User Role Setup

You can use the Role Setup feature to set certain customization options for your user roles.

How to Define your Role Setup

Click on the Account Setup tab.
Click on the Role Setup link.
Select the User Role from the drop down list and click Submit to access the options for that role.
Click Save when you have made selections for that user role.

Check the box next to the Information & Analysis fields and Reports that you would like to make available to your Supervisor II users. These links will show under the Information & Analysis section of their homepage.
Click Save to see additional options.
Check the box to allow Supervisor II's to add labor entry and assign to users that do not directly report to them.
Check the box to remove Supervisor II's ability to change budget and estimate information.
Check the box to notify the Comptroller when a new Supervisor II is added.

Check the box to notify the Comptroller when a new Site Administrator I is added.
Check the box to hide the Requested Completion Date field on the Site Administrator I request page.
Check the box to hide MaintenanceDirect Emergency Information on the Site Administrator I request page.
Check the box to hide Incident Emergency Information on the Site Administrator I request page.

Important - Check the box if you would like to require your Technicians to enter their labor hours before they are able to mark the work order as complete or closed.
Important - Check the box set the default to "Will you perform this work?" to Yes.
Check the box to notify the Comptroller when a new Technician is added.