Permission Reference

Every permission on Settings › Permission and what it allows.

This page lists every permission group on Settings › Permission, in the order they appear, and what each switch allows. To change a role’s permissions, see Permission.

Required permission:

• View permission
• Edit permission (to make changes)

Use Search permissions at the top of the page to jump straight to a switch by name.

Dashboard

1. View dashboard: open Analytics › Dashboard and see the dashboards shared with the role.
2. Add dashboard: create a new dashboard, blank or from a template.
3. Edit dashboard: add, move, resize and remove widgets, and change a dashboard’s filters and sharing.
4. Delete dashboard: delete a dashboard.

Task

1. View task: open Activities › Task and see tasks in the user’s hubs. Two settings appear when it’s on:
   • Restricted fields › Configure: hide chosen fields of a task type from this role. See Restricted Fields.
   • Show only my task: the user sees only the tasks assigned to them instead of every task in their hubs.
2. Create task: create tasks, one at a time or in bulk. The task type picker under it (Every task type by default) limits which task types this role can create tasks of. For example, a sales role can be limited to sales visits.
3. Edit task: change an existing task’s details, such as its fields, dates and description.
4. Do task: complete tasks from the field app and the web app. Completing a task changes its status from Ongoing to Done.
5. Assign task: assign tasks to users, and change or remove the assignee.
6. Move task: move tasks to another hub. Users can only move tasks to hubs they have access to.
7. Delete task: delete tasks. Deleted tasks go to Trash.

Task Schedule

1. View schedule: open Schedule and see the list of task schedules with their task type, period and last status.
2. Create schedule: create a schedule that creates tasks automatically, with the task data and the times it runs.
3. Edit schedule: change a schedule’s task data and timing, or pause it.
4. Delete schedule: delete a schedule. Tasks it already created stay.

Vehicle

Vehicles are used by route optimization.

1. View vehicle: see the list of vehicles.
2. Create vehicle: add vehicles with their name, working time, capacity, tags and other details.
3. Edit vehicle: change a vehicle’s details.
4. Delete vehicle: delete vehicles.

Configuration

Routing configurations hold the settings route optimization runs with.

1. View configuration: see routing configurations: default visit time, speed, multi-trip, return to hub, clustering and the other options.
2. Create configuration: create a routing configuration.
3. Edit configuration: change a configuration’s options.
4. Edit constraint: add, change and remove the capacity constraints of a configuration.
5. Delete configuration: delete a configuration.

Routing Schedule

1. View Schedule, Create Schedule, Edit Schedule, Delete Schedule: manage schedules that run route optimization automatically. Create, Edit and Delete Schedule turn View Schedule on with them. See Routing Schedule.

Partnership

1. View partnership: see the organizations you work with as partners or vendors.
2. Create partnership: invite another organization to a partnership.
3. Edit partnership: change a partnership’s settings.
4. End Partnership: end a partnership.

Reorder my task

1. Reorder my task: field users can change the order of their ongoing tasks in the field app. On the Permission page this switch sits in a group of its own.

Tracking (Advanced)

1. Location Tracking: the field app records the user’s location while they work, and adds Start Trip and End Trip buttons. When on, choose:

   • Location tracking: Power saving, Balanced or High accuracy. Higher accuracy uses more battery.
   • Start radius and End radius (metres): how far from the hub a trip may start and end. Zero means anywhere.

   See Access and Sign-in.

Multi-factor authentication

Each switch requires the role to sign in with a second step of that kind. See Access and Sign-in.

1. Multi-factor authentication by Cloud-based Authenticator: a code from an authenticator app.
2. Multi-factor authentication by email OTP: a one-time code sent by email.
3. Multi-factor authentication by WhatsApp OTP: a one-time code sent by WhatsApp.
4. Multi-factor authentication by SMS OTP: a one-time code sent by SMS.

Permission (Setting)

1. View permission: open Settings › Permission and see every role’s permissions.
2. Edit permission: turn permissions on or off and save them.

Hub

1. View hub: open Settings › Hub and see the hubs.
2. Create hub: add hubs.
3. Edit hub: change a hub’s name, address and location.
4. Delete hub: delete hubs.

See Hub.

Role

1. View role: see the roles on Settings › Permission.
2. Create role: add roles.
3. Edit role: rename roles.
4. Delete role: delete roles.

See Managing Roles.

Automation

1. View automation: open Automation and see the automations and their log.
2. Create automation: create automations.
3. Edit automation: change automations and turn them on or off.
4. Delete automation: delete automations.

Data Type

1. View data type: open Data › Data Type.
2. Create data type: create data types.
3. Edit data type: change a data type’s fields.
4. Delete data type: delete data types.

Team

1. View team: open Settings › Team.
2. Create team: add teams.
3. Edit team: change a team’s name and members.
4. Delete team: delete teams.

