March 28, 2020 23:38
Updated

Summary

You can grant granular access to different parts of the Oneserve admin menu by applying user type rights to user types that need to be able to make changes.

User Type Right

Note: This user type right is needed for all others to work. Applying this right will allow the user type specified to see the cog icon to access the admin menu

Code	Name	Description	Additional Details
`MSAD`	Admin	Access to the Admin menu using the cog icon in the menu header. For all the rights mentioned in this section the user will need to have this right

Sections

Users & Permissions

Code	Name	Description
`ADMIN_USERS`	Users & Permissions	Access to the Users & Permissions sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below.
`USE`	Users	Access to users page to control who has access to the system. You can add new Users and edit existing User Accounts. This right is also useful to unlock User Accounts if they enter the incorrect credentials too many times
`UCUTR`	User Type - Right	This right will give users access to the User Type Right page, this will allow your users to modify the access and process rights your users have. If none of your users have access to this page please contact our support desk to have this added.
`UTA`	User Type Access	You can control what user types have access to manage other user types on pages like the admin users or user type rights page, this right will provide the access to the page where this can be managed.
`UST`	User Types	Ability to review existing User Types and have the option to create new User Types. Permissions are configured at a user type level so you may need new user types to have different access to other users
`CUSTOM_RIGHTS`	Custom Rights	Access to the admin page to manage custom rights, custom rights can be created and assigned to workflow transitions which will control what user types can move a job to particular stages.

Teams

Code	Name	Description
`ADMIN_TEAMS`	Teams	Access to the Teams admin sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below.
`SSM`	Teams	Access to the Team admin page to manage Teams
`VIEW_TEAM_RESOURCES`	Teams - View Resources	Access to the resource tab against a team and the Resource tab from the admin menu
`CAL`	Calendars	Access to the Calendar admin page with the option to add/edit/delete Calendars
`SSS`	Team Groups	Access to the Team Group page to edit/delete and add new groups.
`HOL`	Allocated Time Types	Access to the Allocated Time Type admin page to add/edit/delete Types. Eg Holiday, Overtime, Sickness
`WORKING_AREAS`	Working Areas	Access to the working area page. This will allow you to group Areas and Districts together before assigning the coverage to teams and resources. This will make it easier to control who will be available for appointments depending on the site location

Jobs

Code	Name	Description
`ADMIN_JOBS`	Jobs	Access to the Jobs admin sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below.
`ECODE`	Codings	Access to the Coding page. The option to add/edit and delete codes. Codes can be used on jobs via the QJC or Job Details page
`PRS`	Priorities	Access to the Priorities admin page to edit/delete Priorities
`EXCLUSION_DATE`	Exclusion Dates	Access to the Exclusion Date page which can be used to manage what dates will be excluded from job priorities, eg setting up bank holidays if your teams don’t work these days
`JOB_STATUS_LIST`	Job Status	Access to the job status page. Option to add and remove a status. A job status is used on your work flow to determine the different steps.
`WORKFLOW_LIST`	Workflow	Access to the workflow page. This page allows you to configure the process of your job and the steps it will go through.
`WLTMI`	Work Log Types	Access to the Work Log Types admin page to add/edit/delete Work Log Types.
`WEL`	Work Types	Access to the Work Types admin page to add/edit/delete Work Types.
`CAUSE_LIST`	Causes	Access to the Causes page with options to edit/delete and add new causes.
`SVR`	Services	Access to the Services admin page to add/edit/remove Services.
`CUSTOM_EVENT_LIST`	Events	Access to the Events admin page to add/edit/ Events. Event can be used against workflow transition to populate the job history when the job status changes
`CUSTOM_EVENT_TYPE_LIST`	Event Types	Access to the Event Types admin page to add/edit Event Types. Event types can be used against workflow transition to populate the job history when the job status changes
`NOTE_LIST`	Notes	Access to the Notes page from the Admin menu. Used to control the available options against options in Oneserve such as Additional Appointment Reason, Cancel Job, Reason for Rescheduling

Financial

Code	Name	Description
`ADMIN_FINANCIAL`	Financial	Access to the Financial admin sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below.
`VARLE`	Job Approval Rules	Access to the Approval Rules admin page to add/edit/delete Approval Rules.
`CTY`	Cost Types	Access to the Cost Type admin page to add/edit/delete Cost Types.
`COPER`	Cost Periods	Access to the Cost Period admin page to add/edit/delete Cost Periods.
`WTT`	Work Time Types	Access to the Work Time Types admin page to add/edit/delete Work Time Types.
`RTY`	Rate Types	Access to the Rate Type admin page to add/edit/delete Rate Types.

