Vendor: Permissions Configuration

Created by Danita Leach, Modified on Mon, 17 Feb at 10:45 AM by Kenneth Abad

What are Permissions?

Permissions are the rulesets that allow a user to operate within Umbrava. Permissions can be set for roles in the Company Profile. The permissions set for roles will be applied to any user that is within that role.

A user can be granted individual permissions outside of their role in the users profile.

Permissions are sectioned into each area of the app to control what and where users are able to make changes. Each permission is outlined and described below.

How to set Permissions

To set permissions, you have to go to the user profile or roles page and select the permissions tab.

From here, you can expand each section to activate/deactivate any permissions that are needed. All permissions are explained and broken down below.

Ownership

There are times where you will have the necessary permissions, and will still be unable to make changes. This happens when ownership of the information you are changing is not yours.

Asset

Add Note	Allows you to add a Note to an Asset.
Edit Note	Allows you to edit a Note on an Asset.

Client Location

Add Document	Gives you the ability to upload a document to the Client Locations.
Add Note	Gives you the ability to add a note in the Notes tab.
Edit "Document"	Gives you the ability to edit a document that is uploaded to the Client Locations.
Edit Note	Gives you the ability to edit a Note that has been created for the Client Location.

Client Profile

Accept Invitation	Allows you to accept invitations from Clients.
Manage Billing	Allows you to edit the Billing section of the client profile and add Resale Certificates.
Manage Compliance	Allows you to add/edit compliance to the client.
Manage Documents	Allows you to add/edit/archive/unarchive/download documents in the client profile.
Manage Notes	Allows you to add/edit/delete notes in the client profile.
Manage Notifications	Gives you access to the Notifications tab of the client profile and allows you to direct notifications from the client.
Manage Profile	Allows you to edit client priorities and the client details.

Client Rate

View	Gives you visibility of the Client Rates in the Client Profile and Client Location.
Manage	Allows you to Create/Edit/Deactivate/Activate rates in the Client Profile and Client Location.

Company Profile

Manage Compliance	Allows you to add/edit compliance to the company profile.
Manage Notifications	Gives you visibility of the Notifications tab in the company profile. Allows the user to configure notifications from Umbrava.
Manage Profile	Allows you to edit the Details, Contacts, Addresses, Priorities, and Service Areas sections of the company profile.

Project

View	Gives you visibility of the Project tab and allows you to view projects. Required for all other Projects permissions.

Project Document

View	Gives you visibility of the Projects Documents tab.
Add New	Allows you to upload new documents to Projects.
Archive	Allows you to archive unshared documents.
Download	Allows you to preview and download documents.
Edit	Allows you to edit Project Document information after the document has been uploaded.
Share	Allows you to share the Project Documents to either Vendor or Client.

Project Invoice

View	Gives you visibility to the Client Invoice section of Projects.
Add New	Allows you to create a new Project Client Invoice.
Change State	Allows you to Cancel/Submit/Approve/Reject.
Edit	Allows you the ability to edit the Project Invoice.
Edit Any State	Requires the Edit Fields permission. Allows you to edit the status on a submitted/approved/canceled/rejected Invoice
Edit Note	Allows you the ability to edit a project note.
Export	Allows you to Download and Send Email from the Project Client Invoice.
Submit Over DNE (Depends on "Change State" setting)	Allows you to submit a Client Invoice with a higher charge than the vendor NTE.
View Audit	Allows you to view the Client Invoice Audit.
Edit Line Item Tax	Allows you to access and edit the Tax section of the Line Items table, and you can edit the Taxable column and the Tax % column.

Project Invoice Payment

View Payments	Gives you visibility of the Client Invoice Payments in Projects. Requires Project Invoice permissions. Required for all other Project Invoice Payment permissions.
Add Payments	Allows you to add a paid line to an Project Client Invoice. Requires at least one of the "Make ___ Payment" permissions below.
Edit Payments	Allows you to edit already created Project Client Invoice payments.
Make Cash Payment	Allows you to select the Cash payment type.
Make Check Payment	Allows you to select the Check payment type.
Make Credit Card Payment	Allows you to select the Credit Card payment type.
Make Other Payment	Allows you to select the Other payment type.
View Payment Audit	Allows the user to view the Audit on the payments on Project Invoices.

