Know which permissions to select when adding you FireMate users!
Product: FireMate Desktop
Contents
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
- Create the New Employee & Login
- Select the [Login] tab
- Select Enable Desktop Login, this gives the employee access to the Desktop.
- 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
- Create the New Employee & Login
- Select the [Login] tab
- Select Enable Mobile Login, this gives the employee access to the Mobile Device
- 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
|
Does not show Employee name in the following sections
|
| 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 |
