To set up user rights for the Legacy App, follow these steps.
- Go to Settings > User Roles & Rights > [Role Name] > Mobile.
- Select any of the check boxes needed.
User Role/Right |
Definition |
View/Edit Client |
Allows the Legacy app user to view and edit client information: Always - Allows the user to view and edit client information at any time When Assigned Job - Allows the user to view and edit the client information only when jobs are dispatched |
Auto-Download Clients |
This will download the client list and keep it stored in Legacy app tables |
View Account Balance |
Allows the Legacy app user to see the client’s account balance and lead’s potential revenue |
Contact Client |
Allows the Legacy app user to contact clients and leads: Send Emails From: |
View Leads |
Allows the Legacy app user to view the lead list, as well as the right to view/edit a lead |
View Vendors |
Allows the Legacy app user to view the vendor list and view/edit a vendor |
Make Work Assignments |
Allows the Legacy app user to reassign work to another resource |
Edit Client Notes |
Allows the Legacy app user to update notes to the client that appear on work order sheets, the Dispatch Board, and the client timeline view |
View Work Order |
Allows the Legacy app user to view the work order and collect a signature on it |
Can Wipe Devices Remotely |
Allows the user to wipe Legacy app data from a device under Settings > User Roles & Rights > Mobile |
Enable Push Notifications |
This is for the Team app only |
Enable Drive Time |
Allows the Legacy app user to track drive time |
Show Everyone’s Work |
Allows the Legacy app user to see job information for all resources |
Access App Settings |
Allows the Team or Legacy app user to view and edit the app settings |
Edit Job Quantity |
Allows the Team and Legacy app user to edit the quantity for jobs (available after V3 Release 2) |
Edit Product Quantity |
Allows the Team and Legacy app user to edit the quantity for products (available after V3 Release 2) |
View Product Cost |
Allows the Legacy app user to view the product cost |
Edit Product Cost |
Allows the Legacy app user to edit the product cost |
Edit Schedule Date |
Allows the Legacy app user to move a job to a different date |
Add Service |
Allows the Team and Legacy app user to create a one-time job (available after V3 Release 2) |
View Rate |
Allows the Legacy app user to view the rate for both services and products |
Edit Rate |
Allows the Legacy app user to edit the rate for both services and products |
Add Waiting List Service |
Allows the Legacy app user to create a waiting list job |
Add Product |
Allows the Team and Legacy app user to add products to existing jobs and installed products to clients (available after V3 Release 2) |
View Invoices |
Allows the Legacy app user to view invoices for clients and invoices for completed jobs |
Create Invoices |
Allows the Legacy app user to create standalone invoices for clients, and edit invoices for completed jobs |
Confirm Products |
Allows the Legacy app user to confirm products on invoices for completed jobs |
Edit Invoice Description |
Allows the Legacy app user to edit the invoice description for both services and products |
View Payments |
Allows the Legacy app user to view payments for clients |
Collect Payment |
Allows the Legacy app user to collect payments for open invoices only |
Require Chemical Logging |
Requires Legacy app users to log chemical tracking information on jobs before completing them |
Edit Timesheets |
Allows the Legacy app user to adjust the time their team spent on each service and the time they clocked in and out for the day |
Dispatch from Mobile |
Allows the Legacy app user to start jobs from the calendar view |
Hide Printed Job Notes |
If route sheets are printed along with the use of the Legacy app, this will prevent job notes from being printed |
Monitor Geofences |
This is future functionality |
Enable Estimates |
Allows the Legacy app user to create estimates for clients and leads if they have access to clients and leads |
Enable Expenses |
Allows the Legacy app user to create expenses |
Enable Bulk Clock In |
Allows the Legacy app user to bulk clock-in to multiple jobs at one time, as well as multiple services at one time |
Require View Job Notes |
Forces the user to view and acknowledge job notes on the Legacy app before starting a job |
Require “Before” Pictures |
Prompts the Team or Legacy app user to take a photo before starting a job (available after V3 Release 2) |
Require “After” Pictures |
Prompts the Team or Legacy app user to take a photo after completing a job (available after V3 Release 2) |
Edit Team |
Allows the Team or Legacy app user to add/remove resources from the job team |
Allow Copy Route |
Allows the Legacy app user to copy a route; this is for the Snow system only |
View Assets |
Allows the Legacy app user to view assets and the asset list |
Edit Assets |
Allows the Legacy app user to edit any assets |
View/Edit Asset Purchase Info |
Allows the Legacy app user to view or edit information on the purchase of assets |
View/Submit Forms |
Allows the Legacy app user to view and edit V2 Forms and the Team app user to view and edit V3 Forms |
View/Submit Asset Forms |
Allows the Legacy app user to view and edit asset forms |