedule` navigation pane as well as enter the labor, travel or expenses of work they perform only on a work order's item where they are one of the scheduled users.
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They can not view any prices or costs or see any other details of a work order where they are not involved.
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See the [Low permission users](svc-workorders.md/#low-permission-users) section of the work order documentation for details.
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Aside from their `Home` navigation pane items, there are no other areas of AyaNova available to restricted technicians.
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## How to set roles
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Roles are set through the [user edit form](adm-users.md#authorization-roles).
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Roles are set through the [User edit form](adm-users.md#authorization-roles).
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