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Default page permissions

Before you begin

To save space, the permission names in this article are abbreviated.  For example, the "Can Access The 'Asset Category' Page" permission is abbreviated to "Can Access..." in the table.

The tables below lists the default page permissions for the default user groups we provide. To learn more about page permissions in general, see the Page permissions section in About permissions.

Page

Permission

Guests

Log.

Mgr.

Purch.

Tech.

Admin.

Add To Open Purchase Order

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

 

Has 'Import' Button...

-

-

-

Add to Open RFQ

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Asset Business

 

 

 

Can Access...

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

Has 'Import' Button...

-

-

Asset

 

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

-

 

Asset Event

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

Asset Events History

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Asset File

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

-

Assets

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Asset Parts Supplies

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

-

Assigned Assets

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Assigned Work Orders

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

BOM Groups Manager

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

BOMGroup

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Business

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

 

Business Contact

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Business File

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Businesses

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Calendar

Can Access...

-

-

-

Current Stock

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Cycle Count

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

 

Cycle Counts

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Dashboard

Can See Timeline

Email or Print RFQ

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Failure Code Actions

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Failure Code Causes

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Failure Code Problems

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Failure Code Similar Work Orders

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Message

 

 

Can Access...

-

Has 'Save' Button...

-

Has 'Print' Button...

-

Has 'Import' Button...

-

 

 

 

Messages

 

 

 

Can Access...

-

Has 'New' Button...

-

Has 'Edit' Menu Item...

-

Has 'Print' Button...

-

Has 'Delete' Button...

-

Has 'Export' Button...

-

Has 'Import' Button...

-

 

Meter Reading

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

Meter Reading History

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

 

Misc Cost

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Move

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

 

Move Back

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

My Purchase Requests

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

 

Nested PMs

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Nested PMs Configuration

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Nested PMView Modal

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Part Supply Classification

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

-

Parts and Supplies Classification

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

 

Personnel

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

Project

 

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Project File

 

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Projects

 

 

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Purchase Order Comment

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Purchase Order

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Purchase Order File

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Purchase Order Line Item

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Purchase Order Line Items

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Purchase Order User

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Purchase Order, Comment Email Or Print

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Purchase Orders

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Purchase Request

 

 

Can Access...

-

Has 'Save' Button...

-

Has 'Print' Button...

-

Has 'Import' Button...

-

Receipt

 

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

Receipt Line Item

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Receipts

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Receive Part To Multiple Locations

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Report

 

 

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Reports

 

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Reports To User

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

 

RFQ

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

 

RFQ File

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

 

RFQ Line Item

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

RFQs

 

 

 

 

 

Can Access...

-

-

Has 'New' Button...

-

-

Has 'Edit' Menu Item...

-

-

Has 'Print' Button...

-

-

Has 'Delete' Button...

-

-

Has 'Export' Button...

-

-

Has 'Import' Button...

-

-

 

Scheduled Maintenance Business

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Scheduled Maintenance Details

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Scheduled Maintenance File

 

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Scheduled Maintenance List

 

 

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Scheduled Maintenance Trigger

 

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Scheduled Parts

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Scheduled Task

 

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Scheduler

 

 

Can Access...

-

-

-

Can Edit...

-

-

-

-

Can Access Filter...

-

-

-

-

Select Classes for Cycle Count

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Select From Multiple Suppliers

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Select Parts For Bill of Materials

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

Select Purchase Order Cost Type

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Select Supplier and Confirm Information

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Stock

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Import' Button...

-

-

-

Stock Adjustment

 

 

 

 

 

 

Can Access...

-

-

-

Has 'New' Button...

-

-

-

Has 'Edit' Menu Item...

-

-

-

Has 'Print' Button...

-

-

-

Has 'Delete' Button...

-

-

-

Has 'Export' Button...

-

-

-

Has 'Import' Button...

-

-

-

 

Submit Work Request

 

 

Can Access...

-

Has 'Save' Button...

-

Has 'Print' Button...

-

Has 'Import' Button...

-

 

Task

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

Task Group

 

 

Can Access...

-

-

-

-

Has 'Save' Button...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

Task Groups

 

 

 

 

 

 

Can Access...

-

-

-

-

Has 'New' Button...

-

-

-

-

Has 'Edit' Menu Item...

-

-

-

-

Has 'Print' Button...

-

-

-

-

Has 'Delete' Button...

-

-

-

-

Has 'Export' Button...

-

-

-

-

Has 'Import' Button...

-

-

-

-

 

User

 

 

Can Access...

-

Has 'Save' Button...

-

Has 'Print' Button...

-

Has 'Import' Button...

-

User Certification

 

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

 

User File

 

 

Can Access...

-

Has 'Save' Button...

-

Has 'Print' Button...

-

Has 'Import' Button...

-

 

Warranty Certificate

 

 

Can Access...

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

Has 'Import' Button...

-

-

-

Work Order Administration

 

 

 

 

Can Access...

-

-

-

Has 'Save' Button...

-

-

-

Has 'Print' Button...

-

-

-

Can See 'Log Work' Info...

-

-

-

Can Toggle 'Requires Signature'...

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Work Order Business

 

 

Can Access...

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Has 'Save' Button...

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Has 'Print' Button...

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Has 'Import' Button...

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Work Order File

 

 

Can Access...

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Has 'Save' Button...

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Has 'Print' Button...

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Has 'Import' Button...

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Work Order Parts

 

 

 

Can Access...

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Has 'Save' Button...

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Has 'Print' Button...

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Has 'Import' Button...

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Work Order Task

 

 

 

Can Access...

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Has 'Save' Button...

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Has 'Print' Button...

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Has 'Import' Button...

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Work Order User

 

 

 

Can Access...

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Has 'Save' Button...

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Has 'Print' Button...

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Has 'Import' Button...

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Work Orders

 

 

 

 

 

Can Access...

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Has 'New' Button...

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Has 'Print' Button...

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Has 'Edit' Menu Item...

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Has 'Update/Close Work Order' Menu Item...

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Has 'Delete' Button...

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Has 'Export' Button...

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Has 'Import' Button...

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