Configure Mobile User Roles

Administrators can control which Aspire Mobile features are available to each user role. The Mobile section in Administration > User Management > User Roles contains two sub-sections:

• Crew Features — Control access to Daily Plan, Ticket Schedule, Open Issues, Time Tracking, and other crew-specific capabilities.

• CRM Features — Control access to Contacts and set the permission level for each role.

Configure crew features

The Crew Features sub-section controls which features crew members can access in Aspire Mobile.

1. Go to Administration > User Management > User Roles and select a user role.

2. Expand the Mobile section, then expand Crew Features.

3. Turn features on or off for this role:

   • Daily Plan

   • Ticket Schedule

   • Open Issues

   • Time Tracking

     • Crew Member View allows you to manage clock time for the logged in user only.

     • Crew Leader View allows you to manage clock time for your entire crew.

   • Alerts

   • Time Log

   • Request Equipment Service

   • Equipment Inspections

   • Partial Occurrence

   • View Client Contact Information

4. Select Save.

Configure CRM features

The CRM Features sub-section controls which CRM modules are available in Aspire Mobile and what level of access each role has.

1. Go to Administration > User Management > User Roles and select a user role.

2. Expand the Mobile section, then expand CRM Features.

3. To grant access to Contacts, turn on the Contacts checkbox and select a permission level:

   • View — Users can search for and view contact records.

   • Edit — Users can search for, view, and edit contact records.

   • Create — Users can search for, view, edit, and create new contact records.

4. Select Save.

   Note:

   Contacts permissions are hierarchical. Each level includes all capabilities of the levels below it — for example, selecting Create automatically includes View and Edit access.

Things to know

• Existing crew feature permissions that were migrated from the previous configuration are preserved. This is a UI reorganization, not a permission reset.

• CRM Features are separate from Crew Features. Turning off Crew Features for a role doesn't affect that role's CRM access, and vice versa.

• If a user's role doesn't have Contacts turned on, the Contacts module won't appear in their Aspire Mobile navigation.

• Some contact fields available in Aspire Cloud are not available in Aspire Mobile. If a contact is created on mobile with those fields left blank, they appear blank in Aspire Cloud and can be completed there.