Manage page permissions

You can limit access to certain pages by user role. The Manage Page Permission page lets you select a role and a component. You open the page by going to Menu > Security > Page Security > Manage Page Permissions.

Once you open the page, you can then edit these permissions:

  • Read

  • Add

  • Edit

  • Delete

You can also determine which order types a role can re-open.

The program saves your changes automatically. That is, you do not have to click a Save button to save your changes.

By default, all roles and components have all permissions turned on.

How the program handle role conflicts

When there is a conflict between roles, the program gives precedence to options that are turned on. For example, assume User A has two roles: *All Web Users and *Road Calls.

  • The *All Web Users role gives users access to the Repair Order page. The permissions are read-only. Users assigned the role cannot edit the Repair Order page.

  • The *Road Calls role also gives users access to the Repair Order page. Users with this role have Read and Edit permissions for the page.

When User A opens the Repair Order page, they can edit the page as part of their *Road Calls role.

Eligible pages

  • Campaign

  • Campaign Details

  • Campaigns Listing

  • Estimate

  • Estimates Listing

  • Fuel Ticket Listing

  • Indirect Charge

  • Indirect Charges Listing

  • Inspection Tickets Listing

  • Invoice

  • Invoices Listing

  • Parts Transfer

  • Purchase Order

  • Purchase Orders Listing

  • Repair Order

  • Repair Orders Listing

  • Warranty Claim

  • Warranty Claims Listing

  • Warranty Potential Claims

Shared Controls

  • Reopen Order

    • Reopen Repair

    • Reopen Invoice

    • Reopen Indirect

Landing Page widgets

Starting with V.2025.2, user role permissions also apply to Dashboard widgets. These widgets become visible depending on the pages assigned to the user’s role:

  • PM DUE widget: Visible if the role has access to the Unit Inquiries page.

  • Road Calls widget: Visible when the Road Calls module is licensed and the page is assigned to the role.

  • Direct Time Past Week widget: Visible when the Time Card Editor page is assigned to the role.

  • RO, PO, Warranty, Potential Warranty widgets: Visible when the respective listing pages (RO, PO, Warranty, Potential Warranty) are enabled for a role.