March 28, 2020 23:38
Updated

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
`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
`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.