Home > SI 2016 Documentation > Administrator Guide > Setup > Control Panel > Users > User Groups and Permissions

User Groups and Permissions

Settings

 

 

User Groups allow you to limit access to Users via Permissions. As an SI 2016 Administrator, you can control what access your Users have to features of SI 2016. In a multi-user environment, it is often necessary to limit access to certain features within SI 2016. For example, you may not want some users to view pricing in the Catalog, or you might not want to grant QuickBooks transfer access to some users.

 

 

 

Details

 

The Manage User Groups form allows you to create User Groups and set permissions for each group.There are two default User Groups: Administrator and Standard User. The Administrator User Group has full access and is not editable.

Controls

 

You can create/edit/delete User Groups:

 

 

You have Select All, Deselect All, Expand All, and Collapse All buttons for the permissions.

 

Permissions

 

Permissions for User Groups can grant/deny access to features/functions in SI 2016.

Catalog

 

 

 

Permission

Function
Catalog Grants all Catalog permissions
View Catalog

Grants the ability to view the Catalog. Denying this permission negates all permissions below in the list

Create/Modify Products Grants the ability to create or modify existing Products

Create/Modify Labor

Grants the ability to create or modify existing Labor Items
Create/Modify Packages Grants the ability to create or modify existing Packages
Delete Products Grants the ability to create or delete Products
Delete Labor Grants the ability to create or delete Labor Items
Delete Packages Grants the ability to create or delete Packages
View Costs Grands the ability to view/edit costs for Products, Labor Items, and Packages
View Prices Grants the ability to view/edit pricing for Products, Labor Items, and Packages
Share Product Queries Grants the ability to share Queries that you create
Modify Catalog Settings Grants the ability to modify the Catalog Settings
Manage Manufacturers Grants the ability to modify Manufacturers
Manage Categories Grants the ability to modify Categories
Manage Phases Grants the ability to modify Phases
Manage Taxes Grants the ability to modify Taxes
Manage Price Types Grants the ability to modify Price Types

Projects

 

 

Permission Function
Projects Grants all Project Permissions
View All Projects

Grants the ability to view all Projects.

View My Projects Grants the ability to only see Projects that are assigned to this User.
Create/Modify Projects Grants the ability to create or modify existing Projects
Create/Modify Drawings Grants the ability to create or modify existing Project Drawings
Create/Modify Revisions Grants the ability to create or modify existing Project Revisions
Delete Projects Grants the ability to delete Projects
Delete Drawings Grants the ability to delete Project Drawings
Archive/Unarchive Projects Grants the ability to archive or unarchive Projects
Delete Revisions Grants the ability to delete Revisions of Projects
Create Products Grants the ability to create new Products within the Project Editor
Create Labor Grants the ability to create new Labor Items within the Project Editor
View Costs Grants the ability to view Item costs and Phase costs within the Project Editor
View Prices Grants the ability to view Item pricing within a Project
Create Project Templates Grants the ability to create Project Templates
Modify Project Settings Grants the ability to modify Projects Settings
Manage Contract Payments Grants the ability to modify Contract Payments
Manage Price Type Settings Grants the ability to modify Price Settings
Manage Price Adjustments Grants the ability to modify Price Adjustments
Change Projects Folder Grants the ability to change the default local Projects Folder

Mobile Quotes

 

 

Permission Function
Mobile Quotes Grants all Mobile Quote Permissions
Use Mobile Quote App Grants the ability to use the Mobile Quote App
Manage Mobile Devices

Grants ability to manage which mobile devices can be used with SI 2016

View All Mobile Quotes Grants the ability to view all Mobile Quotes
View My Mobile Quotes Grants the ability to view only Mobile Quotes that are assigned to this user
Delete Mobile Quotes Grants the ability to delete Mobile Quotes.
 

Reports

 

 

 

Permission Function
Reports Grants all Reports Permissions
Run/View Client Reports Grants (or more specifically, denies) the ability to view/run Client reports 
Run/View Management Reports Grants (or more specifically, denies) the ability to view/run Management reports
Run/View Reports

Grants the ability to run and view Reports

Create/Modify Reports Grants the ability to create and modify Reports via the Report Designers
Delete Reports Grants the ability to delete Custom Reports
Publish Reports Grants the ability to publish and share Custom Reports

Clients, Vendors and Contacts

 

 

 

Permission Function
Clients and Contacts Grants all Clients and Contacts Permissions
View All Clients Grants the ability to view all Clients
View My Clients Grants the ability to view only Clients assigned to this User
Create/Modify Clients Grants the ability to create and modify existing Clients
Delete Clients Grants the ability to delete existing Clients
View All Contacts Grants the ability to view All Contacts
View My Contacts Grants the ability to view only Contacts assigned to this User
Create/Modify Contacts Grants the ability to create and modify existing Contacts
Delete Contacts Grants the ability to delete existing Contacts
View Vendors Grants the ability to view Vendors
Create/Modify Vendors Grants the ability to create and modify existing Vendors
Delete Vendors Grants the ability to delete existing Vendors

Schedule

 

 

Permission Function
Schedule Grants all Schedule Permissions
View Tasks Grants the ability to view Tasks
Create/Modify Tasks Grants the ability to create and modify Tasks
Delete Tasks Grants the ability to delete Tasks
View Service Orders Grants the ability to view Tasks
Create/Modify Service Orders Grants the ability to create and modify Service Orders
Delete Service Orders Grants the ability to delete Service Orders
Archive/Unarchive Service Orders Grants the ability to archive or unarchive Service Orders
View Resource Hours Grants access to the Resource Hours interface


Mobile Install

 

 

Permission Function
Publish Tasks Grants the ability to publish Tasks to Mobile Install
Publish Service Orders Grants the ability to publish Service Orders to Mobile Install

Purchase Orders

 

 

Permission Function
Purchase Orders Grants all Purchase Orders Permissions
View Purchase Orders Grants the ability to view Purchase Orders
Create/Modify Purchase Orders Grants the ability to create and modify Purchase Orders
Delete Purchase Orders Grants the ability to delete Purchase Orders
Close Purchase Orders Grants the ability to close Purchase Orders
Publish Purchase Orders Grants the ability to publish Purchase Orders
Receive Purchase Orders Grants the ability to receive Purchase Orders

Application

 

 

 

Permission Function
Application Grants all Application Permissions
Manage Users Grants the ability to add/edit/delete/sign out Users
Modify Company Information Grants the ability to modify the Company Information settings

QuickBooks

 

 

 

Permission Function
QuickBooks Grants the all QuickBooks Permissions
Import/Export Customers Grants the ability to import and export Clients to create Customers in QuickBooks
Import/Export Vendors Grants the ability to import and export Vendors to/from QuickBooks
Export/Sync Products Grants the ability to export products/labor from SI 2016 to create new Items in QuickBooks. Also grants ability to the Sync function to keep the two databases consistent
Export to Estimates and Purchase Orders Grants the ability to transfer a Project in SI 2016 to an Estimate and/or Purchase Order in QuickBooks

Stencils and Blocks

 

 

 

Permission Function
Stencils and Blocks Grants all Stencil and Block Permissions
Delete Stencils and Blocks Grants the ability to delete Stencils and Blocks
Publish Stencils and Blocks Grants the ability to publish Stencils and Blocks to share with all Users

 

Last modified
14:51, 4 Jan 2016

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