Assign Permissions to an Employee
The Permissions tab is used to specify the employee's permission to create, close, cancel, etc., work activities.
- From either the home page or General tab, click Employees.
- Click the Permissions tab on the Details panel of an employee.
For a comprehensive list of what each permission does, see Permissions Fields and Employee Fields for more information.
- Select the appropriate check boxes for the following permissions:
- Equipment Change Out
- Inspection
- Project
- Search
- Service Request
- Service Request Template
- Storeroom
- Task
- Work Order
You can also select the check box next to Equipment Change Out, Inspection, Project, Search, Service Request, Service Request Template, Storeroom, Task, or Work Order to assign the employee all of the permissions for that type of work activity.
You can edit permissions for all employees on the Employee Relates page. See Assign Permissions to Employees for more information.
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