---
title: "Defining Role Permissions in Aspire"
slug: "defining-role-permissions-in-aspire"
description: "Learn how User Role Permissions control team access in Aspire, with detailed permissions for modules like invoicing, reports, equipment, and more."
tags: ["Language - English", "Area - User Settings", "Area - Administration", "Industry - Landscaping", "Type - Reference", "Role - System Admin", "Skill Level - 1 (Beginner)", "Skill Level - 2 (Intermediate)"]
updated: 2026-10-21T19:43:47Z
published: 2026-10-21T19:43:47Z
canonical: "guide.youraspire.com/defining-role-permissions-in-aspire"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Defining Role Permissions in Aspire

## 

This article explains *User Role Permissions* which determine the level of access your team has in your Aspire system.

Learn about the individual permissions that determine access to certain areas of Aspire along with detailed descriptions of each permission.

An asterisk (*) denotes that the permission must also be added even for System and Branch Administrators.

## **Additional Resources for Role Permissions**

- [Understanding Default User Roles and Adding New Roles](https://guide.youraspire.com/docs/understanding-default-user-roles-and-adding-new-roles)
- [Creating an Employee Contact](https://guide.youraspire.com/docs/creating-an-employee-contact-in-aspire)
- [Administration Visibility for Branch Administrators](https://guide.youraspire.com/docs/administration-visibility-in-aspire-for-branch-administrators)

## **Accounts Receivable**

| **Permission Name** | **Description** |
| --- | --- |
| ### **Select/Deselect All** | Turn on or turn off all permission checkboxes in this section. |
| ### **View Accounts Receivable** | Access the **Receivables**, **Payments**, and **Deposits** tabs in the Invoicing module, and use the **New Payment** option in the **Quick Menu**. To access the other tabs in the Invoicing module, you also need the [*View Invoice*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-invoice) permission. View alerts in the Resource Center for **Failed Bank Deposits**. |
| ### **Add Credit Memo** | Add Credit Memos. You also need the *View Accounts Receivable* permission to access the **Quick Menu** and create Credit Memos. |
| ### **Process Electronic Payments** | Access **Process Electronic Payments** in the **Quick Menu** and initiate electronic payments on existing invoices on behalf of your customers. Note This permission appears on the User Roles screen only if Electronic Payments is turned on for your system. |
| ### **Void Electronic Payments** | See the **Void** option on the Payment screen and void customer electronic payments that have been initiated. Note This permission appears on the User Roles screen only if Electronic Payments is turned on for your system. |
| ### **Refund Electronic Payments** | See the **Refund** option on the Payment screen and refund customer electronic payments that have been processed. Note This permission appears on the User Roles screen only if Electronic Payments is turned on for your system. |
| ### **Expiring Electronic Payment Method Alerts** | View expiring electronic payment method alerts on the **Alerts** tab in the Resource Center. Note This permission appears on the User Roles screen only if Electronic Payments is turned on for your system. |
| ### **Rejected Electronic Payment Alerts** | View rejected payment alerts on the **Alerts** tab in the Resource Center. Note This permission appears on the User Roles screen only if Electronic Payments is turned on for your system. |
| ### **Edit Billing** | Edit fields related to customer billing. You need this permission to make any of the following changes: - Edit a contact that is a **Billing Contact** for any property in the Contacts module. - Select or clear the **Billing** checkbox for the listed contacts on the Properties screen. - Edit any of the following on the Edit Property screen: - **Separate Invoice** checkbox - **Paperless Invoices** checkbox - **Tax Jurisdiction** field - **Payment Terms** field - **Billing Contact** field - Edit the **Invoicing Info** pop-up screen on the Opportunities screen. If this permission is cleared, these sections are read-only. |

## **Activities**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Delete Activities** | Allows users to delete *Task, Issue,* and *Email* *Activities* they create, as well as any activity they are involved with. Allows users to delete *Appointments* that they create. Allows users to Bulk Delete *Undelivered Emails* from the *Alerts* tab of the *Resource Center*. |

## **Admin**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **System Admin** | Allows the user to see and fully utilize the *Administration* screens accessed from the blue side menu. To manage user roles, [*Manage User Roles*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#manage-user-roles) permission must be enabled. |
| ### **Branch Admin** | Allows users access to all modules of Aspire. Branch Admins have admin level permissions for branch related data they are assigned to on their user details of their contact record. Allows access to the *Application* subtabs: *Advanced Search Formulas, Import Contacts and Properties* in *Administration.* Allows access to *Notifications,* and the *Equipment* tabs in *Administration*. |
| ### **Choose Report Export Type** | Allows the user to see the *Export Type* drop down when printing reports throughout modules in Aspire. If permission is assigned, the user can export various file types such as *Excel* and *Word*. If not assigned, the only export option is PDF. |
| ### **Edit Budget** | Allows users to see the *Budget* tab under *Application* in *Administration*. Allows users to create and edit budgets that help *Key Performance Indicators (KPIs)* compare *Actual Performance* vs. *Planned Performance*. |
| ### **Close Month** | In the *Reports* module, allows users to see the *Close Month* option in the details menu within the *End of Month* report. Allows the user to close a month in Aspire. |
| ### **View Routes** | Allows users to view and edit routes without having access to any other *Admin* functions. If the user has this permission, and no other *Admin* permissions, *Manage Routes* in the 3 dot menu is available in the *Scheduling* module. |
| ### **Manage Opportunity Templates*** | Allows users to access the *Opportunity Templates* tab under *Estimating* in *Administration*. |
| ### **Manage Custom Fields** | Allows users to add, modify and delete custom fields on *Property, Contact* and *Equipment* screens. Users without this permission can only modify custom fields on *Property, Contact* and *Equipment* screens as long as they have access to the modules the screens originate from. |
| ### **Manage General Condition Templates** | Gives users access to the *General Conditions Templates* tab in *Administration* to create and modify *General Condition Templates*. |
| ### **Manage User Roles*** | Allows users to access the *User Management* and *User Roles* tabs in *Administration*. Allows users to *change* permissions associated with user roles. Additionally, allows users the ability to create new user roles. |
| ### **Create Over Under Adjustment Records** Note: This permission only appears on the *User Roles* screen if your system has the *Over Under Adjustment* enabled by AspireCare. | Allows users to see the *Adjust Over Under* button on the *Over Under Report* to initiate the creation of adjustments to the over/under value for an opportunity. |
| ### **Manage Notification Settings (System)** | Allows users to manage notifications at the system level for all branches. |
| ### **Manage Notifications Settings (Branch)** | Allows users to manage notifications at the branch level. |
| ### **Report Designer Access** | Allows users access to the *Web Report Designer* tab under *Application.* This allows access to edit all account related report layout adjustments. |
| ### **Make Visit Checklist Items Mandatory in the Service Catalog*** | This permission will allow users to make *Visit Checklist* items mandatory if they have access to the service catalog. [*Branch Admins*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#branch-admin) would only have access to make items mandatory on branches they have access to. |

## **Contacts**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Add Contact** | Allows users to add contacts in both the *Contacts* module and in the *Quick Menu.* *Add Contact* and either [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-contacts) or [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts) would need to be added to the user’s permissions to edit a contact after creation. This permission does not allow users to make *contacts* into *users*; permissions to complete this action would be [*System*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*Branch Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#branch-admin) or [*Add Crew Leader Contact*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-crew-leader-contact). |
| ### **Edit My Contacts** Note: This permission does not include editing of *Billing Contacts.* | Allows users to edit contacts for which they are listed as the designated owner. Users would not be able to edit any contact who is a billing contact on any property unless they also have the [*Edit Billing Contact*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-billing-contact) permission. If they do not have this additional permission, *Billing Contacts* display as read-only in the *Contacts* module. Users will be able to edit most contact information if they originally created the contact, they will not have access to the *HR and Payroll sections* of the Contact detail screen unless they also have [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*HR Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#hr-admin) *permission*. If users that have [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts) need to add or edit *Sales Scorecards* for *Employee Contacts*, they need to also have either [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*Sales Manager*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#sales-manager) permission. |
| ### **Edit All Contacts** Note: This permission does not include the ability to edit *Billing Contacts.* | Allows users to edit any contact regardless of who is listed as the owner on the Contact screen. Users would not be able to edit any contact who is a billing contact on any property unless they also have the [*Edit Billing Contact*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-billing) permission. If they do not have this additional permission, *Billing Contacts* display as read-only in the *Contacts* module. Users with this permission can change the *Billing Contact* in the *Properties* module. Users would not have access to the *HR Admin* section of the *Contact* screen unless they also have [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*HR Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#hr-admin) permission. If users that have [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-contacts) need to add or edit Sales Scorecards to Contacts, they need to also have either [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*Sales Manager*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#sales-manager) permission. |
| ### **Add Crew Leader Contact** | Allows users without a *System Admin* level role to create *Crew Leader* Contact records. With this permission, users can create new contacts from *New Contact* in the *Contacts* module or from the *Quick Menu*. When creating the contact, users can click *Create User*; when the user screen is displayed, the *Roles* field defaults to *Crew Leader* and is read-only. This ensures additional roles are not added. Note that once the contact and user record have been saved, a user having only the *Add Crew Leader Contact* permission will not be able to go back and edit the record unless they also have [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-contacts) or [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts) permissions. |
| ### **Edit Billing Contact** | Allows users to edit contacts that are assigned as *Billing Contacts* in Aspire. Users who have [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-contacts) or [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts) need to have this permission added if they need to manage or delete billing contacts in the *Contacts* module. Enabling this permission also allows users to change *Billing Contacts* in the *Properties* module. |
| ### **Add Employee Incident** | In the *Contacts* module, this allows users to add incidents to a contact record. This section is displayed even if they do not have full access to the *Human Resources* section on an *Employee Contact* record, which requires either the [*HR Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#hr-admin) or [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) permission. |
| ### **Edit Accounting Sync ID** | Allows users to edit the *Accounting Sync ID* field in the Payroll section of an *Employee Contact* record. |
| ### **Bulk Email Contacts** | Allows users to use *Bulk Email Contacts* in the *Contacts* module. |
| ### **Send Customer Portal Invitation** | Allows users to use *Send Customer Portal Invite* under *Bulk Actions* in the *Contacts* module. To use this permission, the [Customer Portal](https://guide.youraspire.com/docs/setting-up-the-customer-portal-and-inviting-your-customers) must also be enabled under *Configuration*. |
| ### **Imports** | Allows users to import spreadsheets to Aspire under Administration for Contacts, Properties, Item Catalog and Vendors. |
| ### **Configure Contact Required Fields** | Allows users to see and make edits on the *Required Fields* tab in *Administration* ➡️ *Application*. |
| ### **Delete Contacts** | Allows users to delete contacts that do not have any history or active associations elsewhere in Aspire. |
| ### **Update Employee PIN** | Allows users to update Employee Pins under a User's detail settings. |

## **Equipment**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Approve Equipment** | Allows users to select *Approve and Purchase* in the *Equipment* module for an equipment record. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Dispose Equipment** | Allows users to mark equipment as *Disposed.* Users who have this permission will be able to select the *Approve* option in the Actions menu of the *Equipment* screen. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Schedule Equipment** | Allows users to mark equipment as '*schedulable'* and manage equipment within the *Equipment Scheduling Board.* The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) permission and [*Read Only Access to the Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) *or* [*Full Access to the Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) permission. |
| ### **Equipment Admin** | Allows users to use the *Equipment* tab in *Administration*. Allows access to the *Equipment* module and all tabs within the module, except the *Fuel Costs* tab. |
| ### **Mark Equipment in Service** | Allows users to add the In-Service Date on the Equipment screen under the 3 dot menu. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Mark Equipment Out of Service** | Allows users to manually mark equipment items as *Out of Service* on the Equipment tab in the 3 dot menu. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Purchase Equipment** | Allows users to specify the *Purchase Date* and *Purchase Price* in the 3 dot menu of the Equipment tab. If the equipment has been *Approved*, setting this date changes the equipment status to *Purchased* only if the *In-Service Date* has not also been provided. If so, the status is set to *In Service*. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Request Equipment** | Allows the user to request equipment by creating new equipment records. If the user has this permission, the *New* icon appears at the top of the *Equipmen*t tab. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **View Equipment** | Allows the user access to the *Equipment* module on the blue side menu to view equipment. |
| ### **Add Fuel Rate** | Allows users to access the *Fuel Rates* tab to define, edit and view fuel rates Aspire uses for calculating fuel cost. If this permission is unchecked, users do not see the *Fuel Rates* tab. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Fuel Cost Report** | Allows users to access the *Fuel Costs* tab to view *Fuel Cost* data. This data displays records for meter readings taken on a piece of equipment showing the associated fuel cost since the last meter reading. If this permission is unchecked, users do not see the *Fuel Cost* tab, even for those with [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Delete Equipment** | Allows users to delete equipment on the equipment details screen under the 3 dot menu. The user must also have [*View Equipment*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-equipment) or [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission to access the *Equipment* module. |
| ### **Edit Service Cost and Hours** | Allows users to modify the *Service Cost* and *Service Hours* fields on the *Service Log* tab. If this permission is not checked, these fields are read-only, even for those with [*Equipment Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#equipment-admin) permission. |
| ### **Create Equipment Inspections** | Allows users to create equipment inspections. |

## **Estimates**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Edit Templates** | Allows users to save *Opportunity Estimates* as *Opportunity Templates* by displaying the *Save As Template* option in the 3 dot menu on the estimate detail screen. Once the template has been saved, it is available for editing by someone with [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) or [*Branch Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#branch-admin) permission. It is also available by division when creating new opportunities. The *Edit Templates* permission does not allow a user access to the *Configuration* screens. |
| ### **Allow One-Time Items** | Allows users to add one-time items to estimates. These are items that do not exist in your item catalog and are added to the current estimate, only. Allows users to select and use the *New One Time Item* item name when adding items to estimates. Users must also have permission to create or edit opportunities and estimate items for this permission to function as intended. Those permissions could be any of the following: [*Add Opportunity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-opportunity)*,* [*Edit My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-opportunities)*,* [*Edit All Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities)*,* [*View Opportunities,*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities) and [*Edit Estimate Item*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-estimate-items)*.* |
| ### **Manage Custom Columns*** | Allows users to see *Manage Estimate Custom Columns* on the *Estimating* tab in *Administration*. Users would be able to add, remove or modify custom columns that appear on the *Estimate* details screen. |
| ### **Adjust General Conditions** | Allows users to add *General Conditions* to a work order estimate or to modify *General Conditions* previously added to the work order estimate. |
| ### **Edit Estimate Pricing Percent** | On the *Service Details* screen of an estimate, users can see the *Override Pricing* option in the 3 dot menu. This allows them to override pricing markup percentages for *Labor, Material, Equipment, Sub* and *Other* categories pulled from the pricing table. Users can also override the net profit percent on each service of an estimate. These changes will apply to the current estimate only. |
| ### **Edit Estimate Items** | Allows users to edit opportunity items on an estimate. They can also change factors and the cost on the *Service Item Details* screen. If they need to reduce the hours on a labor item's factor for a kit, [*Maximum % to Reduce Hours*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#maximum-to-reduce-hours) must be configured and enabled. Users must also have permission to create or edit opportunities and estimate items for this permission to function as intended. Those permissions could be any of the following: [*Add Opportunity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-opportunity)*,* [*Edit My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-opportunities)*,* [*Edit All Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities)*,* [*View Opportunities,*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities) and [*Edit Estimate Item*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-estimate-items)*.* For more permission access when estimating, [*Allow One-Time Items*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#allow-onetime-items) and [*Allow Negative Item Quantity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#allow-negative-item-quantity) should also be considered. |
| ### **Add Items to Catalog** ### **Maximum % to Reduce Hours** | Allows users to add *One-Time Items* from estimates into the *Item Catalog.* With this permission, the *Add to Catalog* checkbox is visible. Maximum % to Reduce Hours Item specified as a percent (i.e. 10%). When creating or modifying an opportunity estimate, setting this percent limits users to be able to reduce the hours. This is based on the set hours for labor items’ factor for a kit. Users must also have permissions to [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities), and [*Add Opportunity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-opportunity) or [*Edit Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities); and must have [*Edit Estimate Items*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-estimate-items) permission to edit items on an estimate. |
| ### **Edit Ser. Invoice Type on Fixed Price Open Billing** | Allows users to change the invoice type of opportunity services in *Fixed Price Open Billing Work Order Estimates*. This allows individual services within this work order type to be billed on a time and materials basis. |
| ### **Permit Unbalanced Payment Schedule** | Allows users to win jobs when the total in the payment schedule does not match the estimated dollars on the opportunity. Normally when a job is won, Aspire requires the payment schedule for fixed price contracts be equal to the dollar amount estimated. A payment schedule total can differ from the estimated contract amount by up to **$11.99** and still be saved. If the difference is **$12.00 or more**, Aspire blocks it unless the user's role has **Permit Unbalanced Payment Schedule** enabled for their user role. This most often comes up on Fixed Payment contracts when revisions cause small rounding discrepancies. |
| ### **Adjust Total Price by %** | Allows users to adjust overall pricing for an opportunity. Give this permission on either the service level by adjusting service price for all services or the kit item level by adjusting individual item costs. *Adjust Service Pricing* and *Adjust Kit Item Cost* options become available in the 3 dot menu of an estimate. |
| ### **Allow Negative Item Quantity** ### **Maximum % to Reduce Price** | Allows negative item quantities within an estimate for change orders on work order opportunities. If this permission is not checked, Aspire ignores any negative symbol entered and prevents the entry of negative numbers. To effectively use this permission, users must also have [*Add Opportunity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-opportunity)*,* and either [*Edit My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-opportunities)*,* [*Edit All Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities)*,* [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities)*,* or [*Edit Estimate Item*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-estimate-items)*.* Maximum % to Reduce Price When creating or modifying an opportunity estimate, setting this percent limits users to be able to reduce the pricing for a service on the *Estimate* screen relative to the original pricing on the service. |
| ### **Add/Modify Pay Code Overrides** | Allows users to select *Pay Code Overrides* from the drop down on the *Service Details* screen. To effectively use this permission, users must also have an opportunity edit permission enabled like: [*Edit My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-opportunities)*,* [*Edit All Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities)*,* [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities)*,* or [*Edit Estimate Items*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-estimate-items)*.* |
| ### **Make Opportunity Service Visit Checklist Items Mandatory** | Allows users to make *Visit Checklist Items* mandatory for a specific opportunity instead of only at the service catalog level. Will only appear if *Visit Checklists* are enabled at the system and branch level. |

## **Grids**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Allow Export** | Allows users to print and export data in search lists. Users will be able to access the *Print Screen*, and *Export to Excel* options in the three dot menu of Aspire’s modules. |
| ### **Full Advanced Search Access** | When disabled, users can only view advanced search lists shared by others. The default search list remains unless a new one is set or an admin shares a new *Default* list. 📌 Note: This permission also enables the *Save As* function under various advanced search lists within Aspire. |

## **Invoicing**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Create Invoice*** | Allows users to create new invoices. Gives users access to: - The *New Misc. Invoice* option in the *Quick Menu*. - *Bulk Actions* in the *Invoicing Assistant*, which is used to generate invoices. - To complete a batch, users would also need to have the [*Edit Invoice*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-invoice) enabled for their user role. - For Fixed Price Open Billing Invoices types, you will also need to have *View Opportunities* enabled for the user role. |
| ### **View Invoice** | Allows users access to the *Invoicing Assistant*, *Invoice Batches*, *Invoices*, and *Log Event* tabs in the *Invoicing* module. - The remaining options in *Invoicing* are controlled by the [*View Accounts Receivable*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-accounts-receivable) permission. Allows users to print or email invoices from the *Invoices* tab. Allows users to print from the *Invoice Batches* tab*.* Allows users to view email contacts in the *Properties* module on the property’s detail screen. - If users need to edit *Email Invoice* contacts in the *Properties* module, they must also have either [*Edit All Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-properties) or [*Edit My Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-properties) enabled for their role. Allows users to see *Pending* *Batches Alerts* in the *Resource Center*. |
| ### **Edit Invoice** | Allows users to modify values on an invoice. If this permission remains unchecked, the invoice is read-only. Allows users to complete batches. |
| ### **Delete Invoice** | Allows users to delete invoices. In order to delete invoices, users must also have the [*View Invoice*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-invoice) and [*Edit Invoice*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-invoice) permissions. This displays *Delete Invoice* in the 3 dot menu when reviewing invoices. |
| ### **Modify Sent Invoices** | Allows users to modify and resend invoices previously sent to customers. This displays *Void & Reset* as an option in the 3 dot menu when reviewing invoices with a status of *Sent*. |
| ### **Reverse and Rebill FPOB Invoice in Closed Months** | Allows users to void and rebill *Fixed Price Open Billing* invoices in closed months. Allows users access to the *Reverse and Rebill* *Bulk Action* option on the *Invoice* screen, allowing adjustments to invoices after the month has closed. You must also have *View Invoice* and *Edit Invoice* permissions added to your user role to access this feature. |

## **KPIs and Insights**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **View Client Management** | Allows users to create or edit *Client Management* *KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Completed Labor Efficiency** | Allows users to create or edit *Completed Labor Efficiency* *KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Forecast** | Allows users to create or edit *Forecast KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Overhead Recovery** | Allows users to create or edit *Overhead Recovery KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Profit & Loss** | Allows users to create or edit *Profit & Loss KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Sales Scorecard** | Allows users to create or edit *Sales Scorecard KPI and Insight* charts on the Aspire *Dashboard*. |
| ### **View Customer Issues Insight** | Allows users to configure *Customer Issue and Insight KPIs* on the Aspire *Dashboard*. |
| ### **View Sales Pipeline Insight** | Allows users to configure the *Sales Pipeline Insight* on the Aspire *Dashboard.* |

## 

## **Mobile**

| ### Select/Deselect All | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Daily Plan** | Allows users to access the [Daily Plan screen](/aspire-mobile/docs/daily-plan) in Aspire Mobile, which shows the crew's scheduled work tickets, materials, and equipment for the current day. |
| ### Ticket Schedule | Allows the user to access the [Ticket Schedule screen](/aspire-mobile/docs/ticket-schedule-screen) in Aspire Mobile, which displays scheduled work tickets and visit details. |
| ### **Open Issues** | Allows the user to access the [Open Issues screen](/aspire-mobile/docs/open-issues) in Aspire Mobile, which lists issues assigned to the user that require attention. |
| ### Time Tracking | Allows the user to access the [Time Tracking screen](https://guide.youraspire.com/aspire-mobile/docs/startstop-work-screen) in Aspire Mobile to clock in and out. When this permission is turned on, two options appear: *Crew Member View* and *Crew Leader View*. Only one view can be selected per user role. ***Crew Member*** ***View*** limits the user to managing clock time for themselves only. ***Crew Leader View*** allows the user to manage clock time for the entire crew. *Crew Member View* is selected by default when *Time Tracking* is first turned on. |
| ### Alerts | Allows the user to access the Alerts feature in Aspire Mobile. When enabled, the bell icon appears in the upper-right corner of the screen with a red badge for unread notifications. |
| ### Time Log | Allows the user to access the Time Log screen in Aspire Mobile, which displays a summary of the user's recorded time entries. |
| ### Request Equipment Service | Allows the user to submit [equipment service requests](/aspire-mobile/docs/request-equipment-service) from Aspire Mobile. This setting controls mobile access only. |
| ### Equipment Inspections | Allows the user to access the [Equipment Inspections](/aspire-mobile/docs/equipment-inspections) feature from Aspire Mobile. This setting controls mobile access only. |
| ### Partial Occurrence | When this option is enabled, a **Partial Occurrence** button is available on the Work Ticket screen. This allows crew leaders (especially subcontractors) to specify a partial occurrence percentage, indicating how much of the expected effort/time was required on per-service work tickets. |
| ### **View Client Contact Information in Mobile** | Allows users to [view a client’s phone number in Aspire Mobile](https://guide.youraspire.com/aspire-mobile/docs/work-ticket-details). Crew members with this permission can contact clients in case of delays, emergencies, or any other changes to the service. |
| ### Contacts - ### View - ### Edit - ### Create | These settings control which Contact level permissions are available for your crew leaders to use in Aspire Mobile. - View allows users to search for and view contact records in Aspire Mobile. - Edit allows user to search for, view and edit contact records in Aspire Mobile - Create allows users to search for, view, edit and create new contact records in Aspire Mobile. |
| ### Properties - ### View - ### Edit - ### Create | These settings control which Property level permissions are available for your users in Aspire Mobile. - View allows users to search for and view property records in Aspire Mobile. - Edit allows users to search for, view, and edit property records in Aspire Mobile, and to edit, complete, or delete a property’s issues and add comments. - Create allows users to search for, view, edit, and create new property records in Aspire Mobile. |

## **Opportunities**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Add Opportunity** | Allows users to create new opportunities from the *Property Details* screen. To do this, users must also have the *View Opportunity* permission. |
| ### **Edit My Opportunities** | Allows users to edit an opportunity for which they are assigned as the Sales Rep. Users must also have [*View Opportunity*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities) to access opportunities to edit. If the user has *View Opportunity* but no edit opportunity permission, the opportunity is read-only from the *Property Details* screen or from the *Opportunity module*. |
| ### **Edit All Opportunities** | Allows users to edit opportunities regardless of the assigned *Sales Representative*. To make edits, users must also have either [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities) *or* [*View Only My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-only-my-opportunities)*,* to access opportunities. |
| ### **Delete Opportunities** | Allows users to delete opportunities that have a status of *Lost*, or those with incomplete estimates. Allows users to see *Delete Opportunity* in the 3 dot menu of the estimate. |
| ### **View Opportunities** 📑To learn more about opportunities, read *Restricting Property and Opportunity Access with User Role Permissions,* [here](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions). | Allows users to view the *Opportunities* module and *Opportunities*. With this permission, users can also see *Opportunities* on the *Property Details* screen, as well as on the *Work Ticket* screen. |
| ### **View Only My Opportunities** | Allows users to only view opportunities where they are listed as the *Sales Representative*. |
| ### **Win Contracts** | Allows users to see and select *Won* for *Contract* opportunities from the 3 dot menu on the opportunity detail screen. Users can see and select the *Win Contract Change* available on the 3 dot menu of *Estimates*. Allows users to see *Won* in *Bulk Actions* of the *Opportunities* module. |
| ### **Win Work Orders** | Allows users to see and select *Won* for *Work Order* opportunities from the 3 dot menu on the opportunity detail screen. Users can see and select *Won* available in the 3 dot menu of the *Estimate* screen for *Work Order* changes. Allows users to see *Won* in *Bulk Actions* of the *Opportunities* module. |
| ### **Lose Opportunities** | Allows the user to see and select *Lost* in the 3 dot menu of an opportunity, and also *Lost* in *Bulk Actions* in the *Opportunities* module. |
| ### **Sales Manager** | Allows users to view, create and edit *Sales Scorecards* for other employees in the *Scorecards* section of contact records. To edit the rest of the contact record sections, users would also need either [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-only-my-opportunities) or [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts). |
| ### **Change Contract Opportunity** | Allows users to initiate *Contract Changes* for *Contract Opportunities* and also for *Change Orders* for *Work Order Opportunities*. On contracts, users can see *Change* in the 3 dot menu of a won opportunity. On work orders, users can see *Add Change Order*. Allows users to change *End Dates* on opportunities that have *Won, Pending Approval,* or *In Production* status. If this permission remains unchecked, and the *Contract* or *Work Order* is won, the *End Date* field for the opportunity is read-only. |
| ### **View Read-Only Estimates** | Allows users to have read-only access to the *Estimate* screen for an opportunity. This provides additional user access to estimates for those who have [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities), but not [*Edit All Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities). |
| ### **Annual Renewals** | Allows users access to *Renew* in *Bulk Action*s of the *Opportunities* module. |
| ### **Uncancel Opportunity** | Allows users access to *Uncancel* in the 3 dot menu on an opportunity. |
| ### **Job Dashboard** | Allows users access to the *Job Dashboard* within a *Work Order* opportunity. |
| ### **Cancel Contract** | Allows users access to *Cancel* in the 3 dot menu of a *Contract* opportunity. |
| ### **Cancel Work Order** | Allows users access to *Cancel* in the 3 dot menu of a *Work Order* opportunity. |
| ### **Modify SOV After Opportunity is Won** | Allows users to edit the *Schedule of Values* (SOV) on *Fixed Price Open Billing Work Order*s that have been previously won. |
| ### **Import Estimate** | Allows users access to *Import* in the 3 dot menu of the estimate screen for an opportunity. |
| ### **Edit Default Hourly Pay Codes in Any Stage** | Allows users to edit default pay codes in an opportunity's service details screen regardless of the ticket status. This helps avoid creation of a change order to update a pay code for a work ticket. |

## **Properties**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Add Property** | Allows users to see *New Property* in the *Properties* module and in the *Quick Menu* to add new properties. Users with this permission must also have [*Change Assigned Property Branch*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-opportunities) enabled to save new properties with their required branch assignments. |
| ### **Edit My Properties** 📑To learn more about users editing their properties, please read *Restricting Property and Opportunity Access with User Role Permissions*, [here](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions). | Allows users to edit properties when they are assigned as the property *Account Owner.* After the property is created, on the property screen, users can also access and use *Takeoffs*, *Attachments*, *New Property Site Audit* and *New* to add *Contacts*. |
| ### **Edit All Properties** 📑To learn more about editing properties, please read *Restricting Property and Opportunity Access with User Role Permissions*, [here](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions). | Allows users to edit any property, regardless if they are assigned as the property *Account Owner.* After the property is created, on the property screen, users can also access and use *Takeoffs*, *Attachments*, *New Property Site Audit* and *New* to add *Contacts*. Allows user access to *Bulk Actions* in the Properties module. |
| ### **Change Assigned Property Branch** | Allows users to set or change the branch for a property in the property detail screen. Users with this permission must also have [*Add Property*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-property) enabled to save new properties with their required branch assignments. |
| ### **View Properties** 📑To learn more about viewing properties, please read *Restricting Property and Opportunity Access with User Role Permissions*, [here](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions). | Allows users to view all properties regardless of who is listed as the property *Account Owner.* |
| ### **View Only My Properties** 📑To learn more about users viewing their properties, please read *Restricting Property and Opportunity Access with User Role Permissions*, [here](https://guide.youraspire.com/docs/restricting-property-and-opportunity-access-with-user-role-permissions). | Allows users to view properties that they are listed as the property *Account Owner* of. Allows users to see only opportunities tied to their properties. |
| ### **Edit Site Audits** | Allows users to access and edit *Site Audits*. |
| ### View Site Audits | Allows users to view Site Audits but not edit them. |
| ### View Only My Site Audits | Allows users to view only the Site Audits they have created. Site Audits not created by the user are not accessible. |
| ### **Add Companies** | Allows users to add new *Companies*. Allows creation of a *Company* on a contact record. |
| ### **Edit Companies** | Allows users to edit *Companies*. To use this permission, users must also have [*View Companies*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-companies) enabled for their user role. |
| ### **View Companies** | Allows users to view companies and see the *Companies* tab on a property record. They can access the *Company* hyperlink from a property detail screen. Allows users to search for companies in the blue side menu. Allows users to view the Auto Expenses section on the *Companies* screen. |

## **Purchasing**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **View Purchasing** | Allows users to view the *Purchasing* module and all *Purchasing* tabs. |
| ### **Add Receipt** | Allows the user to create *Purchase Receipts* in the *Purchasing* module and also in the *Quick Menu*. |
| ### **Receive Receipt** | Allows users to access and use *Receive* and *Receive Partial* in the 3 dot menu of a *Purchase Receipt*. |
| ### **Approve Receipt** | Allows users to access and use *Approve* in the 3 dot menu of a *Purchase Receip*t. |
| ### **Delete Receipt** | Allows users to access and use *Delete Receipt* in the 3 dot menu of a *Purchase Receipt.* To use the *Delete Receipt* feature, *Purchase Receipts* must not be back ordered and must not be in *New* status*.* |
| ### **Unapprove Receipt** | Allows users to access and use *Unapprove* in the 3 dot menu for *Purchase Credits* and *Purchase Receipts*. |
| ### **Add Purchase Credit** | Allows users to access and use *Add Purchase Credit* on the *Purchase Receipt* tab. |
| ### **Edit Daily Plan Report** | Allows users to edit the *Daily Plan Report* tab in the *Purchasing* module and view on the *Visit Details* screen in the *Scheduling* module under *Edit Visit*. |
| ### **View Inventory Locations** | Allows users read-only access to the *Inventory Locations* tab, *Inventory Location* details, and the *Allocations* screen. |
| ### **Edit Inventory Locations** | Allows users to edit and view the *Inventory Locations* tab, create and view *Inventory Location* details, and make changes on the *Allocations* screen. |
| ### **Make Item Substitutions** | Allows users to substitute items assigned to the same branch and item category in the *Work Ticket* or *Purchasing Assistant* screens. To use this permission in Aspire, users must also have the following permissions: [*View Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-properties) or [*View Only My Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-only-my-properties)*,* [*View Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-opportunities) or [*View Only My Opportunities*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-only-my-opportunities)*,* [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only)*,* [*Add Receipt*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#add-receipt), or [*View Purchasing*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-purchasing), which allows item substitution in the *Purchasing Assistant.* |
| ### **Submit Receipt to LandscapeHub** | This permission is only available when the *Enable LandscapeHub Integration* system setting is selected in *Configuration*. Allows users to see *Submit to LandscapeHub* in the 3 dot menu of *Purchase Receipt* detail screen to submit *New* purchase receipts created in Aspire to *LandscapeHub*. |
| ### Upload Invoice to OCR | Allows users to upload invoices to the OCR workflow, which automatically starts OCR scanning. Also allows users to manually re-scan invoices that have already been processed. Users with this permission can see and access the Add Invoice button on the OCR Invoices page, the Re-scan action on individual invoices, and the Delete action for OCR invoices. |
| ### Edit PRs in Match Review Status | Allows users to edit and confirm purchase receipts that are in OCR *Match Review* status. This includes editing line items, quantities, pricing, and attachments during the side-by-side review. Users with this permission can access the **Review** action on the *OCR Invoices* page and select **Confirm and Next** to complete a match. Users without this permission can still view the OCR review screens if they have access to the *Purchasing* module, but all edit and confirm actions are hidden. |

## **Reports**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **View Reports** | Allows users to see and access the *Reports* icon in the blue side menu. You must also select *View Drill Down Reports* or any report permission for the reports icon to appear. Displays *Equipment Utilization* report. |
| ### **View Revenue** | Allows users to view revenue on property detail screens. To view properties, users must have either [*View Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-properties) or [*View Only My Properties*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-only-my-properties) enabled for their user role. |
| ### **View Jobs** | Allows users to view the *Job Dashboard* that summarizes operation information on costs, and profitability for won *Work Orde*r opportunities. |
| ### **View End of Month Report** | Allows users to view the *End of Month* report within the *Reports* module. |
| ### **View Completed Work Profit and Loss Report** | Allows users to access the *View Complete Work Profit and Loss* report within the *Reports* module. |
| ### **View Profit and Loss Report** | Allows users to view the *Profit and Loss* report within the *Reports* module. |
| ### **View Profit and Loss Monthly Report** | Allows users to view the *Profit and Loss Monthly* report within the *Reports* module. |
| ### **View Operations Scorecard** | Allows users to view the *Operations Scorecard* report within the *Reports* module. |
| ### **View Pivot Table Reports** | Allows users to see all *Pivot Reports* in the *Reports* module. To access the *Pivot Report* details in the *Reports* module, users must also have permission for each specific *Pivot Report*. |
| ### **View Pivot Table Reports - Hours** | Allows users to view and customize the *Hours Pivot Table*. Users must also have [*View Pivot Table Reports*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-pivot-table-reports) |
| ### **View Pivot Table Reports - Purchases** | Allows users to view and customize the *Purchases Pivot Table*. Users must also have [*View Pivot Table Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-pivot-table-reports). |
| ### **View Pivot Table Reports - Sales** | Allows users to view and customize the *Sales Pivot Table.* Users must also have [*View Pivot Table Reports*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-pivot-table-reports) |
| ### **View Pivot Table Reports - Work In Progress** | Allows users to view and customize the *Work In Progress* report. Users must also have [*View Drill Down Reports-Work In Progress*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports-work-in-progress) enabled for their user role. |
| ### **View Pivot Table Reports - Work Tickets** | Allows users to view and customize the *Work Tickets Pivot Table* showing all work tickets with budget and actuals. Users must also have [*View Pivot Table Reports.*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-pivot-table-reports) |
| ### **View A/R Aging Report** | Gives users access to view the *A/R Aging Report.* |
| ### View A/R Aging Report Detail | Gives users the ability to view Collection Notes in the A/R Aging Report. |
| ### **View A/R Aging List** | Gives users access to view the *A/R Aging Report*. |
| ### **View Tax Entity Report** | Allows users to access the *Tax Entity* report in the *Reports* module. |
| ### **View Drill Down Reports** | Allows users access to drill-down details within reports. To access drill down details, users must also have permissions enabled for each specific report. |
| ### **View Drill Down Reports - Auto Expense Report** | Allows users access the *Auto Expense* report. Users must also have [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Drill Down Reports - Certifications** | Allows users to view and customize the *Certifications* report. Users must also have [View Reports](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-reports) and [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Drill Down Reports - Clock Time** | Allows users to view and customize the *Clock Time* report. Users must also have [View Reports](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-reports) and [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Drill Down Reports - Construction WIP Adjustments** | Allows users to view and customize the *Construction WIP Adjustments*. Users must also have [*View Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-reports) and [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Drill Down Reports - Contract Renewals** | Allows users to view and customize the *Contract Renewals* drill down details. |
| ### **View Drill Down Reports - Employee Clock Time** | Allows users to view and customize the *Employee Clock Time* report drill down details. |
| ### **View Drill Down Reports - Employee Incidents** | Allows users to view and customize *the Employee Incidents* report drill down details. Users must also have [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports)*.* |
| ### View Drill Down Reports- EOM Checklist | Allows users to view the EOM Checklist in Reporting. |
| ### View Drill Down Reports- Equipment Inspections | Allows you to view Equipment Inspection reports. You must also have the View Drill Down Reports permission. |
| ### **View Drill Down Reports - Invoice Revenue to Costs** | Allows users to view and customize the *Invoice Revenue to Costs* report. |
| ### **View Drill Down Reports - Opportunity Service Report** | Allows users to view and customize the *Opportunity Service* report. |
| ### **View Drill Down Reports - Profit and Loss Tickets** | Allows users to view and customize the *Profit and Loss Tickets* report. |
| ### **View Drill Down Reports - Property Route Assignments Report** | Allows users to view and customize the *Property Route Assignments* report. |
| ### **View Drill Down Reports - Revenue Over Under Report** | Allows users to view and customize the *Revenue Over Under* report. |
| ### **View Drill Down Reports - Route Snow Planner** | Allows users to view and customize the *Route Snow Planner* Report. |
| ### **View Drill Down Reports - Sales Commission** | Allows users to view and customize *Sales Commission* report drill down details. |
| ### **View Drill Down Reports - Site Audits** | Allows users to view and customize *Site Audits* report drill down details. Users must also have [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Drill Down Reports - Sub Ticket/Expense Exception** | Allows users to view and customize *Sub Ticket/Expense Exception* report drill down details. |
| ### **View Drill Down Reports - Time Entry** | Allows users to view and customize *Time Entry* report drill down details. Users must also have [*View Drill Down Reports*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports) |
| ### **View Drill Down Reports - Weather Events** | Allows users to view and customize the *Weather Events* report drill down details. Users must also have [*View Drill Down Reports*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports) |
| ### **View Drill Down Reports - Work in Progress** | Allows users to view and customize the *Work In Progress* report drill down details. |
| ### **View Drill Down Reports - Work Ticket Transaction** | Allows users to view and customize the *Work Ticket Transaction* report drill down details. |
| ### **View Drill Down Reports - Work Ticket Visits** | Allows users to view and customize the *Work Ticket Visits* report drill down details. User must also have [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports)*.* |
| ### **View Drill Down Reports - Equipment Inspections** | Allows users to view the *Equipment Inspections* report. Users must also have the [*View Drill Down Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-drill-down-reports). |
| ### **View Work Ticket Item Sourcing** | Allows users to view the *Work Ticket Item Sourcing* report. |
| ### **View Rolling Budget** | Allows users to view the *Rolling Budget* report. |
| ### **View Mobile Forms Report** | Allows users to view and customize the *Mobile Forms* report. |
| ### **View Equipment Utilization Report** | Allows users to see the *Equipment Utilization* report. |
| ### **View Audit Report** | Allows users access to the *Audit* report. |
| ### **View Visit Checklists** | Allows users access to view the *Visit Checklists* report. |
| ### **View Employee Overtime Report** | Allows users access to the *Employee Overtime Report*. |
| ### **View Drill Down Reports-Inventory Allocation** | Allows users to access and edit *Inventory Allocation Reports* |
| ### **View Work In Progress (Work Orders)** | Allows users access to the Work in Progress (Work Orders) report. |
| ### View Health Scorecard | Allows users access to the Health Scorecard report. |

## 

## Site Audits

| ### Site Audits View 2.0 | Allows users to view the site audits list. Users can't create audits or access templates and tags. |
| --- | --- |
| ### Site Audits Edit 2.0 | Allows users the ability to create and complete site audits. Can't access templates or tags. |
| ### Site Audits Admin 2.0 | Allows users everything in Site Audits View and Edit permissions, plus full access to create and manage templates and tags. |

## **Submittals**

| ### **Select/ Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Edit Submittals** | Allows users to modify existing submittals. Allows user to update submittal details, attach files, and update statuses. |
| ### **View Submittals** | Allows users to view all submittals and download attachments in Aspire, regardless of the *Submittal Status.* |

## **Time Reporting**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **HR Admin** | Allows users to view the *HR, Payroll,* and *Scorecard* sections within a *Employee* contact detail screen. If the user needs to edit these sections, they must also have either [*Edit All Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-all-contacts) or [*Edit My Contacts*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#edit-my-contacts) enabled for their role. To create and edit *Scorecards*, users must also have the [*Sales Manager*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#sales-manager) permission enabled for their role. *HR Admin* permission is further restricted by the user’s *Branch* access. |
| ### **View All Time** | Allows the user to access the *Weekly Time Review tab* as long as they also have either [*Approve Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#approve-time) or [Unapprove Time](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#unapprove-time) enabled for their role. To access the *Scheduling* module, users must also have either [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*Full Access to the Schedule Board*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) |
| ### **My Reports** | Allows users to see employee time for routes that they are listed as *Manager* for in *Weekly Time Review*. To access the *Scheduling* module, users must also have either [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*Full Access to the Schedule Board*.](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) To access details in *Weekly Time Review*, users must also have [*Approve Time*](https://care.youraspire.com/en/articles/4751558-defining-role-permissions-in-aspire#h_bce30d96fe) enabled for their role. |
| ### **Approve Time** | Allows users to access *Weekly Time Review* and allows access to approval of time entries. To view and approve any employee’s time, regardless of branch, users must also have [*View All Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-all-time) enabled for their user role. To view and approve only their branch employee’s time, users must also have [*My Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#my-reports) enabled for their user role. |
| ### **Export Time** | Allows users to export *Time Entry* information to their accounting system by displaying *Export* and *Export All Employees* in *Bulk Actions* on the *Weekly Time Review* tab. To access details in *Weekly Time Review*, users must also have [*Approve Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#approve-time) and either [*View All Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-all-time) *or* [*My Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#my-reports) enabled for their role. |
| ### **Unapprove Time** | Allows users to access *Weekly Time Review* and allows access to unapproval of *Time Entries*. To view and unapprove any employee’s time, regardless of branch, users must also have [*View All Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-all-time) enabled for their user role. To view and approve only their branch employee’s time, users must also have [*My Reports*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#my-reports) enabled for their user role. |
| ### **View Read Only Payroll Data** | Allows users to have *Branch* specific read-only access to the *Payroll* section for an employee contact. If users need to edit the *Payroll* section for an employee on their branch, they must also have [*HR Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#hr-admin) enabled for their user role. |
| ### **Enable Inova Labor Burden True-Up*** | Allows users the ability to view and use the *Run Inova Labor Burden True-Up* function on *Weekly Time Review*. You must activate *Calculate Actual Labor Burden from Inova* before you can view this permission. Users would also need [*HR Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#hr-admin) to view Inova fields in *Contact* records. |

