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 to notify the Comptroller when a new Administrator is added.
Select the default work order form from the drop down box that all Administrators will use when entering work orders.

Check the box to notify the Comptroller when a new Supervisor I is added.
Select the default work order form from the drop down box that all Supervisor I users will use when entering work orders.

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.

Check the box next to the Information & Analysis fields and reports that you would like to make available to your Managers. These links will show under the Information & Analysis section of their homepage.

Check the box if you would like to display the requested completion date to technicians.
Check the box if you would like to allow technicians to enter requested completion dates on work orders.
Select the available Priority codes and the default Priority code for Technicians.
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.
Under Budget Code Options, you can choose to make Budget codes visible, required, and select the codes available for Technicians to use.
Select the default work order form from the drop down box that all Technicians will use when entering work orders.

Check the box to notify the Comptroller when a new Clerk I is added.
Select the default work order form from the drop down box that all Clerk I users will use when entering work orders.