User Roles and Permissions

This article provides a detailed overview of user role assignments and permissions maintained in RFMS Online Services (ROS). This web portal is also where license usage for all RFMS apps are maintained.

User Role Permissions with RFMS Online Services

Default user roles and permissions are separated into three categories:

• Estimator/Salesperson
• Manager
• Administrator

The chart below lists the general permissions of each role that are not changeable.

Permissions	Estimator/Salesperson	Manager	Administrator
Add/Edit/Delete own projects stored in the cloud (Measure Mobile and Measure Desktop)
Log in to any RFMS Apps if granted permission
Log in to RFMS Online Services
View/Edit other user's projects stored in the cloud (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.

  This feature is only available to those using the RFMS ERP core software and only those with the Administrator role can create them.

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 Add 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. (see User Role Permissions with RFMS Online Services). 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.

Detailed Permissions and their Effects

Permission	Effect
Customers	Ability to search and view the Customer screen in RFMS Mobile.
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	Ability to search and view Order Entry screen in RFMS Mobile as well as access to the customer Pick Up feature.
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.
Search from inventory	Add an item from inventory to an order.
Claims	Search and view claims in RFMS Mobile Order Entry.
Preauthorize payment	Ability to obtain and Credit Card prior-authorization on a quote in RFMS Mobile.
Create Picking Ticket	Ability to create a picking ticket on a cut line.
Take payment	Take a payment using RFMS Credit Card Services.
Edit Locked Referrals	ProSource users with access to referrals will have the ability to edit the referral amount.
Products	Ability to search and view the Products screen in RFMS Mobile.
Inventory	Ability to search inventory
Reserve Inventory	Reserve inventory from a specific location through RFMS Mobile.
Cut Inventory	Set inventory to be cut from a specific location through the RFMS Mobile app.
Adjust Inventory	Ability to adjust costed inventory.
Point of sale	Use the Point of Sale feature in the RFMS Mobile app.
Warehouse	Ability to access the Receiving and Move screens in Warehouse Mobile.
Manually enter locations	Only users with this permission (or admins) can enter a custom location when receiving/moving inventory.
Change Store Codes	Ability to select a different store to receive inventory to.
Edit Date Received	Ability to edit the date inventory has been received.
Deliver Lines	Ability to move item from "staged" to "delivered" in customer pick up screen in Warehouse Mobile.
Schedule Pro	Access Schedule Pro feature in RFMS Mobile.
Measure Mobile
Override Project Settings	Ability to override global settings that are established when using company templates for project settings.
Override Proposal Settings	Ability to override global settings that are established when using company templates for proposal settings.
Override Installation Settings	Ability to override global settings that are established when using company templates for installation settings.