Aspire Permissions

Actualizado en 22 Feb 2023
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The following table details the permissions available to assign to user roles.

Roles Screen Grouping	Permission Name	Description
Accounts Receivable	Add Credit Memo	Allows you to add customer credit memos. Users must have View Accounts Receivable permission before they will have access to the menu items to create credit memos.
Accounts Receivable	Edit Billing	This permission is required to edit fields related to customer billing. Specifically, it is required to perform any of the following changes. On the Contact screen, edit a contact that is a billing contact for any property. On the Property Overview screen, change the value of a Billing checkbox in the list of contacts. On the Property Detail screen, edit any of the following fields (these fields will otherwise be read-only): Separate Invoice Tax jurisdiction Paperless Invoices Payment Terms Billing Contact drop-down on the edit Linking/Unlinking a Billing Contact On the Opportunity screen, edit any of the following fields (these fields will be read-only): Sales Rep Invoicing Info (Popup Window)
Accounts Receivable	Expiring Payment Methods Alerts	Allows you to view system alerts notifying employees that customer payment methods will be expiring soon. This permission is only displayed on the Roles screen if the Electronic Payment feature is enabled.
Accounts Receivable	Process Electronic Payments	Allows you to access the Process Electronic Payment option available in the Quick Menu in the Aspire Navigation Bar giving them access to initiate electronic payments for existing invoices on behalf of customers. This permission is only displayed on the Roles screen if the Electronic Payment feature is enabled.
Accounts Receivable	Refund Electronic Payments	Allows you to see the Refund option on the Payment screen that allows them to refund customer electronic payments that have been processed. This permission is only displayed on the Roles screen if the Electronic Payment feature is enabled.
Accounts Receivable	Rejected Payment Alerts	Allows you to view system alerts notifying employees when customer electronic payments are rejected by the payment processing company. This permission is only displayed on the Roles screen if the Electronic Payment feature is enabled.
Accounts Receivable	View Accounts Receivable	Allows you access to the Receivable, Payments, and Deposit search lists from the Invoice icon, and the New Payment option from the Quick Menu on the Aspire Navigation Bar. Other options in the Invoice icon are made available by the View Invoice permission. This permission is also required before you will see notifications for failed bank deposits under Alerts in the Resource Center.
Accounts Receivable	Void Electronic Payments	Allows you to see the Void option on the Payment screen that allows them to void customer electronic payments that have been initiated. This permission is only displayed on the Roles screen if the Electronic Payment feature is enabled.
Activities	Delete Activities	Allows you to delete their own and others’ tasks and email activities in which they are involved. Allows you to delete appointments that they created. Issues cannot be deleted because they are significantly connected with associated opportunities and work tickets. On the Activity Detail screens for tasks, emails, and appointments, Aspire controls the ability to delete.
Admin	Add Items to Catalog	When adding one-time items to an estimate, this permission allows you to save the item to the item catalog simultaneously. To allow you to make this choice, Aspire displays an Add to Catalog checkbox on the Add One Time Item screen.
Admin	Branch Admin	Described further under Additional Permission Information.
Admin	Choose Report Export Type	Determines if the Export Type drop-down menu is displayed when printing reports from various screens throughout Aspire. If permission is assigned, you can export to various file types such as Excel, Word, etc. If not assigned, the only export option is PDF. This permission affects report printing for reports described in the Built-in Reports section of Reporting.
Admin	Close Month	Allows you to close monthly financials in Aspire. A user must be assigned to a role that has the Close Month permission before they will have visibility and access to the Close Month option at the bottom of the End of Month Report.
Admin	Edit Budget	Allows you to create and edit annual budgets that allow charts of Key Performance Indicators (KPIs) to compare actual performance to plan. This permission determines whether the Manage Budget option is available for you on the Administration Screen.
Admin	Manage Custom Fields	Allows you to add, modify, and delete the definition of custom fields on the Equipment screen, Property Detail screen, and Contact screen. Users without this permission can still modify the values of custom fields provided they have general access to the screen in question.
Admin	Manage Opportunity Templates	Allows a user to have visibility and access to the Manage Opportunity Templates option on the Administration screen. You must have either a System Admin or Branch Admin permission AND a Manage Opportunity Templates permission. If you do not meet the following permission criteria they will not be able to utilize the Manage Opportunity Template functionality.
Admin	System Admin	Allows you to see and fully utilize the administration screens, except for the Manage Inventory Locations icon which additionally requires the View Purchasing permission.
Admin	View Routes	Allows you to view and edit routes on the Administration screen without having access to any other admin functions. If you have this permission, but no other admin permissions, then the Manage Routes option is the only function they will have access to on the Administration Screen. If you have System Admin permission, they will not be able to access the Manage Routes function unless they also have Manage Routes permission.
