About default user roles and pages
The default user roles in TMT are pre-configured for use by any company. They show which functions were originally designed for each type of TMT user.
The default roles give you a starting point, but you can adjust them to suit your company’s needs. For example, you can:
The default roles are:
-
All Web Users
-
Accounting Clerk
-
Accounting Setup
-
Customer Master
-
Interactive Workstation
-
Management
-
Parts Manager
-
Road Calls
-
Shop Admin
-
Shop Manager
-
Shop Parts
-
Shop Supervisor
-
Unit Master
-
Warranty Manager
Default role access
Each default role has access to specific TMT pages.
All Web Users
| Menu | Pages |
|---|---|
Home |
My Profile |
Read the News |
|
Take Survey |
|
View Terms & Conditions |
|
Activities |
Document Viewer |
Reports |
Reports > SSRS > SSRS Report Viewer |
Reports > SQL Report Viewer |
|
Report Scheduler |
Accounting Clerk
| Menu | Pages |
|---|---|
Masters |
Customers |
Vendors |
|
Orders |
Indirect Charge |
Indirect Charges Listing |
|
Invoice |
|
Invoices Listing |
|
Purchase Order |
|
Purchase Order Listing |
|
Repair Order |
|
Repair Order Listing |
|
Warranty Claim |
|
Warranty Claim Listing |
Interactive Workstation
|
Interactive Workstation (IWS) settings apply only to V.2022.2.2 and earlier versions. As of V.2022.3, IWS was replaced with Trimble Technician Portal (TTP). |
| Menu | Pages |
|---|---|
Activities |
Interactive Workstation |
Management
| Menu | Pages |
|---|---|
Orders |
Campaign Listing |
Estimate Listing |
|
Indirect Charges Listing |
|
Invoices Listing |
|
Purchase Order Listing |
|
Repair Order Listing |
|
Warranty Claim Listing |
Parts Manager
| Menu | Pages |
|---|---|
Inventory |
Parts Bid Price Update |
Parts Price Update |
|
Parts Reorder Point |
|
Masters |
Parts Catalog |
Vendor Parts |
Road Calls
| Menu | Pages |
|---|---|
Activities |
Road Calls > Road Call |
Road Calls > Road Call Listing |
|
Units > Meter Readings |
|
Masters |
Vendors |
Vendor Parts |
|
Orders |
Invoice |
Invoices Listing |
|
Purchase |
|
Purchase Order Listing |
|
Repair Order |
|
Repair Order Listing |
|
Repair Order Template |
Shop Admin
| Menu | Pages |
|---|---|
Activities |
Payroll Time Card Editor |
Units > Meter Readings |
|
Inventory |
Physical Inventory |
Orders |
Indirect Charge |
Indirect Charges Listing |
|
Inspection Ticket Listing |
|
Invoice |
|
Invoices Listing |
|
Purchase Order |
|
Purchase Order Listing |
|
Repair Order |
|
Repair Order Listing |
|
Repair Order Template |
|
Setup |
Order Setup Re-open Order |
Shop Parts
| Menu | Pages |
|---|---|
Activities |
Barcode Labels |
Parts Workstation |
|
Inventory |
Inventory Replenishment |
Parts Search by Shop |
|
Parts Transfer |
|
Physical Inventory |
|
Requisition List |
|
Masters |
Shop Inventory |
Vendors |
|
Orders |
Purchase Order |
Purchase Order Listing |
|
Repair Order |
|
Repair Order Listing |
|
Tiles |
Parts Manager Tile |