🛡️ I want to understand user permissions & roles

All users in your account have permissions for accessing specific features and buildings that they can access (known as their Building Allocation).

🛡️ Permissions:

Permissions can be set for each available feature in your account - they are:

🏘️ Building Allocation:

Permissions will only work for a user's Building Allocation - a defined list of buildings that a user has access to.

Building Allocations can be set to 'All Buildings', or a custom selection of Buildings.

👤 User Roles:

User Roles are commonly user preset permission combinations.

In addition to custom permission configurations FaultFixers offers 3 default User Profiles that are common across most use cases:

Applying a User Role will update and apply the following permission settings for that user across their selected Building Allocation.

You can apply Custom permissions to any user, by manually selecting the desired permissions for a specific feature.

Note 📢 Reporter users don't need to be set up in the system as team members.

👷 Operative

Operatives are users who are limited to only seeing and completing jobs that are assigned to them across their Building Allocation.

Only for jobs assigned to Operatives within their Building Allocation, their permissions are limited to:

· View and Update jobs

· View building details of jobs

· View Locations details of jobs

· View Assets linked to jobs

· Edit comments on jobs

· View Form/Checklist Templates

· Completing Forms/Checklists against jobs

· View job history

· Add/Remove media for jobs

· View Custom Labels on jobs

· Edit Expenses/Costings on jobs

🧑‍💼 Manager

Managers are users who can update and manage ALL jobs across their Building Allocation but CANNOT delete jobs. They can view team settings.

For Jobs within their Building Allocation, Manager’s permissions include:

· Updating and managing all Reactive and PPM jobs

· View-only of Team Settings

· Viewing and updating Customer details (if feature is enabled)

· Viewing and updating Building details

· Viewing and updating Location details

· Viewing and updating Assets

· View-only Reporter & Asset Tags

· View-only Building Alerts

· Update and manage comments on jobs

· View-only Form/Checklist Templates

· Complete and manage Forms/Checklists against jobs (including deleting Forms)

· Update and manage the Scheduler (if feature is enabled)

· View job history

· Update and manage media for jobs

· Update and manage Custom Labels on jobs

· Update and manage Expenses/Costings on jobs

👔 Admin

Admins are users who can manage ALL jobs and ALL settings. They can edit all Jobs across ALL Buildings. They can edit user settings and Building Allocations. They CAN delete jobs and edit Account settings.

Admins can:

· Update and manage all Reactive and PPM jobs

· Edit Team/User Settings and Building Allocations

· Edit Customer details (if feature is enabled)

· Edit Building details

· Update and manage Location details

· Update and manage Assets

· Update and manage Reporter & Asset Tags

· Update and manage Building Alerts

· Update and manage comments on jobs

· Update and manage Form/Checklist Templates

· Complete and manage Forms/Checklists against jobs (including deleting Forms)