Permissions

A Permission tab on the role screen is a collection of security settings that one or more users share. Before creating a role, you can analyze the types of employees you have and decide who will need access to the software and what features/functions they would need. For example, your company may have 5 supervisors who all need access to the same functions. Instead of setting up each user and assigning these functions individually, you can assign them a role.

The permission screen will display the list of modules, along with a brief description. The following checkboxes allow you to provide access or restrict certain operations.

• Allow Access - Users in a role with this permission can view the list of objects that are a part of the module and view the details of those objects. Some modules will require or imply Allowed Access to other modules. For example, when editing or creating a Fixed Asset a user will be implied to have access to Asset Types as a fixed asset cannot be created without an asset type.

• Create - Users in a role with this permission can create new objects in the selected module. A role with permission to create is also allowed access to that module.
• Edit - Users in a role with this permission can edit existing objects in the selected module. A role with permission to edit is also allowed access to that module.
• Delete - Users in a role with this permission can delete existing objects in the selected module.

Note: To fully revoke users' View/Create/Edit/Delete permission, make sure they don’t have permission to View/Create/Edit/Delete and Edit Roles (Users > Roles). Also, make sure that the user does not have an Application Administrator role. If a person has the ability to edit permissions, they can (re) grant any permission.

 

List of Modules:

