Overview

The program offers the capability to grant or remove permissions for various users based on their assigned roles within different sections of the program.


Benefits

This functionality allows administrators or authorized personnel to control access and actions within the system, and navigate the program's features effortlessly.

 

Specifics

  1. Navigate to Company / User section of the program.
  2. Select the user for whom you would like to view/change permissions. 
  3. Once the desired changes are made by selecting or deselecting the appropriate options, click Save.
  4. To apply the recent changes, locate and click on the Drill Icon at the top left corner of the program and select Refresh User Permissions from the dropdown menu. This needs to be completed by the User to whom the changes apply.


Note

Step 4 above excludes changes made to Admin. In order to apply Admin's permissions, the program needs to be restarted.


Access Permissions Types

  1. Read permission generally allows the user to view the information for the selected section.
  2. Write permission grants the user the ability to add and edit information for the selected section.
  3. Delete permission enables the user to delete information from the selected section.
  4. Central Access provides the user with permission to navigate to the specific section of the program.
  5. Export permission allows the user to export data from any grid within the selected section to Excel.

    Additional Fields under Access Permissions

  6. Updated by field indicates the person responsible for granting or modifying the permissions.
  7. Updated on field shows the date and time when the permission change was made.



Modules and Corresponding Permissions

Permissions can be granted for each module within the selected menu. The availability of these permissions may vary depending on the user's role and the specific system configuration. Some permissions only work in conjunction with others.

Accounting

Accounting - Adjustment
ReadThe user can view Open Balance Activity and Adjustment History grids, and access reports.
WriteThe user is able to make & edit balance adjustments.
DeleteThe user is able to delete balance adjustments.
Central AccessThe user can access the Adjustment screen.
ExportThe user is able to еxport the Adjustment History grid to Excel.


Accounting - Billing
ReadThe user can view Invoice Activity grid, email an invoice and access reports.
WriteThe user is able to edit an invoice, issue jobless invoices, and create invoice line items.
DeleteThe user is able to remove line items and billing terms on invoices, delete jobless or merged invoices which have not been marked as Processed, and delete invoice line items. 
Central AccessThe user can access the Billing screen.
ExportThe user is able to export the grid to Excel. 


Accounting - Collection
ReadThe user can view collections, access reports and create/edit collection notes.
WriteOnly applicable in conjunction with permissions for other modules.
DeleteOnly applicable in conjunction with permissions for other modules.
Central AccessThe user can access the Collection screen.
ExportThe user is able to export the grids to Excel.


Accounting - Credit Memo
ReadThe user can view Credits by Account and Credit Memo Activity grids, and access reports.
WriteThe user is able to issue and edit credit memos. 
DeleteThe user is able to delete credit memos.
Central AccessThe user can access the Credit Memo screen.
ExportThe user is able to export grids to Excel. 


Accounting - Credit Memo Approval
WriteThe user is able to approve credit memos. This works in conjunction with all permissions given for Accounting-Credit Memo.


Accounting - Finance Charge
ReadThe user can view finance charges and access reports.
WriteThe user is able to assess new charges and make balance adjustments.
DeleteThe user is able to delete finance charges.
Central AccessThe user can access the Finance Charge screen.
ExportThe user is able to export grids to Excel. 


Accounting - Ledger/Journal 
Central AccessThe user can access the Ledger/Journal screen and view financial information for the current database.


Accounting - Ledger/Journal Consolidation
WriteThe user is able to consolidate multiple databases by clicking on "Include" and selecting the databases to be consolidated. 


Accounting - Receivable
ReadThe user can view payments, payment activity and access reports.
WriteThe user is able to add and edit payments, as well as issue refunds. 
DeleteThe user is able to delete payments.
Central AccessThe user can access Receivable screen. 
ExportThe user is able to export grids to Excel. 


Accounting - Transactions
ReadThe user is able to view transaction ledger and access reports.
WriteOnly applicable in conjunction with permissions for other modules.
DeleteOnly applicable in conjunction with permissions for other modules.
Central AccessThe user can access Transactions screen.
ExportThe user is able to export grids to Excel. 

Assets

Assets - Fleet
ReadThe user can view fleet information and access reports.
WriteThe user is able to add and edit equipment.
DeleteThe user is able to delete equipment.
Central AccessThe user can access the Fleet screen.
ExportThe user is able to export grids to Excel.


