- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
Discover the versatility of our three default MobiWOrk Permission Templates: Office User-Operations, Mobile User, and Office User-Accounting.
This section will highlight the differences between the three default Permission Templates.
If you would like to change your user's permissions please see the Edit User page for more information.
- To view MobiWork permissions, you will first need access the View User pop-up window. For more information on how to access this pop-up window, please see the View User page:
- Once you are on the View User pop-up window, click on the "Permissions" drop-down to view all the permissions:
By default, your MobiWork account will start out with three different permission templates. These templates are used for users to restrict or grant permission for certain aspects of MobiWork.
The default templates are:
Office User: Operations- Users will have access to user data and be able to add/edit/delete users. They will also have access to all the store, partner, route, inventory audits, planograms, and work order functions. This template is ideal for office users that are in charge of logistics and operations.
Mobile User- Users will have access to their own schedule, work orders, etc. These users will not be able to access or view data from other mobile users or edit any of the features within the MobiWork web interface. This template is ideal for users in the field.
Office User: Accounting- Users will have access to all the users' data, including commissions. They will also have access to all the billing, budget, and store audits features. This template is ideal for office users that handle accounting and bookkeeping.
If you have any questions or need further assistance, please let us know. We'd be happy to help!