Contacts	Add Contact	All users can view contacts in Aspire. The Add Contact permission allows a user to add contacts. Allows you to create new contacts from the New Contact icon on the Contacts Search List screen or from the Quick Menu in the Aspire Navigation Bar. With this permission alone, you will not be able to edit the contact once it is initially created, so they should additionally be given the Edit All Contacts or Edit My Contacts permission. Note that this permission will allow you to create contacts but will not allow them to make those contacts into system users. Creating user accounts for contacts requires one of the following permissions; System Admin, Branch Admin, or Create Crew Leader Contact.
Contacts	Add Crew Leader Contact	This permission allows non-system admin users to create crew leaders. The rationale for this is that branch managers are often not given system admin permission, and thus can’t create users. This permission allows users without system admin-level permissions to create users in a very specific role "Crew Leader". Allows you to create new contacts from the New Contact button on the Contacts Search List screen or the Aspire Navigation Bar. From the Contact screen, while creating the contact, you may click the Create User option to add your account necessary for crew leaders. When Aspire brings up your screen, the Role field will be defaulted to contain the "Crew Leader" role and will be read-only, thus preventing additional roles from being added to your account. Note that once the contact and user record has 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 or Edit My Contacts permissions.
Contacts	Add Employee Incident	On the Contact screen, this permission displays the Add Employee Incident option allowing a user to add an incident to the selected user, even if they do not have HR Admin or System Admin permission.
Contacts	Edit Accounting Sync ID	Allows you to set the Accounting Sync ID field for other employees on the Payroll section of the Contact screen. If a user does not have this permission, the Accounting Sync ID field is disabled.
Contacts	Edit All Contacts	Allows users to edit any contact regardless of who is listed as the contact owner on the Contact screen. One exception, however, is that you will not be able to edit any contact who is a billing contact on any property unless they also have the Edit Billing Contact permission. Such contacts will be read-only on the Contact screen. Note, you are still able to change who is listed as the billing contact on the Property Overview and Property Detail screens. While they will be able to edit most contact information, they will not have access to the HR Admin tab of the Contact screen unless they also have System Admin or HR Admin permission. Additionally, they will not have access to the scorecards section of the Contact screen to add or edit sales scorecards unless they also have System Admin or Sales Manager permission.
Contacts	Edit Billing Contact	Allows you to edit contacts that are billing contacts. Without this permission, users who have Edit All Contacts or Edit My Contact permission are specifically prevented from changing contact information for billing contacts on any property. They are also prevented from changing who is listed as the billing contact on the Property Overview and Property Detail screens.
Contacts	Edit My Contacts	Allows you to edit contacts for which they are the designated owner. One exception, however, is that you cannot edit any contact who is a billing contact on any property unless they also have the Edit Billing Contact permission. The information for such contacts is read-only on the Contact screen. While they will be able to edit most contact information if they originally created the contact, they will not have access to the HR Admin section of the Contact screen unless they also have System Admin or HR Admin permission. Additionally, they will not have access to the Scorecards section of the Contact screen to add or edit sales scorecards unless they also have System Admin or Sales Manager permission.
Contacts	Mass Email Contacts	Allows you to send mass emails from the Contacts Search List screen.
Contacts	Send Customer Portal Invitation	Allows you to send Customer Portal invitations by making the Send Customer Portal Invitation option available in the Bulk Actions menu of the Contacts Search List screen. The Customer Portal must also be enabled on the Customer Portal tab of the Application Configuration screen.
Equipment	Add Fuel Rate	Allows you access to the Fuel Rates option under Equipment on the Aspire Navigation Bar so that they can define, edit, and view fuel rates (cost) that Aspire uses for calculating the fuel cost. If you do not have this permission, the Fuel Rates option is not visible.
Equipment	Approve Equipment	Allows you to approve equipment for purchase. Users who have this permission will be able to select the Approve option in the menu on the Equipment screen. Equipment Admin permission also allows this access. You must also have View Equipment permission to access the Equipment Search List.
Equipment	Delete Equipment	Determines whether you can delete equipment by selecting the Delete Equipment option from the menu on the Equipment screen. Equipment Admin permission also allows this access. You must also have View Equipment permission to access the Equipment Search List.
Equipment	Dispose Equipment	Allows you to mark equipment as disposed of. Users who have this permission will be able to select the Approve option in the Actions menu of the Equipment screen. Equipment Admin permission also allows this access. You must also have View Equipment permission to access the Equipment Search List.
