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• Roles
  Displays the user roles. You can use the filter fields to narrow the listing of roles by entering a few letters for the role and/or description. This section also contains the New Role and Copy Role buttons.
• Role Detail
  This section is used to create and/or disable a role.

• Role Permissions
  You can assign view/edit/delete permissions for the areas listed.

Creating a New Role

1. In Schedule, select the menu icon in the top left corner next to Scheduling.
2. Select Administration.
3. Select the User Roles tab.
4. In the Roles section, select New Role.

5. In the Role Detail section, enter the Role and Description. 

   Note
   To disable a role, mark the Disabled checkbox.

   
   

6. Select Save. The role displays in the Roles section.

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1. With the created role highlighted, in the Role Permissions section you can select the Role Permissionspermissions.
2. Mark or unmark the listed areas' View, Edit, or Delete columns for the listed areas. Depending on the record, marking , if available. Marking Edit will also allow users to create the record depending on the record. For example, if you mark Edit for Service Calls, users will be able to can create a new service call.
   • Service Calls - View/Edit
   • Service Appointments - View/Edit/Delete
   • Technician Activities - View/Edit/Delete
   • Job Appointments - View/Edit/Delete
   • Notes - View/Edit/Delete
   • Attachments - View/Edit/Delete
   • Customers (Quick Create) - View/Edit
   • Service Locations - View/Edit
   • Contact Management - View/Edit/Delete
   • Building Optimization Broker - View/Edit/Delete
   • Geocoding - View/Edit
   • Equipment - View/Edit
   • Purchase Orders - View/Edit/Delete
   • Invoicing - Marking this option will let users view historical invoices in the Customer Hub.
3. Select the Save icon.

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Assigning User Roles

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1. In Schedule, select the menu icon in the top left corner next to Scheduling.
2. Select Administration.
3. Select the User Detail tab.
4. In the Users section, select the user.
5. In the User Roles section, select Assign Role.
6. In the Available Roles window, right-click on the role, and then select Delete.

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