Assets - Gallery
ReadThe user can view uploaded files in the gallery. 
WriteThe user is able to upload and edit files.
DeleteThe user is able to delete uploaded files. 
Central AccessThe user can access the Gallery screen.
ExportThe user is able to export grids to Excel. 


Assets - Location
ReadThe user can view location information and access reports. 
WriteThe user is able to add and edit locations.
DeleteThe user is able to delete a location.
Central AccessThe user can access the Location screen.
ExportThe user is able to export the Location Overview grid to Excel. 


Assets - Maintenance
ReadThe user can view maintenance information, print maintenance ticket and access reports.
WriteThe user is able to add, edit and cancel maintenance.
DeleteThe user is able to delete maintenance records.
Central AccessThe user can access the Maintenance screen.
ExportThe user is able to export the grid to Excel. 


Assets - Maintenance Review Timecard
WriteNot currently enabled in the system.


Assets - Permit
ReadThe user can view permits and licenses and access reports. 
WriteThe user is able to assign, edit and renew permits for companies, employees, equipment, etc.
DeleteThe user is able to delete a permit.
Central AccessThe user can access the Permit screen.
ExportThe user is able to export Permit & License Assignment grid to Excel. 

Auditing

Auditing - Invoice Items
The user can only view invoice items. All permissions in this module require permissions for other modules. 

Company

Company - Application User
ReadThe user can view access permissions for all users in the Users screen and view users' information in the Account screen.
WriteThe user is able to add new users, grant or remove access permissions in the Users screen, change log in information and add license assignment in the Account screen.
DeleteThe user is able to delete users.
Central AccessThe user can access Users and Account screens. 
ExportThe user is able to export grids to Excel from Users and Account screens. 


Company - Business Object Grouping
ReadThe user can view details of each group created by clicking on "Edit" but cannot make changes.
WriteThe user is able to add and edit business object groups.
DeleteThe user is able to delete business object groups.
Central AccessDoes not apply.
ExportDoes not apply.


Company - Emails
ReadThe user can view email lists and email history, that are not marked private.
WriteThe user is able to create and edit emails lists and send emails from the system, that are not marked private in the email log.
DeleteThe user is able to delete email lists.
Central AccessThe user can access Email Log and Email List screens.
ExportThe user is able to export grids to Excel.


Company - Information & Settings
ReadThe user can access the settings options in the orangemenu (located at the top left hand corner of the program). Please refer to note below for exceptions.
WriteThe user is able to edit the settings options in the orangemenu (located at the top left hand corner of the program). Please refer to note below for exceptions. 
DeleteThe user is able to delete within the settings options in the orangemenu (located at the top left hand corner of the program). Please refer to note below for exceptions. 
ExportThe user is able to export grids to Excel from the settings options in the orangemenu (located at the top left hand corner of the program). Please refer to note below for exceptions. 

Note

For the following functions, additional permissions are required: 
- Accounting Objects-Invoice Line Items (Accounting-Billing permission required)
- Accounting Objects-Purchase Order Line Items (Purchasing-Purchase Order permission required)
- Business Object/Element Grouping (Company-Business Object Grouping permission required)
- Payroll Objects-Equipment Size Groups (HR-Payroll Equipment Size Group permission required)
- Payroll Objects-Task Types (HR-Payroll Task Type permission required)
- Payroll Objects-Payroll Schemes (HR-Payroll Scheme permission required)


Company - Messages
Central AccessThe user can access the Message Log screen to view and send messages.
ExportThe user is able to export the grid to Excel. 


Company - Pay Period
ReadThe user can view pay periods and print timecard report in the Human Resources Payroll screen. 
WriteThe user is able to edit pay periods in the Human Resources Payroll screen.
DeleteThe user is able to delete/revert a pay period.
ExportThe user is able to export the Pay Period grid to Excel.

Note

The Company-Pay Period permissions work in conjunction with Central Access permission for the Payroll screen in HR.


Company - Pay Period Approval
WriteThe user is able to approve pay periods in HR Payroll screen.
This permission works in conjunction with all permissions allowed for Company-Pay Period as well as Central Access permission for the Payroll screen in HR.


Company - Private Emails
ReadThe user can view emails marked as private.
WriteThe user can mark emails private. 
DeleteDoes not apply.

Human Resources

Human Resources - Clocking Log
ReadThe user can view timecard statistics, employees clocking logs. 
WriteThe user is able to add and edit clocking logs.
DeleteThe user is able to delete clocking logs. 
Central AccessThe user can access Clocking Log screen. 
ExportThe user is able to export grids to Excel. 


