To set up user rights for scheduling functions, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > Scheduling tab.
- Select any of the checkboxes in the "Scheduling Access" column.
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. |
|
Teams |
Allows the user to view and edit crews. |
|
Add/Modify Projects |
Allows the user to 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. |