User Roles and Permissions

This article provides a detailed overview of user roles and permissions as they are in RFMS Online Services (ROS). The Online Services website is where license usage for all RFMS apps are maintained as well as user access settings to those apps.

User Role Permissions within RFMS Online Services

The basic user roles and permissions are separated into three categories: Estimator/Salesperson, Manager, and Administrator. Below is a breakdown of the permissions that each role has.

Permissions Estimator/Salesperson Manager Administrator
Add/Edit/Delete own projects (measure mobile and desktop)      
Log in to any RFMS Apps if granted permission      
Log in to RFMS Online Services      
View/edit other user's projects (via Measure Mobile and Measure PC)      
Add/Edit/Delete Cloud Products      
Manage Checklists      
Manage product templates      
View and manage RFMS Online store including API and Quote/Order Locks      
Manage Schedule Pro and installer permissions      
Create and edit users      
Manage user permissions      
Revoke license usage for any RFMS Apps      
Manage company info      
Creating Additional Roles

In addition to the Administrator, Manager, and Estimator roles, new ones can be created with fine-tuned permissions based on any of the three core roles. These permissions impact users for RM, CRM, and MM.

Note:

This feature is only available to those using the RFMS Management System.

How To:

1. From the Users screen select the permissions icon in the upper right of the screen.

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2. Click the New Role button to create a new role.

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3. Name the new role and select which core role it will be based off of. This will set this roles permissions in RFMS Online Services which are not editable. Select save when finished.

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4. The new role will appear on the Users Permissions box. Adjust the checkboxes to fine tune the permissions of the new role.

Permissions and their Effects

user_permissions.png

Permission Effect
Customers  
Create a customer Create a new customer in the RFMS customer database through RFMS Mobile and Measure Mobile.
Edit a customer Edit an existing customer in the RFMS customer database through RFMS Mobile and Measure Mobile.
Order Entry  
Search all quotes and orders Search all quotes and orders in the RFMS order entry database through RFMS Mobile and Measure Mobile.
Edit an order Edit an order in RFMS Mobile.
Create/export orders Create orders through Measure Mobile, Measure Desktop, and CRM. Export a quote to an order through RFMS Mobile and CRM.
Adjust GenPO status Switch between None and Generate Purchase Order status while editing a order in RFMS Mobile.
Add item from inventory Add an item from inventory to an order.
Claims Search and view claims in RFMS Mobile Order Entry.
Preauthorize payment  
Take payment Take a payment using Card Connect.
Point of sale Use the Point of Sale feature in the RFMS Mobile app.
Inventory  
Cut inventory Set inventory to be cut from a specific location through the RFMS Mobile app.
Reserve inventory Reserve inventory from a specific location through RFMS Mobile.
Warehouse Access the Warehouse Mobile App.
Schedule Pro Access Schedule Pro feature in RFMS Mobile.
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