Equipment	Equipment Admin	Determines whether you have access to equipment-related areas on the Administration screen, provided they also have either System Admin or Branch Admin permission. It also lets you change equipment status even if they do not have the status change permissions (Approve Equipment, Purchase Equipment, Mark Equipment in Service, Dispose Equipment, and Delete Equipment)
Equipment	Fuel Cost Report	Allows you access to the Fuel Cost Report option under Equipment on the Aspire Navigation Bar so that they can view the Fuel Cost Report. The Fuel Cost Report is a search list representing a record of each meter reading taken on a piece of equipment showing the associated fuel cost since the prior meter reading. If you do not have this permission, the Fuel Cost Report option will not be visible.
Equipment	Mark Equipment in Service	Determines whether you can specify the In-Service Date on the Equipment screen. If the equipment has been approved, setting this date advances the equipment status to “In Service.” Equipment Admin permission also allows this access. You must also have View Equipment permission to access the Equipment Search List.
Equipment	Purchase Equipment	Determines whether you can specify the Purchase Date and Purchase Price on the Equipment screen. If the equipment has been approved, setting this date advances the equipment status to “Purchased” (provided the InService Date has not also been provided, in which case, the status is set to “In Service”). Equipment Admin permission allows this access. you must have View Equipment permission to access the Equipment Search List.
Equipment	Request Equipment	Determines whether you can request equipment by creating new equipment records. If you have this permission, the New icon will be available at the top of the Equipment Search List screen. Equipment Admin permission also allows this access. you must have View Equipment permission to access the Equipment Search List screen.
Equipment	View Equipment	Makes the Equipment icon available in the Aspire Navigation Bar allowing you to view equipment that has been added to the system.
Estimates	Adjust Total Price by %	Enables you to adjust overall pricing for an opportunity, either at the service level by adjusting the service price for all services or the kit item level by adjusting individual item costs. If a user has these permissions, the Adjust Service Pricing and the Adjust Kit Item Cost options become available in the menu at the top of the Estimating screen.
Estimates	Allow Negative Item Quantity	Allows negative item quantities within an estimate for a change order for work order opportunities. If you do not have this permission, Aspire will ignore "-" (negative symbol) key when a user types it effectively preventing the entry of negative numbers. You must have permissions to create or edit opportunities and estimate items for this permission to have relevance. Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities, and Edit Estimate Item.
Estimates	Allow One-Time Items	Allows you to add one-time items to estimates. These are items that do not exist in the item catalog and will be added to the current estimate only. When adding an item to the estimate, if you have this permission, the first item in the drop-down for selecting item names is "New One Time Item" which will allow you to type the name of an item that is not in the item catalog. Users must have permissions to create or edit opportunities and estimate items for this permission to have relevance. Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities, and Edit Estimate Item.
Estimates	Edit Estimate Items	Allows you to edit the opportunity estimate at the item level. If this permission is assigned, youcan drill into the items on the estimate and change things like factor and cost. In order to reduce the hours on a labor item's factor for a kit, the value of Maximum % to Reduce Hours permission value must be set and the user's change is constrained to that limit. You must have permissions to create or edit opportunities for this permission to have relevance. Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities. Additionally, the permissions Allow One-Time Items and Allow Negative Item Quantity affect the user's ability to edit items.
Estimates	Edit Estimate Pricing Percent	Allows you to override the pricing markup percent for labor, material, equipment, sub and other pulled in from the pricing table, as well as the net profit percent on each service of estimates. These changes apply to the current estimate only. Access to this function is through the service on the Estimate screen by clicking on the service, then on the Override Pricing option in the menu.
Estimates	Edit Templates	Allows you to save any opportunity as a template. The permission makes the Save As Template option available on the menu on the Estimate screen if you are editing a change order or on the Opportunity screen. Once the template has been saved, it is available in the Admin Opportunity Search Lists Screen for editing by someone with System Admin or Branch Admin permission. It is also available by division when initiating the creation of new opportunities. The Edit Template permission does not allow a user access to the Administration screens.
Estimates	Manage Custom Columns	For users who also have System Admin permission, determine if you will see the Manage Estimate Custom Columns icon on the Administration screen. Having this capability allows you to add, remove, or modify custom columns that appear on the Estimate screen.
Estimates	Manage Templates	This permission is currently not implemented and has no effect.
Estimates	Maximum % to Reduce Hours	Item specified as a percent (i.e. 10%). When creating or modifying an opportunity estimate, limits the % that users are able to reduce the hours based on the pre-established hours on a labor items factor for a kit. Users must also have permissions to view, and add or edit opportunities, and must have Edit Estimate Items permission to edit the items on an estimate.
Estimates	Maximum % to Reduce Price	When creating or modifying an opportunity estimate, limits the % that users are able to reduce the pricing for a service on the Estimate screen relative to the pre-established pricing on the service. Users must also have permissions to view and add or edit opportunities. Related permissions: Add Opportunity, Edit My Opportunity, Edit All Opportunities, View Opportunities.
Estimates	Permit Unbalanced Payment Schedule	Normally when a user wins a job, Aspire requires that the payment schedule for fixed-price contracts totals to the dollar amount estimated for the contract. This permission allows you to win jobs for which the total in the payment schedule does not match the estimated dollars on the opportunity. This validation occurs when you choose the Won option on the Actions menu of the Opportunity screen.
Grids	Allow Export	Allows you to export data in search lists to PDF or Excel, or to print the search list. This privilege determines whether the icons that provide these functions are displayed on any search list throughout Aspire (i.e. Opportunities, Properties, Work Tickets, etc.).
Invoicing	Create Invoice	This permission is required to create new invoices. It is required for users to have access to the following: The New Miscellaneous Invoice option in the Invoicing Assistant. The Bulk Actions menu allows the selection of the Generate Invoice option in the Invoicing Assistant. Note that you must also have the Edit Invoice permission, or they will not be able to complete the invoice batch, which modifies the invoice. The New Misc Invoice option in the Aspire Navigation Bar. For a user to have access to the New Miscellaneous Invoice options mentioned above, you must additionally have either System Admin or Branch Admin permission.
Invoicing	Delete Invoice	Allows you to delete invoices. This permission determines whether the Delete Invoices option is available on the menu of the Invoice screen. Users must also have View Invoices and Edit Invoices permissions to delete invoices.
Invoicing	Edit Invoice	The Edit Invoice permission determines whether you can modify the values on the Invoice screen. If you do not have this permission, the Invoice screen is read-only. Additionally, you must have this permission in order to complete an invoice batch.
Invoicing	Modify Sent Invoices	Allows you to modify and resend an invoice that was previously sent to the customer. Gives access to the Void and Reset option on the menu of the Invoice screen for invoices in the Sent status.
Invoicing	View Invoice	Allows you access to the Invoicing Assistant screen, Invoice Batches screen, Invoices screen, and Log Events Search List screen available from in the Invoice icon of the Aspire Navigation Bar. Other options in the Invoice icon are made available by the View Accounts Receivable permission. The View Invoice permission also allows you to view and edit from the Property Detail screen or from the Property Overview Contact screen which contacts will receive email invoices. To edit which contacts will receive email invoices, you must also have either Edit All Properties or Edit My Properties permission. Lastly, the View Invoice permission allows you to see Pending Invoice Batch notifications in the Resource Center.
KPI	View Client Management	Allows you to create or edit Client Management KPI charts on the Home screen.
KPI	View Completed Labor Efficiency	Allows you to create or edit the Completed Labor Efficiency KPI charts on the Home screen.
KPI	View Forecast	Allows you to create or edit the Forecast KPI charts on the Home screen.
KPI	View Overhead Recovery	Allows you to create or edit the Overhead Recovery KPI charts on the Home screen.
KPI	View Profit & Loss	Allows you to create or edit the Profit & Loss KPI charts on the Home screen.
KPI	View Sales Score Card	Allows you to create or edit the Sales Score Card KPI charts on the Home screen.
Opportunities	Add Opportunity	Allows you to create new opportunities from the Property Detail screen. You must also have the View Opportunity permission.
Opportunities	Annual Renewals	Allows you to perform bulk contract renewals from the Opportunity screen. If the logged-in user has this permission, the Renew option will be available in the Bulk Action menu of the Opportunity screen.
Opportunities	Change Opportunity	Allows you to initiate contract changes or change orders for work orders. Having this permission makes the Change option available on the Options menu of the Opportunity screen for a contract that has been won. If a user does not have this permission, they will not see the Change option for contracts that they are otherwise allowed to edit. Allows you to change the end date (backward) on opportunities that are in any of the following statuses: Won, Pending Approval, or In Production. If they do not have this permission, the End Date field on the Opportunity screen will be read-only once a contract has been won.
Opportunities	Delete Opportunities	Allows you to delete opportunities for which the estimate is not yet complete or whose status is Lost. If you have this permission and the opportunity is in an appropriate status, Aspire displays the Delete Opportunity option on the Action menu of the Estimate screen for change orders or on the Opportunity screen for other opportunities.
Opportunities	Edit All Opportunities	Allows you to edit any opportunity regardless of who the opportunity’s designated sales rep is. You must also have View Opportunity permission to access opportunities to edit. If you have View Opportunity permission but no permission to edit opportunities, Aspire will provide read-only access to information about the opportunity from the Property Detail screen or from the Opportunity Search List screen.
Opportunities	Edit My Opportunities	Allows you to edit an opportunity for which they are the designated sales rep. Users must also have View Opportunity permission to access opportunities to edit. If youhas View Opportunity permission but no permission to edit opportunities, Aspire will provide read-only access to information about the opportunity from the Property Detail screen or from the Opportunity Search List screen.
Opportunities	Job Dashboard	Allows you to see and select the Job Dashboard option available on the Reports menu of the Opportunity screen.
Opportunities	Lose Opportunities	Allows you to see and select the Lost option available on the Options menu of the Opportunity screen, or the Lose option available on the Bulk Actions menu of the Opportunities Search List screen, to lose opportunities.
Opportunities	Sales Manager	Allows you to view, create, and edit sales scorecards for other employees on the Scorecards tab of the Contact screen for branches to which he or she has access. Additionally, if you do not also have Edit Contact permission or Edit My Contacts permission, they will only be able to edit information on the Scorecard section of the Contact screen, not the other tabs. Sales Manager permission is the only one that will allow a user to create or edit sales scorecards.
Opportunities	View Opportunities	Allows you to view opportunities. Controls access to the Opportunities Search List screen from the navigation menu, access to the Opportunity search lists on the Property screen, and displaying an opportunity from the Job link on the Work Ticket screen.
Opportunities	View Read Only Estimates	Allows you read-only access to the Estimate screen for an opportunity. This provides refined control over user access to estimates, especially when they have read-only access to opportunities (users who have View Opportunity permission, but not the Edit Opportunity permission).
Opportunities	Win Opportunities	Allows you to see and select the Won option available on the Options menu of the Opportunity screen, or the Won option available on the Bulk Actions menu of the Opportunities Search List screen, to win opportunities.
Properties	Add Property	Allows you to add new properties in Aspire. If you do not have this permission, they will not be able to see the New Property option in the New menu of the Aspire Navigation Bar and the New Property button on the Properties Search List screen will be disabled.
Properties	Add Companies	Allows you to add new companies in Aspire. Determines if the Add Company option is enabled on the Contact screen.
Properties	Edit All Properties	Allows you to edit any property regardless of who is listed as the property account owner. Allows write access to fields on the Property screen; access to the Edit Takeoffs, Add Attachments, New Property Quality Audit, and Add Contact icons on the Property Overview screen; and access to the Bulk Edit menu on the Properties Search List screen.
Properties	Edit Companies	Allows you to edit existing companies in Aspire.
Properties	Edit My Properties	Allows you to edit properties for which they are the designated property account owner. Assuming they are also the property account owner for the displayed property, this permission allows write access to fields on the Property screen, and allows access to the Edit Takeoffs, Add Attachments, New Property Quality Audit, and Add Contact icons on the Property Overview screen.
Properties	Edit Site Audits	Determines whether a user can perform site audits or edit existing site audits. If a user does not have this permission, site audits are read-only.
Properties	View Companies	Allows you to view companies in Aspire. Allows a user to see the Company option in the menu under the Property icon in the Aspire Navigation Bar. Makes the View Company icon available on the Contact screen and the Company hyperlink available from the Property Overview screen. Allows you to search for companies in the Aspire Navigation Bar. Allows you to add a new company from the Contact screen and from the Companies Search List screen. Allows you to update company auto expenses from the Auto Expense tab of the Company screen.
Purchasing	Add Purchase Credit	Allows you to create a purchase credit memo by making the Add Purchase Receipt option available from the New icon on the Purchase Receipts Search List screen.
Purchasing	Add Receipt	Allows you to add a purchase receipt by making the New Purchase option available on the New menu in the Aspire Tool Bar or the Add Purchase Receipt option in the Add icon (+ sign) on the Purchase Receipts Search List screen.
Purchasing	Approve Receipts	Allows you to approve purchase receipts by providing the Invoice Approved option on the Options menu of the Purchase Receipt screen for displayed purchase receipts that are not already approved.
Purchasing	Delete Receipt	Allows you to delete purchase receipts by providing the Delete Receipt option on the Options menu of the Purchase Receipt screen for displayed purchase receipts that are not back-ordered and are either new or received in a month whose books have not yet been closed.
Purchasing	Unapprove Receipt	Allows you to unapprove a purchase receipt or purchase credit once it has been approved by providing the Unapprove or Unapprove Credit option on the Options menu of the Purchase Receipt screen for displayed purchase receipts or purchase credit that has been approved in a month whose books have not yet been closed.
Purchasing	View Purchasing	Allows you to view the Purchasing Assistant screen and the Purchase Receipts screen from the Purchasing icon on the Aspire Navigation Bar. This permission is required for a user who also has System Admin or Branch Admin permission to access the Manage Inventory Locations option on the Administration screen.
Reports	View Jobs	Allows you to view a Job Report that summarizes operational information (work ticket summary, hours, material, profitability, etc.) for individual opportunities that have been won. Available in the Reports menu on the Opportunity screen.
Reports	View End of Month Report	Allows you to view the End of Month Report which shows the revenue and expense transactions for the month allowing the creation of monthly journal entries to true-up profit and loss in the accounting system.
Reports	View Profit and Loss Report	Allows you to view Profit and Loss Report that shows revenue and expense transactions for the specified time period in a “Profit and Loss” format.
Reports	View Profit and Loss Monthly Report	Allows you to view Profit and Loss Monthly Report showing revenue and expense for the specified time period in a “Profit and Loss” format month by month.
Reports	View Operations Scorecard	Allows you to view the Operations Scorecard Report showing the status of contract services (promised, delivered, and remaining). Also includes a breakdown of hours for completed work by the crew leader.
Reports	View Pivot Table Reports	Allows you access to the report section for pivot table reports. These reports allow you to reorganize and summarize selected columns and rows of data to obtain a desired report. To see the reports in this section of the Reports screen, you must also have permission for the specific reports they can view.
Reports	View Pivot Table Reports - Hours	Allows you to view and customize Hours Pivot Table Reports showing detailed hours by employee. Users must also have View Pivot Table Reports permission.
Reports	View Pivot Table Reports - Purchases	Allows you to view and customize Purchases Pivot Table Reports showing allocations to work tickets from purchases or inventory. Users must also have View Pivot Table Reports permission.
Reports	View Pivot Table Reports - Sales	Allows you to view and customize Sales Pivot Reports showing all opportunities. Users must also have View Pivot Table Reports permission.
Reports	View Pivot Table Reports - Work in Progress	Allows you to view and customize the Work in Progress Report that provides information about work in progress. Users must also have View Pivot Table Reports permission.
Reports	View Pivot Table Reports - Work Tickets	Allows you to view and customize Work Tickets Pivot Reports showing all work tickets with budget and actuals. Users must also have View Pivot Table Reports permission.
Reports	View Completed Work Profit and Loss Report	Allows you to view and customize View Complete Work Profit and Loss Report showing actual to budget numbers in a P&L format for completed work tickets.
Reports	View Profit and Loss Report	Allows you to view the Profit and Loss Report showing overall revenue and expense for the specified time period in a P&L format.
Reports	View Revenue	Allows you to access reports available from the Reports icon in the Aspire Navigation Bar. Without this permission, the Reports icon will not be available. Allows you to view revenue sections of Profit and Loss reports available from the Property Overview screen or the Opportunity screen. Allows you to view the Revenue section in the middle of the Property Overview screen, which includes a link to the Full Property Wizard.
Reports	View Tax Entity Report	Allows you to access the Tax Entity Report that summarizes invoiced, taxable dollar amount, and invoiced tax amount by tax entity for a specified time period. Also shows the amount received from customers against those invoices and the tax dollars received.
Reports	View Drill Down Reports	Allows you access to the report section for drill-down reports. These reports allow you to drill down into additional detail within Aspire. To see the reports in this section of the Reports screen, you must also have permission for the specific reports they can view.
Reports	View Drill Down Reports - Auto Expense Report	Allows you to access the Auto Expense Report that provides a list of automatic expenses set up on opportunity services for vendor companies.
Reports	View Drill Down Reports - Certifications	Allows you to view and customize the Certifications Report that provides a drill-down search list of certifications received by each employee or subcontractor contact. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports - Clock Time	Allows you to view and customize the Clock Time Drill Down Report that provides a drill-down search list of individual time entry clock in/out pairs. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports – Construction WIP Adjustments Report	Allows you to view and customize the Construction WIP Report that lists work order costs to be completed.
Reports	View Drill Down Reports - Contract Renewals	Allows you to view and customize the Contract Renewals Drill Down Report providing a list of active contracts and their renewal status.
Reports	View Drill Down Reports - Employee Clock Time	Allows you to view and customize the Employee Clock Time Report providing a list of employees and whether they have clock time during the prior seven days.
Reports	View Drill Down Reports – Employee Incident	Allows you to view and customize the Time Entry Drill Down Report that provides reporting on employee incidents recorded on the HR tab of the Contact screen. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports – Invoice Revenue to Costs	Allows you to view and customize the Invoice Revenue Cost Report that compares invoiced revenue to actual costs for opportunities.
Reports	View Drill Down Reports - Opportunity Service Report	Allows you to view and customize the Opportunity Service Drill Down Report that shows all services on opportunities with information about their properties. Allows looking across all work that is being estimated and to review takeoffs and optional services.
Reports	View Drill Down Reports – Profit and Loss Tickets	Allows you to view and customize the Profit and Loss Tickets Report that shows work tickets that relate to revenue and expense transactions for the specified time period.
Reports	View Drill Down Reports - Property Route Assignments	Allows you to view and customize the Property Route Assignment Report that lists off properties explicitly assigned to each route.
Reports	View Drill Down Reports - Revenue Over Under	Allows you to view and customize the Revenue Over Under Report that compares invoiced revenue to earned revenue for each opportunity.
Reports	View Drill Down Reports - Route Snow Planner	Allows you to view and customize the Route Snow Planner Report that assists with route snow planning by providing a hierarchical list of opportunity services that might be provided by each route. Opportunity services listed under each route come from one of three possible places: Services on open opportunities whose start and end date contains the date specified on the report and whose properties are assigned to the route. Services that are identified for scheduled events on the Schedule Board where the route is found in the default route for the scheduled event and for which the start and end dates of the opportunity contain the date specified in the report. Services that are scheduled for the route on the date specified in the report.
Reports	View Drill Down Reports - Sales Commission	Allows you to view and customize the Sales Commission Drill Down Report that provides a drill-down search list of opportunities and associated information on which to base sales commissions.
Reports	View Drill Down Reports - Site Audits	Allows you to view and customize the Site Audit Report that can be used to summarize site audits performed. Key fields available include site audit type, property, audit date, completion date, audit score, auditor, and account owner. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports – Sub Ticket/Expense Exception	Allows you to view and customize the Sub Ticket/Expense Exception Report that shows auto expense services with no actual costs.
Reports	View Drill Down Reports - Time Entry	Allows you to view and customize the Time Entry Drill Down Report that provides a drill-down search list of individual time entries to specific work tickets. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports - Weather Events	Allows you to view and customize the Weather Events Report that provides a list of work tickets by weather event so you can evaluate the cost and revenue associated with these events. Users must also have View Drill Down Reports permission.
Reports	View Drill Down Reports - Work In Progress	Allows you to view and customize the Work In Progress Report that shows revenue over/under for up to six months at a time.
Reports	View Drill Down Reports - Work Ticket Transaction	Allows you to view and customize the Work Ticket Transaction Drill Down Report that summarizes work ticket information for each day visits were scheduled. Information fields are aggregated. For example, the start time is the minimum start time, end time is the maximum end time for the day, hours is the sum of all hours worked by all crew members on the work ticket that day, and materials quantity is the sum of quantities for all materials applied to the work ticket that day.
Reports	View Drill Down Reports - Work Ticket Visits	Allows you to view and customize the Work Ticket Visits Drill Down Report that provides a list of work ticket visits. Users must also have View Drill Down Reports permission.
Reports	View Mobile Forms Report	Allows you to view and customize the Mobile Forms Report providing a list of responses for a selected mobile form version.
Time Reporting	Approve Time	Required for you to access the Weekly Time Review screen and to approve or unapprove time entries. You must also have View All Time permission to view and approve any employee's time or My Reports permission to view and approve time for employees in branches for which they are responsible.
Time Reporting	Crew Leader	Allows you full access to all crew-leader functions of the mobile time app.
Time Reporting	Export Time	Allows you to export time entry information from Aspire to their accounting system. If a user has this permission, Aspire provides the Export and Export All Employees options on the Bulk Actions menu of the Weekly Time Review screen. You must also have Approve Time permission and either View All Time or My Reports permission to access the Weekly Time Review screen.
Time Reporting	HR Admin	Allows you access to the HR and Payroll tabs on the Contract screen to view HR-related information for employees to which the logged-in user has branch access. Allows you access to the Scorecard tab. To edit the information on any Contact screen tab, you must also have either the Edit All Contacts or Edit My Contacts permission and the displayed employee must be associated with a branch to which you have access. A user with this permission will only be able to create or edit sales scorecards if they also have Sales Manager permission.
Time Reporting	My Reports	Available in the Weekly Time Review screen, allows you to see only crew members for routes on which he/she is the manager as specified in the Route screen. Users must also have either Read-Only Access to Schedule Board permission or Full Access to Schedule Board permission to access the Scheduling icon in the Aspire Navigation Bar and must have Approve Time permission to access the Weekly Time Review screen.
Time Reporting	Unapprove Time	Allow a user who also has View All Time and Approve Time permissions to additionally unapprove time. Enabling this option makes available the Unapprove Time option in the Actions menu on the Weekly Time Review screen. Disabling it removes the Unapprove Time option.
Time Reporting	View All Time	Allows you to view all visits on the Weekly Time Review screen. Users must also have either Read-Only Access to Schedule Board permission or Full Access to Schedule Board permission to access the Scheduling icon in the Aspire Navigation Bar and must have Approve Time permission to access the Weekly Time Review screen.
Time Reporting	View Read Only Payroll Data	If you have branch access, allows you to branch access to an employee being viewed on the Contacts screen, to have read-only access to the Payroll tab. Note that if you also has HR Admin permission, they will be able to edit the information on the Payroll tab.
