Aspire Permissions Overview

 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