Module	Description	Permissions	Navigation
Add Asset Quantity	Add purchase Quantity to Multi-Quantity Assets	Allow Access	Assets ->Add Asset Quantity
Archive Transaction	Allows a user to archive transactions.	Allow Access, Edit	Transaction -> History
Asset	The main piece of information tracked in the software	Allow Access, Create, Edit	Assets -> New Fixed Asset Assets -> New Multi-Quantity Asset
Asset Grouping	Allows a user to group assets together.	Allow Access	Assets > New Fixed Asset Assets > View Groups
Asset Type	A way to classify assets	Allow Access, Create, Edit, Delete	Assets -> New Asset Type
Audit	Perform an audit transaction on the assets	Allow Access	Audit -> Audit
Audit Reconcile	Confirm results from an audit	Allow Access	Audit -> Reconcile
Audit Window	Audit Window is used to organize audits by date	Allow Access, Create, Edit, Delete	Audit -> Audit Window
Calculate Depreciation	Calculate the depreciation for every asset	Allow Access	Assets -> Calculate Depreciation
Callout	Manage Callouts	Allow Access, Create, Edit, Delete	Settings>Callouts
Category	A general classification for assets	Allow Access, Create, Edit, Delete	Lookups -> Category
Change Company Details	Make changes to the Company Details	Allow Access, Edit	Settings -> Company Details
Change Tracking Log	View history of changes to various objects' fields. Note: This permission is only visible to users with Enterprise license.	Allow Access	Assets -> Change Log
Check In	Mark that an asset has been returned	Allow Access	Transactions -> Check In Context Menu in View Assets screen will not display Check In
Check Out	Mark that an asset has been temporarily removed	Allow Access	Transactions -> Check Out Context Menu in View Assets screen will not display Check Out
Condition	The current state of an Assets	Allow Access, Create, Edit, Delete	Lookups -> Condition
Contract	An agreement to be fulfilled	Allow Access, Create, Edit, Delete	Lookups -> Contract
Convert	Convert Multi-Quantity Assets to Fixed Assets	Allow Access	Transactions -> Convert Asset
Custom Field	Define custom fields	Allow Access, Create, Edit, Delete	Settings -> Form Customization -> Choose Form (Tab- Custom Field)
Custom View	Create and manage global custom views	Allow Access	Settings ->  Manage View
Customer	A consumer of assets	Allow Access, Create, Edit, Delete	Lookups -> Customer
Department	A classification of customers/employees	Allow Access, Create, Edit, Delete	Lookups -> Department
Depreciation Class	A classification of how an asset depreciates	Allow Access, Create, Edit, Delete	Lookups -> Depreciation
Dispose	Remove an asset from circulation	Allow Access	Transactions -> Dispose
Dispose Reason	The reason an Assets was dispose	Allow Access, Create, Edit, Delete	Lookups -> Dispose Reason
Edit Read Only Fields	A user with this permission can make changes to fields that have been marked as read only.	Allow Access	Assets -> View/Edit Fixed Asset Assets -> View/Edit Multi-Quantity Asset Assets -> View/Edit Asset Types Also applies to the Custom Fields in the following screens: Assets > Mass Update Transaction > Check Out Transaction > Check In Transaction > Check Move Maintenance > New Quick Maintenance and Edit/Perform Quick Maintenance Maintenance >  Work Order
Employee	A worker that consumes assets	Allow Access, Create, Edit, Delete	Lookups -> Employee
Form Customization	Customize form labels	Allow Access, Create, Edit, Delete	Settings -> Form Customization
Funding	Money set aside that is used to purchase specific assets	Allow Access, Create, Edit, Delete	Lookups -> Funding
Import	Import is used to insert data from another system into AssetCloud. It is recommended that you turn off any notifications that are triggered when something is created	Allow Access	Settings -> Import Data
Location	Where an asset can be found	Allow Access, Create, Edit, Delete	Lookups -> Location
Maintenance	Perform maintenance on assets	Allow Access	Maintenance -> Perform Maintenance
Manufacturer	The creator of an asset	Allow Access, Create, Edit, Delete	Lookups -> Manufacturer
Mass Update	Make changes to several assets	Allow Access	Assets -> Mass Update
Mobile Errors	A list of errors from processing the mobile data	Allow Access, Edit	Mobility -> Mobile Errors
Mobile Filters	Create a filter to limit the data sent to the mobile device	Allow Access, Create, Edit, Delete	Mobility -> Mobile Filters
Mobile Label Name Config	Allows a user to configure mobile label names.	Allow Access, Edit	Mobility > Label Configuration
Mobile Login	Allows an user to use the app on a mobile device	Allow Access	Access to Android/Window/Ios
Mobile RFID Config	Allows a user to configure mobile RFID.	Allow Access, Create, Edit, Delete	Mobility > RFID Configuration
Mobile Scan Parse Config	Allows a user to configure mobile scan parsing rule.	Allow Access, Edit	Mobility > Scan Parsing Configuration
Move	Move an asset from one location to another	Allow Access	Transactions -> Move Context Menu in View Assets screen will not display Move
Multi-Quantity Assets	Allows to view, create and edit Multi-Quantity Assets	Allow Access, Create, Edit	Assets -> New Multi-Quantity Asset
Notification	Manage notifications	Allow Access, Create, Edit, Delete	Settings -> Notifications
Pay Method	Manage Pay Methods.	Allow Access, Create, Edit, Delete	Lookups -> Pay Methods
Perform Work Order	Perform the Work stated on the Work Order	Allow Access	Maintenance > Work Order
Purchase Order	Use Purchase Order to order Inventory from Vendors	Allow Access, Create, Edit, Delete	Purchase -> View Purchase Order, New Purchase Order, View Edit Purchase Order, and Delete PO
Quick Maintenance	Manage current and future Quick Maintenance.	Allow Access, Create, Edit, Delete	Maintenance > Quick Maintenance
Reason for Recovery	The reason an Assets was recover	Allow Access, Create, Edit, Delete	Lookups -> Reason for Recovery
Receive	Receive inventory from issued purchase order	Allow Access	Purchase > Receive
Recover Asset	Recover an asset with the dispose status	Allow Access	Transactions -> Recover
Report	View all reports	Allow Access to All reports (43 Nos.), Delete	Reports -> Report
Report Schedules	Manage report schedules	Allow Access, Create, Edit, Delete	Reports -> Scheduled Report
Reset	Reset	Allow Access	Settings
Roles	Defines a set of roles	Allow Access, Create, Edit, Delete	Users -> Roles
Settings	View or edit system Settings	Allow Access, Edit	Settings
Shipping Provider	The shipping providers associated with orders that can each have their own shipping methods.	Allow Access, Create, Edit, Delete	Lookups > Shipping Providers
Show Receive Cost	Show cost information during receiving.	Allow Access	Purchase Order > Receive
Site	A group of locations	Allow Access, Create, Edit, Delete	Lookups -> Site
Task	Allows to access, create new task, edit existing task and delete task	Allow Access, Create, Edit, Delete	Maintenance -> Task
Task Type	A classification of a unit of work	Allow Access, Create, Edit, Delete	Maintenance -> New Task
Transaction History	A list of all transactions done in the system	Allow Access, Delete	Transactions -> History
User	Someone who will be using the application	Allow Access, Create, Edit, Delete	Users -> User
Vendor	A seller of assets	Allow Access, Create, Edit, Delete	Lookups -> Vendor
Work Order	Work Order	Allow Access, Create, Edit, Delete	Maintenance > Work Order
Work Order History	Work Order History	Allow Access, Create, Edit, Delete	Maintenance > View Work Order
Work Order Type	Order Subtypes can be used to differentiate orders between planned and unplanned maintenance for example.	Allow Access, Create, Edit, Delete	Maintenance > Work Order