System Access & Logins
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Employee System Access Permissions

Know which permissions to select when adding you FireMate users!

Product: FireMate Desktop

Contents

  1. Understanding Permissions
  2. Desktop System Access
  3. Mobile Device Access

Understanding Permissions

Set specific levels of access for each FireMate user within the "Employees and Logins" screen to ensure each user has access to all the functions they need within FireMate.

The System Access module is for Desktop Users and the access on the left-hand side under the Password is for Mobile Devices.

When you create an Employee, you will need to decide what System Access they require on the Desktop and on the Mobile device. Different users will require different access.

Desktop System Access

  1. Create the New Employee & Login
  2. Select the [Login] tab
  3. Select Enable Desktop Login, this gives the employee access to the Desktop.
  4. Select the checkboxes in the System Access area to give access to your user and de-select the check box to remove access
System Access Item Controls when selected Controls when not selected
Admin Gives access to the "Admin" menu and allows read and write control Gives read-only control in all items in the Admin menu
Billing Gives access to the "Billing" menu Removes access to the Billing menu
CreateDefects Allows creation of Defect on an RA from the Desktop Removes the ability to create a Defect on an RA from the Desktop
CreateJobs Allows creation of Job from  "New" menu, from "Create Job" button on a Property and "Create Job" on a Quote Removes access to the "Job/Service Request" option in the "New" menu, removes the "Create Job" button on a Property and removes "Create Job" on a Quote
CreateQuotes Allows creation of Quote from "New" menu, from "Create Quote" button on a Property Removes access to the "Quote" option in the "New" menu and removes the "Create Quote" button on a Property
Customer Portal Gives access to the Portal  menu Removes access to the Portal menu
Labour Cost Rates Gives access to the Labour Cost Rates Hides Labour Cost Rates
Management Reporting Gives access to Management Reporting tiles in Customise Dashboard Removes Management Reporting tiles in Customise Dashboard
Reporting Gives access to the Reporting menu, the report links on Customer/Contract/Property and RA dashboards Removes access to the Reporting menu, the report links on Customer/Contract/Property and RA dashboards
Scheduling Gives access to the Scheduling menu Removes access to the Scheduling menu
System Access Gives access to change all items in the System Access section Removes access to change all items in the System Access section. Gives them read-only access
Timesheet Supervisor Sets that Employee as a Timesheet Supervisor N/A


Mobile Device Access

  1. Create the New Employee & Login
  2. Select the [Login] tab
  3. Select Enable Mobile Login, this gives the employee access to the Mobile Device
  4. Select the checkboxes in the left-hand area to give access to your user and de-select the check box to remove access
Access Item Controls when selected Controls when not selected
Set as technician

Shows Employee's name in the following sections

  • Technician Activity Report filter
  • Safety Checklist results search
  • Technician Labour Costs
  • Employee list in Calendar

Does not show Employee name in the following sections

  • Technician Activity Report filter
  • Safety Checklist results search
  • Technician Labour Costs
  • Employee list in Calendar
Allow Calendar Modifications on Mobile Allows access for the technician to modify the Date/Time Required Field on an RA and SR Removes access for the technician to modify Date/Time Required Field on an RA and SR. Gives them read-only access
Allow Contact Modifications on Mobile Allows access for the technician to add and modify the Contact Details on a Property Removes access for the technician to add and modify the Contact Details on a Property. Gives them read-only access
Allow Key/Access Notes Modifications on Mobile Allows access for the technician to add and modify the Key and Access Notes on a Property Removes access for the technician to add and modify the Key and Access Notes on a Property. Gives them read-only access