User Rights for Scheduling Access

To set up user rights for scheduling functions, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Scheduling.
  2. Select any of the check boxes in the Scheduling Access

User Role/Right

Definition

Calendar

Allows the user to view and edit the calendar.

Dispatch Board

Allows the user to view, edit, and dispatch jobs from the Dispatch Board.

Waiting List

Allows the user to view, edit, and dispatch jobs from the waiting list.

Crews

Allows the user to view and edit crews.

Add/Modify Projects

Allows the user view, create, and edit projects.

Dispatch Calendar

Allows the user to view, edit, and dispatch jobs from the dispatch calendar.

Asset Tracking

Allows the user to view, create, and edit assets in Service Autopilot.

View/Edit Asset Purchase Info

Allows the user to view and edit asset purchase information.

View/Edit Asset Forms

Allows the user to view and edit asset forms.

Get Schedule Alerts

Allows the user to receive scheduling alerts, such as: Master Package expiration warnings, Master Schedule expiration or changes, etc.

 

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