Aspire Permissions Overview
- 24 Jan 2024
- Print
- PDF
Aspire Permissions Overview
- Updated on 24 Jan 2024
- Print
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
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
Was this article helpful?