Settings
User Groups allow you to limit access to Users via Permissions. As an SI Administrator, you can control what access your Users have to features of SI. In a multi-user environment, it is often necessary to limit access to certain features within SI. 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.
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.
You can create/edit/delete User Groups:
You have Select All, Deselect All, Expand All, and Collapse All buttons for the permissions.
Permissions for User Groups can grant/deny access to features/functions in SI
Permission |
Function |
---|---|
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 |
Permission | Function |
---|---|
View All Projects |
Grants the ability to view all Projects. |
View My Projects (Assigned To) | Grants the ability to only see Projects that are assigned to this User. |
View My Projects (Resource) | Grants the ability to only see Projects that where the user is assigned as a Resource. |
Create/Modify Projects | Grants the ability to create or modify existing Projects |
Share Documents on Customer Portal | Grants the ability to publish documents to the Customer Portal. |
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 |
Force Undo Project Check Out | Grants the ability to undo a Check Out from another user. The Project on the Server will be restored to the state it was in prior to being checked out. |
Force Check In | Grants the ability to Check In a project that was not checked out to you. Your changes will overwrite the Project on the Server. |
Can Approve Projects | Grants the ability to approve Projects for Change Orders |
Can Unapprove Projects | Grants the ability to unapprove Projects |
Archive/Unarchive Projects | Grants the ability to archive or unarchive Projects |
Delete Drawings | Grants the ability to delete Project Drawings |
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 Payment Terms | Grants the ability to modify Payment Terms |
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 |
Lock/Unlock Project Items | Grants the ability to lock or unlock items within a Project. |
Insert PDF Background | Grants the ability to use the PDF Cloud Converter in the Visio interface. |
Lock/Unlock Projects | Grants the ability to lock/unlock Projects. Locking of Projects can be manual or can be triggered from a Workflow Rule. |
Lock/Unlock Project Reports | Grants the ability to lock/unlock Project reports. Locking of Project reports can be manual or can be triggered from a Workflow Rule. |
Permission | Function |
Create/Modify Change Orders | Grants the ability to create and modify Change Orders. |
Delete Change Orders | Grants the ability to delete Change Orders. |
Approve Change Orders | Grants the ability to Approve Change Orders. |
Reject Change Orders | Grants the ability to Reject Change Orders. |
Delete Approved Change Orders | Grants the ability to delete approved Change Orders. |
Permission | Function |
View Dashboards | Grants the ability to view Dashboards. |
Create/Modify Dashboards | Grants the ability to create and modify custom Dashboards. |
Delete Dashboards | Grants the ability to delete custom Dashboards. |
Permission | Function |
---|---|
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 |
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. |
Archive/Unarchive Mobile Quotes | Grants the ability to archive/unarchive Mobile Quotes |
Permission | Function |
---|---|
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 |
Permission | Function |
---|---|
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 |
Permission | Function |
---|---|
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 Service Order Costs | Grants the ability to view the cost of items on Service Orders |
View Service Order Prices | Grants the ability to view the price of items on Service Orders |
View Resource Hours | Grants access to the Resource Hours interface |
Lock/Unlock Service Orders | Grants the ability to lock/unlock Service Orders. Locking of Service Orders can be manual or can be triggered from a Workflow Rule. |
Lock/Unlock Service Order Reports | Grants the ability to lock/unlock Service Order reports. Locking of Service Order reports can be manual or can be triggered from a Workflow Rule. |
Lock/Unlock Tasks | Grants the ability to lock/unlock Tasks. Locking of Tasks can be manual or can be triggered from a Workflow Rule. |
Lock/Unlock Task Reports | Grants the ability to lock/unlock Task reports. Locking of Task reports can be manual or can be triggered from a Workflow Rule. |
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 |
Permission | Function |
---|---|
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 |
Publish Purchase Orders | Grants the ability to publish Purchase Orders |
Item Receipts | Grants the ability to create Item Receipts for Purchase Orders |
Lock/Unlock Service Orders | Grants the ability to lock/unlock Purchase Orders. Locking of Purchase Orders can be manual or can be triggered from a Workflow Rule. |
Lock/Unlock Service Order Reports | Grants the ability to lock/unlock Purchase Order reports. Locking of Purchase Order reports can be manual or can be triggered from a Workflow Rule. |
Permission | Function |
---|---|
Manage Users | Grants the ability to add/edit/delete/sign out Users |
View Resource Costs | Grants the ability to view the Cost field associated with Users/Resources |
Modify Company Information | Grants the ability to modify the Company Information settings |
Mange Currencies | Grants the ability to manage currencies when using multiple currencies |
Assign Avalara Tax Codes | Grants the ability to set Avalara Tax Codes for Products/Labor Items |
Permission | Function |
---|---|
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 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 to an Estimate and/or Purchase Order in QuickBooks |
Permission | Function |
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 |