Permission Reference

This page lists every permission on Settings › Permission, in the order they appear, and what each switch allows. To change a role’s permissions, see Permission. The permissions follow the menus of the app. They sit in one list of cards, in two columns: Analytics, Planning, Monitoring, Activities, Workflow, Export & Import, Users & Access, Workspace, Billing, Extensions, Other, then Advanced (account controls that have no menu of their own) and Custom (your organization’s custom modules). On a small screen the cards stack in a single column in the same order. Inside a card, each submenu is a section with its own heading. A permission with an i icon beside it has a short explanation; hover over or focus the icon to read it.

Analytics

Dashboard

1. View dashboard: open Analytics › Dashboard and see the dashboards shared with the role.
2. Create 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.

Insight

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

Report

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

Planning

Visit

1. Route optimization: start route optimization with Optimize.

Routing 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.

Vehicles 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.

Geotagging

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

Routing 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.

Task Schedule

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

Routing Schedule

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

Monitoring

Tracking

1. View tracking: open Monitoring › Tracking and follow field users on the map: their ongoing and completed tasks, distance and travel time.
2. Start Trip - End Trip: 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. The i icon beside it lists how often each mode records the location.
   • 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.

Alert

1. View alert: open Monitoring › Alert and see alerts.
2. Resolve alert: mark alerts as resolved.
3. View panic alert: see panic alerts raised from the field app.
4. Trigger panic button: show the panic button in the field app so the user can raise an emergency alert.

Chat

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

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. Alert Setting

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

Activities

Task

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

Order

1. View order, Create order, Edit order, Delete order: manage orders.

Workflow

Data Type

1. View data type: open 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.

Data Source

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

Flow

1. View flow: open Workflow › Flow and see the flows.
2. Create flow: create flows.
3. Edit flow: change flows.
4. Delete flow: delete flows.

Order Type

1. View order type, Create order type, Edit order type, Delete order type: manage order types.

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.

Export & Import

Export

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

Import

1. View import: open Import and see past imports.

See Export & Import.

Users & Access

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. Team

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

See Team. Permission

1. View permission: open Settings › Permission and see every role’s permissions.
2. Edit permission: turn permissions on or off and save them.
3. View role: see the roles on Settings › Permission.
4. Create role: add roles.
5. Edit role: rename roles.
6. Delete role: delete roles.

See Managing Roles.

Workspace

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.

See Organization. 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.

Billing

Plan

1. View plan: open Billing › Plan.

Subscription

1. View subscription: open Billing › Subscription.
2. Subscribe to a plan: subscribe to a plan.

Invoice

1. View invoices: open Billing › Invoices.
2. Edit billing setting: change the billing settings.

Extensions

Add-ons

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

Integration The i icon beside the heading says what these permissions are for: integration with Azure Single Sign-On.

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. Custom Module

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

Other

Trash

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

Any other permission your organization has that does not belong to a menu above also appears in this card, under its own heading. Depending on your plan, these can include:

• Partnership: View partnership, Create partnership, Edit partnership and End Partnership manage the organizations you work with as partners or vendors.
• Vendor: Join as Vendor accepts partnership invitations; Edit Vendor changes your vendor details.
• Vehicle Monitoring: View All Vehicle shows every vehicle in vehicle monitoring, not only the ones in the user’s hubs. Its configuration permissions manage the devices and providers connected to your vehicles.

Advanced

Account controls that have no menu of their own. Advanced and Custom are the last two cards. See Access and Sign-in. Access Token

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

Multi-factor authentication Each switch requires the role to sign in with a second step. The i icon beside the heading says that Cloud-based Authenticator takes priority when both are on.

1. Multi-factor authentication by Cloud-based Authenticator: a code from an authenticator app.
2. Multi-factor authentication by one-time passcode: a one-time code. When it is on, Send the code by chooses Email, WhatsApp or SMS; WhatsApp and SMS are not separate switches.

Device limit

1. Device limit: 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.

Access

1. Mobile app access only: users of this role can sign in to the field app only, not the web app.

Any other account control your organization has, such as a password policy, also appears in this card under its own heading.

Custom

When your organization has custom modules, their permissions appear here, one section per module.