Aspire Permissions Overview
- 24 Jan 2024
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Aspire Permissions Overview
- Updated on 24 Jan 2024
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The following lists the permissions available to assign to user roles. Click on the permission section header to view a description of the permissions grouped within that section.
Account Receivable
- Add Credit Memo
- Edit Billing
- Expiring Electronic Payment Method Alerts
- Process Electronic Payments
- Refund Electronic Payments
- Rejected Electronic Payment Alerts
- View Accounts Receivable
- Void Electronic Payments
Activities
- Delete Activities
Admin
- Branch Admin
- Choose Report Export Type
- Close Month
- Create Over Under Adjustment Records
- Edit Budget
- Make Visit Checklist Items Mandatory in the Service Catalog
- Manage Custom Fields
- Manage General Condition Templates
- Manage Opportunity Templates
- Manage Notification Settings (System)
- Manage Notification Settings (Branch)
- Manage User Roles
- Report Designer Access
- System Admin
- View Routes
Contacts
- Add Contact
- Add Crew Leader Contact
- Add Employee Incident
- Bulk Email Contacts
- Configure Contact Required Fields
- Delete Contacts
- Edit Accounting Sync ID
- Edit All Contacts
- Edit Billing Contact
- Edit My Contacts
- Import Contacts and Properties
- Send Customer Portal Invitation
- Update Employee PIN
Equipment
- Add Fuel Rate
- Adjust General Conditions
- Approve Equipment
- Create Equipment Inspections
- Delete Equipment
- Dispose Equipment
- Edit Service Cost and Hours
- Equipment Admin
- Fuel Cost Report
- Mark Equipment In Service
- Mark Equipment Out of Service
- Purchase Equipment
- Request Equipment
- View Equipment
Estimates Permissions
- Add/Modify Pay Code Overrides
- Adjust Total Price by %
- Allow Negative Item Quantity
- All One-Time Items
- Edit Estimate Items
- Edit Estimate Pricing Percent
- Edit Serv. Invoice Type on Fixed Price Open Billing
- Edit Templates
- Make Opportunity Service Visits Checklist Items Mandatory
- Manage Custom Columns
- Maximum % to Reduce Hours
- Maximum % to Reduce Price
- Permit Unbalanced Payment Schedule
Grids Permission
- Allow Export
Invoicing
- Create Invoice
- Delete Invoice
- Edit Invoice
- Modify Sent Invoices
- View Invoice
KPI and Insights
- View Client Management
- View Completed Labor Efficiency
- View Customer Issues Insight
- View Forecast
- View Overhead Recovery
- View Profit & Loss
- View Sales Score Card
Opportunities
- Add Opportunity
- Annual Renewals
- Change Contract Opportunity
- Delete Opportunites
- Delete Opportunities
- Edit All Opportunities
- Edit My Opportunites
- Job Dashboard
- Lose Opportunities
- Sales Manager
- View Only My Opportunities
- View Opportunities
- View Read-Only Estimates
- Win Opportunites
Properties
- Add Companies
- Add Property
- Edit All Properties
- Edit Companies
- Edit My Properties
- Edit Site Audits
- View Companies
Purchasing
- Add Purchase Credit
- Add Receipt
- Approve Receipts
- Delete Receipt
- Receive Receipt
- Unapprove Receipt
- View Inventory Locations
- Edit Inventory Locations
- Edit Daily Plan Report
- View Purchasing
Reports
- View A/R Aging Report
- View A/R Aging Report Detail
- View A/R Aging List
- View Audit Report
- View Jobs
- View End of Month Report
- View Profit and Loss Report
- View Profit and Loss Monthly Report
- View Operations Scorecard
- View Pivot Table Reports
- View Pivot Table Reports - Hours
- View Pivot Table Reports - Purchases
- View Pivot Table Reports - Sales
- View Pivot Table Reports - Work in Progress
- View Pivot Table Reports - Work Tickets
- View Complete Work Profit and Loss Report
- View Profit and Loss Report
- View Reports
- View Tax Entity Report
- View Drill Down Reports
- View Drill Down Reports - Auto Expense Report
- View Drill Down Reports - Certifications
- View Drill Down Reports - Clock Time
- View Drill Down Reports - Construction WIP Adjustments Report
- View Drill Down Reports - Contract Renewals
- View Drill Down Reports - Employee Clock Time
- View Drill Down Reports - Employee Incident
- View Drill Down Reports - Equipment Inspections
- View Drill Down Reports - Invoice Revenue to Costs
- View Drill Down Reports - Opportunity Service Report
- View Drill Down Reports - Profit and Loss Tickets
- View Drill Down Reports - Property Route Assignments
- View Drill Down Reports - Route Snow Planner
- View Drill Down Reports - Sales Commission
- View Drill Down Reports - Site Audits
- View Drill Down Reports - Sub Ticket/Expense Exception
- View Drill Down Reports - Time Entry
- View Drill Down Reports - Weather Events
- View Drill Down Reports - Work In Progress
- View Drill Down Reports - Work Ticket Transaction
- View Drill Down Reports - Work Ticket Visits
- View Equipment Utilization Report
- View Mobile Forms Report
- View Rolling Budget
- View Visit Checklists
- View Work Ticket Item Sourcing
Time Reporting
- Approve Time
- Crew Leader
- Enable Inova Labor Burden True-Up
- Export Time
- HR Admin
- My Reports
- Unapproved Time
- View All Time
- View Read-Only Payroll Data
Work Tickets
- Approve Work Ticket
- As Needed Exception Report
- Cancel Work Ticket
- Complete Work Ticket
- Delete Work Ticket
- Edit Budgeted Hours and Revenue
- Edit Earned Revenue
- Edit Route
- Full Access to Schedule Board (overrides read-only)
- Override Total Cost
- Partial Occur
- Read Only Access to Schedule Board
- Route Scheduling
- Schedule an Event
- Swap As needed Services
- Swap Work Ticket Costs
- Ticket Bulk Email
- Trigger Auto Expense Creation
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