Other

Code	Name	Description
`ADMIN_OTHER`	Other	Access to the Other admin sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below.
`VCLNT`	Clients	Access to the Clients admin page to add/edit/delete Clients
`CAUSE_LIST`	Causes	Access to the Causes page with options to edit/delete and add new causes.
`DDC`	Document Categories	Access to the Document Categories admin page to add/edit/delete Document Categories.
`DTLP`	Document Templates	Access to the Document Template page under the admin menu. Documents can be created for Letters, Job Sheets and Surveys.
`TENANCY_TYPE_LIST`	Usage Types	Access to the usage type page, option to edit or create new usage types.
`CLIENT_SET_LIST`	Client Sets	Access to the Client Sets admin page. This is used to group clients together before assigning the set to individual users to control their job/site access.
`ATT`	Attributes	Access to the Attribute admin page which will have the option to add/edit/delete Attributes and Attribute Groups.
`SUR`	Surveys	Access to the survey page from the admin menu
`ENSUR`	Enhanced Surveys	Access to the enhanced survey page (if included in your contract)
`LET`	Notifications	Page access to the notification page. The option to add/edit and delete notifications.
`LEG`	Notification Groups	Page access to Notification Groups to add and remove groups.

Activities

Code	Name	Description
`ACT`	Activities	Access to the Activity admin page for users to add/edit/delete Activities
`ATGP`	Activity Group	Access from the activity group page from the admin menu or activities page. Allow users to create new activity groups.
`ACTST`	Activity Status	Access to the Activity Status page under the admin menu. This page will be required if you are using job activities to raise orders via integration, please see our help centre or contact our support team for more information regarding our integration offerings.
`CGRP`	Cost Groups	Access to the cost groups page
`ACIC`	Activity Costs	Access to the activity costs page. Here you can manage all costs against your activities
`ATCIC`	Team Activity Costs	Access to the team activity costs page. Here you can manage all subcontractor costs against your activities

Assets

Code	Name	Description
`ADMIN_ASSETS`	Assets	Access to the Assets menu item
`ALM`	Asset Library Maintenance	This right is required to access the asset register page under the admin menu
`ASC`	Asset Conditions	Access to the Asset Conditions page under the admin page. Users will be able to add/edit/delete Asset Conditions
`ASM`	Asset Manufacturers	Access to the Asset Manufacturers page under the admin page. Users will be able to add/edit/delete Asset Manufacturers
`AST`	Asset Types	Access to the Asset Type page under the admin page. Users will be able to add/edit/delete Asset Type
`LIA`	Asset Register	Access to the Asset Register to search/add/edit/delete Library Assets

Tools

Code	Name	Description
`DTT`	Drive Time Tool	Access to the drive time tool
`CSV_UPLOAD`	CSV Import	Access to the legacy CSV import tool. Note this is no longer actively maintained
`CSV_IMPORT_LIST`	CSV Import History	Access to a history of all import results
`MDOC`	Documents	Access to the legacy document printing tool

Sites

Code	Name	Description	Additional Details
`ADMIN_SITES`	Sites	This right controls the Site sub section under the Admin menu. This is the parent right for Site Group, Site Type and Regions
`SGG`	Site Group	Access to the Site Group page under the admin menu. The page allows new groups to be created and modified.	Users will also require ADMIN_SITES and ADMIN rights to have access to this page
`STY`	Site Types	Access to the Site Type page under the admin menu. The page allows new site types to be created and modified.	Users will also require ADMIN_SITES and ADMIN rights to have access to this page
`REG`	Regions	Page access to add/edit and delete regions. Regions are used on the site details page.	Users will also require ADMIN_SITES and ADMIN rights to have access to this page
`LOCATION_NAMES`	Location Names	Access to the location name page under admin. Location names are used to create a default list of locations available to be assigned to a site. Using the list will reduce the likelihood of spelling mistakes and duplicates	Users will also require ADMIN_SITES and ADMIN rights to have access to this page

Stock

Code	Name	Description
ADMIN_STOCK	Stock	Parent right for the stock pages under the admin menu. Required for Stock Approval Limits, Store Type and Part Categories
SMCPCL	Part Categories	Access to the part category admin page. Categories are required before you can add a part on Oneserve
STOCK_RULES	Stock Approval Limits	Access to the stock approval limit page. This can be found under the Admin menu
SMCSTL	Store Types	Access to the Store Type page under the Admin menu. Store types are required before you can create a new store. The stock search page has the option to filter by store type making it easier to find the parts you require.

Work Programmes

Code	Name	Description
`ADMIN_WORK_PROGRAMMES`	Work Programmes	This right provides the work programme section on the Admin page, the two rights below will be required to access the work programme through this section
`WORKPROG_LIST`	Work Programmes	Access to the work programme admin page. Ability to create and manage the programmes required
`WORKPROG_SITE_LIST`	Work Programme Sites	Management of the sites using each work programme. This admin page allows you to set the job details for the work programmes that should be running on the site.