User Permissions can be accessed by navigating to company / user. Then select the user of whom you would like to view permissions for.
Read permission means the user has permission to view the information for that section.
Write permission means the user has permission to add and edit information for that section.
Delete permission means that the user has permission to delete and remove information for that section.
Central Access means that the user has permission to navigate to that section of the program.
Excel Export means that the user has permission to export to excel any grid in the section of the program.
Accounting - Adjustment User is able to view/create adjustments to payments, invoices or credit memos.
Accounting - Billing User is able to view / create / edit invoices.
Accounting - Collections User is able to view collections, edit or create collection notes.
Accounting - Credit Memo User is able to view / create / use credit memos in the system.
Accounting - Credit Memo Approval - If turned on in settings this user is allowed to approve credit memos.
Accounting - Finance Charges - If turned on in settings user is able to assess and delete finance charges.
Accounting - Ledger/ Journal Central User is allowed to access the ledger feature.
Accounting - Receivable User is allowed to access / view/ edit / add and apply payments.
Accounting - Transactions User is able to view transaction ledger in the system.
Assets - Fleet User is allowed to view / add / edit fleet information.
Assets - Location User is allowed to view / add / edit locations (yard, office, etc)
Assets - Maintenance - User is allowed to view / add / edit maintenance records.
Assets - Maintenance Review Timecard - Not currently enabled in system
Assets - Permit User is allowed to view / add / edit permits for companies, employees, equipment, etc.
Auditing - Not currently enabled.
Company - Application User User is allowed to view / add/ edit users and permissions.
Company - Biz Object Grouping User is allowed to view and edit biz object grouping (note this is rarely used)
Company - Emails User is allowed to email from the system and view emails not marked private in the email log.
Company - Information and Settings User is allowed access to and edit ability to settings options in the Orange R menu (located at the top left hand corner of the program.)
Company - Pay Period User is allowed view and edit access to pay periods within human resources payroll.
Company - Pay Period Approval User is allowed to approve payroll pay periods
Company - Private email User is allowed to create and view emails marked private in the message log.
Human Resources - Crew Central User has access to view crew central. (Information is not editable in crew central).
Human Resources - Employee User has access to view / create / and edit employee information.
Human Resources - Payroll Equipment Size User has access to view / create / and edit payroll equipment size templates.
Human Resources - Payroll Scheme User has access to view / create / and edit payroll schemes.
Human Resources - Payroll Sheets User has access to view / create / and edit payroll sheets that go with payroll schemes
Human Resources - Payroll Tasks User has access to view / edit tasks in human resources / payroll.
Human Resources - Payroll Task Approval User has access to approve tasks in human resources / payroll.
Human Resources - Payroll Task Type User has access to view/ edit/ create payroll task types.
Human Resources - Time Card Approval User has access to approve users time cards.
Jobs User has permission to view / edit / create jobs and jobsites. Including jobsite contacts, but not necessarily caller information as caller is attributed to Sales - Customer.
Jobs - Credit Limit Override User is allowed to take jobs for customers who have reached or exceeded their credit limit.
Jobs - Lien User has access to view and edit jobs in Lien Central (Currently only works in California and Nevada)
Parts - All of this section is under development.
Purchasing - Marketplace User has access to use and create orders in the Rapid Apps Marketplace
Purchasing - Marketplace Saved Items - User has access to use saved items within the Markeplace
Purchasing - Purchase Orders User has access to view / edit/ and create purchase orders for Vendors.
Purchasing - Purchase Order Approval User has access to approve all purchase orders.
Purchasing - Vendors User has access to view/ edit / and create vendor records.
Rapid On the Go - User has access to log in to Rapid on The Go
Rapid On the Go - Clocking User has access to clock in and out.
Rapid on the Go - DVIR User has access to edit and create Driver Vehicle Inspection Reports.
Rapid on the Go - HOS User has access to edit Hours of Service records.
Rapid on the Go - Jobs User has access to view job information and complete tickets.
Rapid on the Go - Messages User has permission to create and receive messages within ROTG
Reports - Analytics Dashboard User has access to view the analytics dashboard and corresponding reports.
Report - Combined Metrics User has access to view the combined metric reports.
Reports - Financial Dashboard User has access to view the financial dashboard
Reports - Financial Dashboard Branch Co User has access to navigate between financial dashboards for different branches.
Reports - Report Central User has access to view all reports under reports central.
Reports - Report Central Branch Selection User has access to navigate to different branches under reports central.
Resource Gallery - User has access to view, upload and download files within the resource gallery
Sales - Customer User has access to view / edit / create customer records. This includes the caller field in dispatch.
Sales - Performance Statistics User has access to run the performance statistics report when right clicking on a customer in Sales / customer.
Sales - Pricing User has access to view/ edit/ create Pricing schemes and sheets.
Sales - Project Management User has access to view/ edit / create projects inside the project management system.
Sales - Prospect - Not available at this time.
Sales - Quote User has access to view / edit / create quotes for customers using existing pricing schemes.
Sales - Quote Approval User has the ability to approve quotes to be sent out.
Sales - Revenue Class User has access to view Revenue class reporting