Project Note

Add New	Allows you to create a Project Note with a Type and Description.
Edit Own Note	Allows you to edit notes that you have created.
Share	Allows you to share a project note on creation. Allows you to share an already created project note with the corresponding Edit Note permissions.
View Audit	Allows you to view the audit on the individual notes in the Project Notes page.

Project Proposal

View	Gives you visibility to the Client Proposals tab in Projects. Required for all of the other permissions in this section.
Add New	Allows you to add a Client Proposal to a Project.
Add Note	Allows you to add a note to a Client Proposal.
Change State	Allows you to Submit/Cancel/Accept/Reject a Client Proposal.
Convert To Invoice	Allows you to convert a Client Proposal to an Invoice.
Edit Any State	Requires the Edit Fields permission. Allows you to edit the Status of the Proposal regardless of state.
Edit Fields	Allows you to edit the Quick Details, Scope of Work, Line Items, Disclaimer, and Valid For fields of an Open Project Client Proposal.
Edit Note	Allows you to edit an already created note in a Projects Client Proposal.
Export	Allows you to Download and Send Email from the Project Client Proposal.
View Audit	Allows you to view the Client Proposal Audit.
Edit Line Item Tax	Allows you to access and edit the Tax section of the Line Items table. You can edit the Taxable column and the Tax % column.

Role

View	Gives you visibility to the Roles section of the Company Profile. Required for all other permissions in the Role section.
Add	Allows you to create a new role for the company.
Assign	Allows you to assign users to a role.
Delete	Allows you to delete the role.
Edit	Allows you to edit the role name and description.
Set Dashboard Preference	Allows you to set a dashboard for the role.
Set Permissions	Allows you to set permissions for a role. Requires the 'View Permissions' permission.
View Permissions	Allows you to view the permissions that are set for a role.

Settings

Edit Billing Settings	Allows you to edit the settings in the Billing section.
Manage Work Order Settings	Allows you to view and edit the work order settings.

Task

Add New	Allows you to add a new task.
Complete	Allows you to complete a task.
Complete And Add New	Allows you to complete a task and create a new task from the same action.
Edit Task	Allows you to edit the details of a task.
Pin	Allows you to pin the task to the top of the task list.
Edit "Date" (Depends on "Edit Task" setting)	Allows you to edit the Date field of the task. Requires the Edit Task permission.
StartDateTime	Allows you to edit the Target Start Date/Time field of a task. Requires the Edit Task permission.

Tenant

View	Has no frontend functionality.
Set Dashboard Preference	Has no frontend functionality.

User

View	Gives you visibility of the Users section of the Company Profile.
Create User	Allows you to create another user.
Deactivate User	Allows you to Deactivate and Reactivate users.
Edit Any User Profile	Allows you to edit other users profiles.
Edit Own User Profile	Allows you to edit their own user profile
Set Any User Dashboard Preference	Allows you to set other users Dashboard Preferences.
Set Own User Dashboard Preference	Allows you to set own Dashboard Preference.
Set Permissions	Allows you to set permissions for a user. Requires 'View Permissions' permission.
View Permissions	Allows you to view the permissions tab of a user profile.

Vendor Rate

View	Gives you visibility of the Rates tab of a Vendor Profile. Required for all other permissions in the Vendor Rate set.
Accept	Allows you to accept submitted rates by the Vendor.
Manage	Allows you to add/edit/deactivate rates on the Vendor Profile.
View Audit	Allows you to access the vendor rate audit.