Work Ticket	Approve Work Ticket	Allows you to approve work tickets. If you have this permission, the option is available on the Work Ticket screen and the Work Tickets Search List screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Cancel Opportunity/Work Ticket	Allows you to cancel or uncancel opportunities or individual work tickets. This permission determines whether the Cancel and Uncancel options are available on the Bulk Actions menu of the Work Tickets Search List screen or the Action menu on the Work Ticket screen. Also determines whether the Cancel option is available on the Options menu of the Opportunity screen.
Work Ticket	Complete Work Ticket	Allows you to complete work tickets. If you have this permission, the Complete and Uncomplete options are available on the Work Ticket screen and the Work Tickets Search List screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Delete Work Ticket	Allows you to delete work tickets. If you have this permission, the option is available on the Work Ticket screen or the Work Tickets Search List screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Edit Budgeted Hours and Revenue	Allows you to change the budgeted hours and revenue that were established on the estimate for the work ticket. If you have this permission, the option is available on the Work Ticket screen provided the displayed work ticket is not complete. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Edit Earned Revenue	Allows you to edit the current earned revenue on a ticket that isn’t canceled. This allows them to change the amount of revenue that has been earned for the ticket in any given month to more closely match reality than the formula used by Aspire (Actual Cost / Estimated Cost). If you have this permission, Aspire adds the Edit Earned Revenue option to the Action menu at the bottom of the Work Ticket screen.
Work Ticket	Edit Route	Allows you to edit routes including their associated lists of crews and properties. For users having this permission, the route name on the schedule board is a hyperlink that goes to the Route screen to modify information associated with the route. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Full Access to Schedule Board (overrides read-only)	Provides you access to the Schedule Board screen. Allows you to view and edit the schedule making available the Scheduling option from the Scheduling icon in the Aspire Navigation Bar. Unlike the Read-Only Access to Schedule Board permission, this permission displays the magnifying glass icon in the lower right corner of the Schedule Board screen allowing you to place work tickets on the schedule board. Allows you to access the menu when right-clicking on a visit tile on the schedule board. Allows you to view and update work tickets providing access to the Work Ticket Search List screen from the Work Ticket icon on the Aspire Navigation Bar. You will not have visibility to the Weekly Time Review icon on the Schedule Board screen or to the Weekly Time Review option in the Aspire Navigation Bar unless they also have the Approve Time or View All Time permission.
Work Ticket	Override Total Cost	Allows the users to override the total cost on a work ticket. If you have this permission, Aspire will include the Override Total Cost option in the Action menu at the bottom of the Work Ticket screen provided that the work ticket is in Open or Scheduled status. Selecting this option will allow you to override the total cost of the work ticket. When costs have been overridden in this manner for a given work ticket, Aspire adds the Undo Override Total Cost option to the menu provided you continue to have the Override Total Cost permission.
Work Ticket	Partial Occur	Allows you to complete per service work tickets for a portion of the work. If you have this permission, the Partial Occurrence option is available on the Work Ticket screen or the Work Tickets Search List screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. Notice that the System Admin permission will also allow access to the partial occurrence function.
Work Ticket	Production	This permission is not currently active within Aspire.
Work Ticket	Read Only Access to Schedule Board	Allows you read-only access to the Schedule Board screen by providing visibility to the Schedule icon and the Work Ticket icon in the Aspire Navigation Bar. You will not have visibility to the Weekly Time Review icon on the Schedule Board screen or to the Weekly Time Review option in the Aspire Navigation Bar unless they also have the Approve Time or View All Time permission.
Work Ticket	Swap as Needed Services	Allows you to swap the services associated with As Needed work tickets. If you have this permission, the option is available on the Work Ticket screen or the Work Tickets Search List screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission.
Work Ticket	Swap Work Ticket Costs	Allows you to move costs from one work ticket to another. If you have this permission, they can access the Swap Work Ticket Cost option from the Actions menu of the Work Ticket screen, or from the Work Ticket Popup menu on the Time Entry screen. Users must also have either Full Access to Schedule Board or Read-Only Access to Schedule Board permission. Users with System Admin permission can also move work ticket costs.
Work Ticket	Ticket Bulk Email	Allows you to send bulk email notifications including PDF of work ticket if desired for a selected group of work tickets. If you have this permission, Aspire provides the Email option on the Bulk Actions menu of the Work Tickets Search List screen that allows them to send emails to the primary and/or billing contacts of the properties for selected tickets.
Work Ticket	Trigger Auto Expense Creation	Allows you to initiate the creation of auto expenses for selected work tickets on the Work Ticket Search List screen.

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Accounts Receivable Permissions