## **Work Tickets**

| ### **Select/Deselect All** | Choosing this enables or disables all related permission checkboxes in this section. |
| --- | --- |
| ### **Read Only Access to Schedule Board** | Allows users read-only access to the *Scheduling* tab in the *Scheduling* module. If users need to access the *Weekly Time Review* tab in the *Scheduling* module, they must also have either [*Approve Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#approve-time)*,* or [*View All Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-all-time) enabled. Allows access to view work tickets in the *Work Tickets* module. |
| ### **Full Access to Schedule Board (overrides read only)** | Allow users full access to the *Scheduling* tab in the *Scheduling* module. This displays the *Work Ticket List* in *Scheduling* for users to move work tickets to the schedule board. Allows the user to access the work ticket details menu when right-clicking on a visit plaque on a scheduled ticket. Allows users to view and update work tickets in the *Work Tickets* module. If users need to access the *Weekly Time Review* tab in the *Scheduling* module, they must also have either [*Approve Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#approve-time)*,* or [*View All Time*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#view-all-time) enabled. |
| ### **Route Optimization** | Allows users to organize job site visits for a day/route in the most efficient order possible based on your branch location to minimize drive time. |
| ### **Cancel Work Ticket** | Allows users to cancel *Work Tickets* by displaying *Cancel* and *Uncancel* in *Bulk Actions* of the *Work Tickets* module or on the *Work Ticke*t detail screen. |
| ### **Edit Route** | Allows users to manage routes and edit the route *Crew Members* and *Properties.* Displays each *Route* name on the *Schedule Board* as a hyperlink to the *Route* screen to modify information associated with the route. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) to use this permission. |
| ### **Complete Work Ticket** | Allows users to complete *Work Tickets* by displaying *Complete* and *Uncomplete* on the *Work Ticket* details screen and under *Bulk Actions* in the *Work Tickets* module. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) to use this permission. |
| ### **Approve Work Ticket** | Allows the user to approve *Work Tickets* by displaying *Approve* on the *Work Ticket* detail screen and under Bulk Actions in the *Work Tickets* module. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) to use this permission. |
| ### **Delete Work Ticket** | Allows users to delete *As Needed Work Tickets* by displaying *Delete As Needed Tickets* on the *Work Ticket* screen or the *Work Tickets* module. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) to use this permission. The allow Work Ticket deletion checkbox must be clicked on in Administration> Application>Work Tickets in order for the permission to be enabled/disabled for user roles. |
| ### **Swap As Needed Services** | Allows users to swap services associated with *As Needed Work Tickets* by displaying *Swap As Needed Tickets* in the Work Ticket screen or under *Bulk Actions* in the *Work Tickets* module. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) to use this permission. |
| ### **Partial Occur** | Allows users to complete per service work tickets for a portion of the work by displaying the *Partial Occurrence* on the *Work Ticket* detail screen or under *Bulk Actions* in the *Work Tickets* module. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) permission to use this permission. |
| ### **Swap Work Ticket Data** | Allows the user to move data from one work ticket to another by displaying *Swap Work Ticket Data* in the 3 dot menu of *Work Ticket* detail screen, or from the vertical 3 dot menu in *Time Entry*. Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) permission to use this permission. |
| ### **Edit Budgeted Hours and Revenue** | Allows users to change budgeted hours and revenue that were established on the estimate for a work ticket by displaying *Edit Budgeted Hours and Revenue* in the 3 dot menu on *Work Ticket* detail screen. To use this permission, *Work Tickets* can not be *Complete* or *Canceled.* Users must also have either [*Full Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#full-access-to-schedule-board-overrides-read-only) or [*Read Only Access to Schedule Board*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#read-only-access-to-schedule-board) or [*System Admin*](https://guide.youraspire.com/docs/defining-role-permissions-in-aspire#system-admin) permission to use this permission. |
| ### **Ticket Bulk Email** | Allows users to bulk email *Work Tickets* by displaying *Email* in the *Bulk Actions* menu of the *Work Tickets* module. |
| ### **Override Total Cost** | Allows the users to override the total cost on a work ticket by displaying the *Override Total Cos*t in the 3 dot menu of the *Work Ticket* details screen for Open or Scheduled tickets. When costs have been overridden on a work ticket*,* users will also have *Undo Override Total Cost* with this permission*.* |
| ### **Edit Earned Revenue** | Allows users to use *Edit Earned Revenue* in the 3 dot menu of the *Work Ticket* details screen for tickets that aren’t canceled. Allows users to change the amount of revenue has been earned for the ticket in any given month to more closely match reality than the formula of *Actual Cost/ Estimated Cost* used by Aspire. |
| ### **Trigger Auto Expense Creation** | Allows users to use *Trigger Auto Expense Creation* in the 3 dot menu of the *Work Tickets* module for selected work tickets. Allows users access to the *Auto Expenses* section in *Companies* detail screens and make edits |
| ### **Route Scheduling** | Allows users to use *Route Scheduling* in the 3 dot menu of the *Scheduling* module. |
| ### **As Needed Exception Report** | Allows users to view *As Needed Exceptions* in the 3 dot menu of the *Scheduling* module. |
| ### **Schedule an Event** | Allows users to access *Schedule an Event* in the 3 dot menu of the *Scheduling* module without having *System* or *Admin* permission on the *Schedule Board.* |
| ### **View Dynamic Forecast** | Allows users to view the *Dynamic Forecast* screen in read-only format. |
| ### **Edit Dynamic Forecast** | Allows users to edit the Dynamic Forecast screen. Users will also have to have *View Dynamic Forecast* added to their user role to view this screen. |
| ### **Bypass Minimum Charge** | Allows users to complete a *T&M Work* *Ticket* with a *T&M Override* less than the minimum charge. |
| ### Bulk Reschedule Visits | Allows users to bulk reschedule the visits related to one or more work tickets across multiple routes all at once. In order to bulk reschedule, the permission of *Full Access to Schedule Board* is also required. |