Work Order

View	Gives you visibility to the Work Orders tab of Umbrava.
Accept	Allows you to accept a work order from a client.
Bulk Add (Depends on "Create" setting)	Allows you to create work orders using a .CSV in the work order list.
Bulk Update	Allows you to use the bulk update tool for work orders. Requires the 'Edit' permissions to update the corresponding fields.
Cancel	Allows you to Cancel a work order
Complete	Allows you to move a work order to the 'Complete' phase.
Decline	Allows you to Decline a work order
Edit Any Phase	Allows you to edit information when a work order is not in the 'Open' phase. Requires the corresponding 'Edit' permissions.
Export	Allows you to download and send email from the work order.
Flag	Allows you to set a flag on a work order.
Link Work Orders	Allows you to link one work order to another.
Manage Trips	Allows you to schedule / manage your trips on a work order.
Reopen	Allows you to reopen a work order that has been assigned to them.
View Audit	Allows you to access the work order audit.
Asset	Allows you to add or change an asset in a work order.
Edit "Assigned To"	Allows you to change the Assigned To in a work order.
Edit "Client DNE"	Allows you to change and set the Client DNE in a work order. Allows you to set the Budget for a work order.
Edit "Completion SLA" (Depends on "Edit Priority" setting)	Allows you to set and edit the Completion SLA in a work order. Requires the 'Edit Priority' permission.
Edit "First Trip SLA" (Depends on "Edit Priority" setting)	Allows you to set and edit the First Trip SLA in a work order. Requires the 'Edit Priority' permission.
Edit "Location"	Allows you to change the location in a work order.
Edit "Priority"	Allows you to change and set the priority for a work order.
Edit "Source Job #"	Allows you to change the Source Job # field in a work order
Edit "Source Purchase Order #"	Allows you to change the Source Purchase Order # field in a work order
Edit "Trades"	Allows you to edit the trades that have been selected for a work order.

Work Order Document

View	Gives you visibility of the Documents tab in a work order.
Add New	Allows you to upload and edit document in the work order.
Archive	Allows you to archive/unarchive documents in a work order.
Download	Allows you to preview and download work order documents.
Share	Allows you to share the work order documents to either Vendor or Client.

Work Order Invoice

View	Gives you visibility of the Client Invoices section of a work order.
Add New	Allows you to create a new Client Invoice in a work order.
Change State	Allows you to Submit/Approve/Reject a client invoice.
Edit Any State	Allows you to edit the status on a submitted/approved/canceled/rejected Invoice Requires the 'Edit Fields' permission.
Edit	Allows you to edit a work order client invoice in the 'Open' state.
Export	Allows you to download and send email from the work order client invoice.
Submit Over DNE (Depends on "Change State" setting)	Allows you to submit a client invoice that has a charge higher than the work order DNE.
View Audit	Allows you to view the audit on a work order client invoice.
Edit Line Item Tax	Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission.

Work Order Invoice Payment

View Payments	Gives you visibility to payments in the work order client invoice.
Add Payments	Allows you to add a paid line to a work order client invoice. Requires at least one of the "Make ___ Payment" permissions below.
Edit Payments	Allows you to edit already created work order client invoice payments.
Make Cash Payment	Allows you to select the Cash payment type.
Make Check Payment	Allows you to select the Check payment type.
Make Credit Card Payment	Allows you to select the Credit Card payment type.
Make Other Payment	Allows you to select the Other payment type.
View Payment Audit	Allows you to view the audit on the payments.

Work Order IVR

View	Gives you visibility to the IVR tab of a work order.
Clock In And Out	Allows you to clock in and out of a work order.
Edit	Allows you to edit an IVR entry.
View Audit	Allows you to view the audit for IVR entries in a work order.

Work Order Note

Add New	Allows you to create a note in a work order.
Delete Other User's Note	allows you to delete notes that other users have created.
Delete Own Note	Allows you to delete notes that they have created.
Edit Other User's Note	Allows you to edit notes that other users have created.
Edit Own Note	Allows you to edit own note.
Export All Notes	Allows you to send email and download the note list in a work order.
Export Selection Of Notes	Allows you to send email and download from the individual note context menu.
Share	Allows you to share a note to a client or vendor.
View Audit	Allows you to view the audit of a work order note.

Work Order Proposal

View	Give you visibility of the Client Proposal tab in a work order.
Add New	Allows you to add a new client proposal.
Add Note	Allows you to create a note in a client proposal.
Change State	Allows you to Submit/Cancel/Approve/Reject client proposals.
Convert To Invoice	Allows you to convert a client proposal to a client invoice.
Delete Note	Allows you to delete notes in a client proposal.
Edit Any State	Allows you to edit the status on a submitted/approved/canceled/rejected proposal. Requires the 'Edit Fields' permission.
Edit Fields	Allows you to edit a work order client proposal in the 'Open' state.
Edit Note	Allows you to edit a note in a client proposal.
Export	Allows you to send email and download a client invoice in a work order.
View Audit	Allows you to view the audit of a client invoice.
Edit Line Item Tax	Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission.