Navigation Menu Access

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Summary

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

Menu Items

Create Button Rights

Code Name Description Additional Details
CREATE Create This right will make the Create button to be available within the menu header. The following rights within this section will control the options within the dropdown  
ADD_JOB Job Option to create jobs The user will require the QJOBC- Create Job right to open the Quick Job Create screen
ADD_PART Part Option to create stock parts  
ADD_LOCATION Site Option to create site/properties  
ADD_CONTACT Contact Option to create contacts  

Search

Code Name Description Additional Details
SEA_NEW Search Access to the Job search page through the header. This can be set as a user home page so they would require this right to stop a error after logging in to the system  

Jobs

Code Name Description Additional Details
BULJU Bulk Job Update Option to use the bulk job edit option which will be available on the search views and directly through the bulk update page on the admin page or jobs menu.  
COA Conflicting Appointments Access to the Conflicting Appointment Page  
QJOBC Create Job This right will be required for users who need to create a job, without this right the user cannot access the create job screen (QJC)  
RE4 Scheduler Access to the scheduler page under the Schedule menu header  
CALRS Calendar View Access to the Calendar view page  
ROUTE_VIEW Route View Access to the route view page, this will display the resource starting location and appointments per day and per team. The information will be displayed on a map view so you can see where your mobile workforce will be working. For the routes to be displayed you will need to be working with site and resource coordinates. Please contact our support desk if you would like to use our coordinates feature.

Stock

Code Name Description Additional Details
SMP Stock Provides access to the stock management section of the system. The stock option will appear on the main menu.  
STOCK Stock Search Access to the stock page that allows users to review all stock levels in stores, there are search options to filter the results.  
SMCTR Stock Transfer For the Part Transfer tab under the stock management section. Provides the option to move stock from one store to another store.  
SMCPL Parts For the parts tab under the stock management section. The option to create, update and deactivate/activate parts  
SMCSL Stores For the Stores tab under the stock management section. The option to create, update and deactivate/activate stores.  
SMCVL Vendors For the Vendor tab under the stock management section. The option to create, update and deactivate./activate vendors.  
SMCLP Stock Check Allows user to review the Stock Check option under the stock section. Users will also be able to create a stock check  
SMPIL Parts Invoice This will control the access to the Part Invoice tab under the stock management section  
SMGRL Goods Receipts This will provide access to the Good Receipt tab under the stock management section  
SMCLP Stock Check Allows user to review the Stock Check option under the stock section. Users will also be able to create a stock check  

Finance

Note: Access to specific financial reports is often granted through specific report rights. In order to see these in the Finance menu, the FINA right must be granted

Code Name Description Additional Details
FINA Finance This right will allow the Finance dropdown to be available within the menu header. This will be a parent right to items such as the Invoice page or financial exports
INVC Invoice Invoice to the job invoice page  

Communication

Code Name Description Additional Details
MEXP Communication This right will control the visibility of the communication dropdown item from the menu header. The rights below will determine what options will be available  
LBP Letter Batches Access to the letter batch page. Batches are used to print job letters off in one transaction. Batches can be reviewed after the letter have been generated  
LES Letter Search Access to the letter search page  
LTQ Letters Queue Access to the letter queue page to view jobs that require a notification to be generated  

Assets

Code Name Description Additional Details
ASSETL Search Assets Access to the asset tab on the search page.  

Analytics

Note: These options will only be available if you have purchase Oneserve analytics as part of your contract

Code Name Description Additional Details
ONESERVE_REPORTING Analyse This right will allow the Analytics button to be available within the menu header. This is the parent right for Fixed Reports and Self Service Analytics if its included within your contract.
MREP Fixed Reports Access to the standard report page, all of the reports available on this page will require the user to have the individual report rights Users will require the parent right called Analyse to access this page.
REPORT_SCHEDULE Report Schedule Manager Access to the report schedule manager to allow users to schedule the running of Oneserve analyses Users will require the parent right called Analyse to access this page.