Admin Menu Access

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Oneserve Product Team
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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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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 Additional Details
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.