See Team.

Integration

1. View integration: open Settings › Integration.
2. Create integration: connect a new integration.
3. Edit integration: change an integration’s settings.
4. Delete integration: remove an integration.

See Integration.

Configuration Vehicle Monitoring

1. View, Add, Edit, Delete: manage the vehicle monitoring configuration, such as the devices and providers connected to your vehicles.

Import & Export

1. View Data Import: open Import and see past imports.
2. View Data Export: open Export and see past exports.
3. Export Data Source: export data source records.
4. Export task: export tasks to Excel.

See Export & Import.

Order Type

1. View Order Type, Add Order Type, Edit Order Type, Delete Order Type: manage order types.

AI Insight

1. View AI Insight: open Analytics › Insight and ask questions about your data.
2. Edit AI Insight: change Insight conversations.
3. Delete AI Insight: delete Insight conversations.

Report

1. View report, Add report, Edit report, Delete report: manage reports.

Tracking (Field)

1. View tracking: open Monitoring › Tracking and follow field users on the map: their ongoing and completed tasks, distance and travel time.
2. View panic alert: see panic alerts raised from the field app.
3. Trigger panic button: show the panic button in the field app so the user can raise an emergency alert.
4. View alert: open Monitoring › Alert and see alerts.
5. Resolve alert: mark alerts as resolved.

Gallery

1. View gallery: open Activities › Gallery and see the photos taken on tasks.

Geofence

1. View geofence: open Settings › Geofence.
2. Create geofence: draw geofences.
3. Edit geofence: change a geofence’s shape, name and group.
4. Delete geofence: delete geofences.

See Geofence.

Result

Routing results are the routes route optimization produces.

1. View result: see routing results and their routes per vehicle.
2. Edit result: rename a result, change the vehicle of a route, and move visits between vehicles.
3. Delete result: delete routing results.
4. Dispatch result: dispatch a result, which assigns its visits as tasks to the vehicles’ assignees. Dispatched tasks then appear in Activities › Task.
5. Route optimization: start route optimization with Optimize.

Geotagging

1. View geotagging, Create geotagging, Edit geotagging, Delete geotagging: manage geotagged locations.

Vendor

1. Join as Vendor: accept partnership invitations and work as another organization’s vendor.
2. Edit Vendor: change your vendor details.

Personal Access Token

1. Manage personal access token: create and revoke personal access tokens for the API. See Access Token.

Single Login

1. Single Login: a user of this role can be signed in on one device at a time. Signing in on a new device signs out the old one. See Access and Sign-in.

Access

1. Mobile App Access Only: users of this role can sign in to the field app only, not the web app. See Access and Sign-in.

User

1. View user: open Settings › User and see the users in the organization.
2. Invite user: invite new users. View user and View role must be on too.
3. Edit user: change a user’s name, phone number, role, team and hubs.
4. Delete user: delete users.
5. Reset password: reset another user’s password.
6. Reset Cloud-based Authenticator: remove a user’s authenticator so they set it up again on their next sign-in.
7. Unlock user: unlock a user who is locked after too many failed sign-in attempts.

See User.

Flow

1. View flow: open Task Type and see the task types.
2. Create flow: create task types.
3. Edit flow: change task types.
4. Delete flow: delete task types.

Organization

1. View organization: open Settings › Organization.
2. Edit organization: change the organization’s details, such as its name.
3. Delete organization: delete the organization. Only the owner can do this, whatever the switch says.
4. Create organization: create another organization.

See Organization.

Data

1. View data source: open Data › Data Source and see records. Restricted fields under it hides chosen fields of a data type from this role; see Restricted Fields.
2. Create data: add records, one at a time or by import.
3. Edit data source: change records.
4. Delete data source: delete records.

Trash

1. View trash: open Settings › Trash and restore deleted items. See Trash.

Custom Module

1. View custom module, Create custom module, Edit custom module, Delete custom module: manage custom modules. See Custom Module.

Add-on

1. View Add-on, Create Add-on, Edit Add-on, Delete Add-on: manage add-ons. See Add-ons.

Vehicle Monitoring

1. View All Vehicle: see every vehicle in vehicle monitoring, not only the ones in the user’s hubs.

Alert

1. View alert setting: open Settings › Alert Setting.
2. Edit alert setting: change which alerts are raised and their thresholds. See Alert Setting.

Custom Export

1. View custom export template: see the saved column sets when exporting.
2. Create custom export template: save a column set so you don’t pick the columns every time.
3. Edit custom export template: change saved column sets.
4. Delete custom export template: delete saved column sets.

Order

1. View Order, Add Order, Edit Order, Delete Order: manage orders.

Chat

1. View Chat on Web: open Monitoring › Chat in the web app.
2. View Chat on Mobile: use chat in the field app.