Assigning a licence and role to a User determines what they can do in the application. It specifically determines the access to features, functionalities, resources, permissions to use the software or services, etc. This ensures the efficiency and secure operation of an organisation's processes and workflows.
Please note:
- Licence cost is based on the plan you choose and licence type.
- Monthly/rolling license's are billed ahead.
- Daily licence cost vary per plan.
- You need to purchase the licence before adding/editing the User.
Assign a licence to a new user
- Profile Icon > Settings > Users > Add new user > Job management > Choose Licence > Set Role Level > Save
Edit a licence on an exiting user
- Profile Icon > Settings > Users > View on specific user > Edit licensing details > Sales > Choose Licence type > Set Role Level > Save
Choosing a Role Level
Determines permission levels for Read, Write, Update, and Delete.
Engineer
- This user has the most basic access to the system, only what is required for them to view and complete the jobs that they are assigned. They cannot edit their own diaries.
Engineer with diary (Engineer +)
- This user has the same permissions as a standard engineer but with the added ability to add to their own diary if need be.
Engineer with invoice (Engineer with diary +)
- This is a standard engineer with the ability to add to their own diary as well as being able to create invoices.
Senior engineer (Engineer with invoice +)
- This user is a standard engineer with the ability to edit everyone’s diary and to create invoices.
Office staff (Senior engineer +)
- This user is a standard member of the office staff. This person will generally create and manage jobs and general office work. They can also raise invoices and manage customers but have limited access to reporting areas.
Financial office staff (Office staff +)
- This user is a standard member of the financial office staff. This person will generally create and manage jobs and invoices, with more extensive reporting features.
Owner/manager (Financial office +)
- User will have full access to all features.
- Responsible for assigning roles and licence to other users.