Human Resources - Crew Central
Central AccessThe user can access Crew Central. (Information is not editable in Crew Central.)
ExportThe user is able to export grids to Excel.


Human Resources - Employee
ReadThe user can view employee information and access reports.
WriteThe user is able to add an employee and edit employee's information.
DeleteThe user is able to delete an employee.
Central AccessThe user can access the Employee screen.
ExportThe user is able to export grids to Excel.


Human Resources - Payroll
ReadThe user can view payroll related employee information and access reports.
WriteThe user is able to edit pay periods in conjunction with Write permission for Company-Pay Period
DeleteThe user is able to delete/revert pay periods if Write and Delete permissions are allowed for Company-Pay Period.
Central AccessThe user can access the Payroll screen.
ExportThe user is able to export Pay Period grid to Excel if Export permission is allowed for Company-Pay Period. 


Human Resources - Payroll Equipment Size Group
ReadThe user can view equipment size groups.
WriteThe user is able to create equipment size groups and assign equipment to a selected group.
DeleteThe user is able to remove equipment from a selected equipment size group.
Central AccessThe user can access Equipment Size Groups by clicking on thebutton at the top left corner of the program and selecting Payroll Objects


Human Resources - Payroll Scheme
ReadThe user can view payroll schemes.
WriteThe user is able to create and edit payroll schemes. 
DeleteThe user is able to delete payroll schemes. 
Central AccessThe user can access Payroll Schemes by clicking on thebutton at the top left corner of the program and selecting Payroll Objects.


Human Resources - Payroll Scheme - Pay Rate
ReadThe user can view all available pay rates in the Payroll Scheme window. 
WriteThe user is able to add and edit pay rates.
DeleteThe user is able to delete pay rates. 

Note

The permissions for Pay Rate work in conjunction with the permissions for Human Resources-Payroll Scheme.


Human Resources - Payroll Tasks
ReadThe user can view payroll tasks in HR-Payroll screen.
WriteThe user is able to add and edit payroll tasks in HR-Payroll screen.
DeleteThe user is able to delete payroll tasks in HR-Payroll screen.
ExportThe user can export to Excel in HR-Payroll screen.


Human Resources - Payroll Task Approval
WriteThe user is able to approve payroll tasks in HR-Payroll screen.
This permission works in conjunction with all permission for Payroll Tasks.


Human Resources - Payroll Task Type
ReadThe user can view task types.
WriteThe user is able to add and edit task types.
DeleteThe user is able to delete task types.
Central Access
The user can access Task Types by clicking on thebutton at the top left corner of the program and selecting "Payroll Objects".


Human Resources - Time Card Approval
WriteThe user is able to approve employees time cards.

Jobs

Jobs
ReadThe user can open jobs and jobsites to view details, and access reports.
WriteThe user is able to add and edit jobs and jobsites, as well as cancel jobs.
DeleteThe user is able to delete jobs and jobsites.
Central AccessThe user can access all screens in Jobs except the Lien screen.
ExportThe user is able to export grids to Excel.


Jobs - Credit Limit Override
WriteThe user is able to create jobs for customers who have reached or exceeded their credit limit.


Jobs - Lien
ReadThe user can view jobsite prelim activity.
WriteThe user can start prelims and enter lien information. 
DeleteThe user can delete lien information.
Central AccessThe user can access the Lien screen. 
ExportDoes not apply.


Jobs - Ticket Information 
ReadThe user can view job ticket information which is located in the Invoice Information window.
WriteThe user is able to edit the job ticket information in the Invoice Information window. 
DeleteDoes not apply.
Central AccessDoes not apply.
ExportDoes not apply.

Parts

All of this section is under development.

Purchasing

Purchasing - Market Place
Central AccessThe user has access to use and create orders in the Rapid Apps Marketplace.


Purchasing - Marketplace Save Items
The user has access to use Saved Items within the Marketplace. 


Purchasing - Purchase Orders
ReadThe user can view purchase orders and access reports.
WriteThe user is able to create, edit and cancel purchase orders and purchase order line items.
DeleteThe user is able to delete purchase orders and purchase order line items.
Central AccessThe user can access the Purchase Order screen.
ExportThe user is able to export grid to Excel.


Purchasing - Purchase Order Approval
WriteThe user is able to approve purchase orders for vendors.
This permission works in conjunction with all permissions for Purchase Orders.


