Aspire Permissions Overview
  • 24 Jan 2024
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Aspire Permissions Overview

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Article summary

 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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