Assign Permissions to an Employee

The Permissions tab is used to specify the employee's permission to create, close, cancel, etc., work activities.

From the home page, click Admin and click Employees.
Click the Permissions tab on the Details panel of an employee.

For a comprehensive list of what each permission does, see Permissions Fields and Employee Fields for more information.

Select the appropriate check boxes for the following permissions:

Equipment Change Out
Equipment Cost
Inspection
Maintenance Quality Assurance Surveys
Service Request Template
Project
Service Request
Search
Storeroom
Task
Work Order

You can also select the check box next to Equipment Change Out, Equipment Cost, Inspection, Maintenance Quality Assurance Surveys, Service Request Template, Project, Service Request, Search, Storeroom, Task, or Work Order to assign the employee all of the permissions for that type of work activity.

You can edit permissions for all employees on the Employee Relates page. See Assign Permissions to Employees for more information.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.