Purchasing - Vendor
ReadThe user can view vendors and access reports.
WriteThe user is able to add and edit vendors.
DeleteThe user is able to delete vendors.
Central AccessThe user can access the Vendors screen.
ExportThe user is able to export the grid to Excel.

Rapid On The GO!

Rapid On The GO!
The user has access access to log-in to Rapid on The GO!


Rapid On The GO! - Clocking
Read The user can view Clocking Activity in the Profile screen in ROTG. 
WriteThe user is able to clock in and out in ROTG.
DeleteDoes not apply.
Central AccessThe user can access Clocking in the ROTG mobile application and see the Clock In/Out link.


Rapid On The GO! - DVIR
Read The user can view and complete Driver Vehicle Inspection reports (DVIR).
Write The user is able to certify equipment as REPAIRED.
DeleteDoes not apply.
Central AccessThe user can access DVIR in the ROTG mobile application and see the DVIR link.


Rapid On The GO! - HOS
ReadThe user can view and edit the HOS logs and delete unposted HOS logs by doing a long press. 
Write The user is able to edit the 24-Hour Log Details.
DeleteThe user is able to delete all existing (unposted and posted) HOS logs by doing a long press.
Central AccessThe user can access HOS in the ROTG mobile application and see HOS link.


Rapid On The GO! - Jobs
ReadThe user can view job information, acknowledge a job, view/add documents to the gallery, and verify a job site.
WriteThe user is able to complete job tickets and change the job status.
DeleteThe user is able to delete documents from the gallery. re-verify a job site, and change the job status.
Central AccessThe user can access Jobs in the ROTG mobile application and see Jobs link.


Rapid On The GO! - Messages
ReadThe user can view messages in the ROTG mobile application.
WriteThe user is able to send messages from the ROTG mobile application.
DeleteDoes not apply.
Central AccessThe user can access Messages in the ROTG mobile application and see Messages link.

Reports

Reports - Analytics Dashboard
Central AccessThe user can access Analytics Dashboard screen and view the reports. 


Reports - Combined Metrics
Central AccessThe user can access Combined Metrics screen and view the reports. 


Reports - Report Central
Central AccessThe user can access Report Central screen and run reports. 
ExportThe user is able to export raw data grid to Excel. 


Reports - Report Central - Branch Selection
ReadThe user has access to navigate to different branches under Report Central.


Reports - Report Central - Saved Reports
ReadThe user can view saved reports in the Report Central.
WriteThe user can save reports.
DeleteThe user can delete saved reports.
Central AccessThe user can access Saved Report Central but only in conjunction with Central Access for Report Central.

Sales

Sales - Customer
ReadThe user can view customers information and access reports. 
WriteThe user is able to add and edit customers.
DeleteThe user is able to delete customers.
Central AccessThe user can access the Customer screen.
ExportThe user is able to export Customer List grid to Excel. 


Sales - Performance Statistics
ReadThe user can run performance statistics report by right-clicking on a customer and selecting View Customer Dashboard.
Central Access
The user has access to the Customer screen. This permission works in conjunction with Central Access permission for Sales-Customer
ExportThe user is able to export to Excel. 


Sales - Pricing
ReadThe user can view pricing schemes and pricing sheets.
WriteThe user is able to add and edit pricing schemes and pricing sheets.
DeleteThe user is able to delete pricing schemes and pricing sheets. 
Central AccessThe user can access the Pricing screen.
ExportThe user is able to export grids to Excel. 


Sales - Project Management 
ReadThe user can view projects.
WriteThe user is able to add and edit projects.
DeleteThe user is able to delete projects.
Central AccessThe user can access Projects screen.
ExportThe user is able to export grids to Excel.


Sales - Prospect
Not available at this time. 


Sales - Quote
ReadThe user can view and print quotes.
WriteThe user is able to add and edit quotes using existing pricing schemes.
DeleteThe user is able to delete quotes.
Central AccessThe user can access the Quote screen. 
ExportThe user is able to export the grid to Excel. 


Sales - Quote Approval 
WriteThe user is able to approve quotes to be sent out.
This permission works in conjunction with all permissions for Sales-Quote.


Sales - Revenue Class
ReadThe user can view revenue class summary and revenue details.
WriteDoes not apply.
DeleteDoes not apply.
Central AccessThe user can access Revenue Class screen.
ExportThe user is able to export to Excel.