Schedule has three pre-defined roles that cannot be disabled, Administrator, Dispatcher, and View Only. You can create additional roles for your users, but a user can only be assigned to one role.

Pre-Defined Roles

Administrator
Has all View/Edit/Delete permissions. Some of the Delete permissions are not available as these are created in Service Management.
Dispatcher
Has View/Edit permissions and you can select specific Delete permissions.
View Only
This role has only View permissions.

The User Roles window has three sections.

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

In Schedule, select the menu icon in the top left corner next to Scheduling.
Select Administration.
Select the User Roles tab.
In the Roles section, select New Role.
In the Role Detail section, enter the Role and Description.
To disable a role, mark the Disabled checkbox.
Select Save. The role displays in the Roles section.

Assigning Permissions to a Role

With the created role highlighted, in the Role Permissions section you can select the permissions.
Mark or unmark the listed areas' View, Edit, or Delete columns, 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 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 - View - Marking this option will let users view historical invoices in the Customer Hub. Users will also need security access to view the Inquiry window in Signature.
Select the Save icon.

Assigning User Roles

A user is limited to one role, although one role may be assigned to more than one user.

In Schedule, select the menu icon in the top left corner next to Scheduling.
Select Administration.
Select the User Detail tab.
In the Users section, select the user.
In the User Roles section, select Assign Role.
In the Available Roles window, mark the Role checkbox.
Select Assign Role.

Deleting Roles

A role can only be deleted if it is not assigned to users.

In Schedule, select the menuicon in the top left corner next to Scheduling.
Select Administration.
Select the User Detail tab.
In the Users section, select the user.
In the User Roles section, select Assign Role.
In the Available Roles window, right-click on the role, and then select Delete.

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