Admin - Permission Definitions

Avatar
Erol Ogunc
Follow

 

Permission Title Permission Description Additional Permission Detail      
General          
Can Manage Permissions User can manage permission groups Can edit permission groups within the Admin menu      
Can Create Private Comments N/A Can leave a comment on a work order, preventive maintenance, or inspection task and check off “Hide from Tenant.”      
Can View Permissions User will have access to view the permissions page Read only for permissions grid within the Admin menu      
Can View Private Comments N/A Can see comments left by other users that were checked off to indicate “Hide from Tenant.”      
Can Manage Custom Fields N/A Apply fields to Property, Company and User pages      
Can View Private Custom Fields N/A        
Can Put Work On Hold User can put work in hold Can see and click on the On Hold. This applies to all tasks      
Can Assign Work
N/A
Can choose a different assignee for all tasks. Allows you to assign      
tasks to someone other than yourself      
Can Be Assigned Work User can be assigned, complete and reopen their own work orders. They can also add labor and materials. The user will be available within the Assign To dropdown within all tasks      
Change Work Status User can change work status Ability to change to the Status for all tasks (New, Open, Completed, etc)      
Can Cancel Work User can cancel work Cancel option will appear within the Status dropdown for all tasks.      
Can Close Work User can close work Close option will appear within the Status dropdown for all tasks.      
Can Manage Key Contact Groups Allows a user to manage key contact groups Key Contact Groups(role) can be added to the account and then contacts can be indicated within each role for a property or properties.      
Can Manage Notification Configuration Allows a user to manage notification configurations This allows the user to see the Notifications tab under Admin and modify the notifications on a portfolio level which will affect all properties      
Can Manage Building Override Notification Configuration Allows a user to manage building override notification configurations This allows the user to see the notification tab under properties and modify the property level profile which will not affect the account-level profile.      
Can Manage Time Off Allows a user to manage time off This allows the user to manage another user’s time off      
Can Import Data Allow the user to view the data import functionality. Ability to import data through the action’s menu within a grid      
Can Edit User Email Allows a user to edit another user’s email address Editing a user’s email address will have log-in implications (i.e., user will log into Prism with newly edited address).      
Can Interact with Private Custom Fields Allows a user to complete Custom Fields that are private Interact and View.      
Can View Private Custom Fields V2 Allows a user to view Private Custom Fields User cannot edit/interact with Custom Field. View Only.      
Can Manage Integration Configuration N/A Can manage native integration configurations in Prism.      
Can Edit Other User’s Comments N/A Can edit comments made on a task by another user.      
Accounting          
Can Manage Accounting User can manage all accounting features, rates, and charge codes. Allows user to manage the Accounting module      
Can Issue Credits N/A Allows user to issue credits to labor rates and materials.      
Can Manage Batch Templates N/A Allows user to create/edit batch templates      
Can Manage Charge Codes User can add and edit charge codes Allows user to add/edit/interact with charge codes      
Can Manage Labor Rates User can add and edit labor rates for all properties they are associated to Allows user to edit the labor rates list within the accounting module. This list determines what appears in a tasks labor rates dropdown.      
Can Edit Labor and Material Charges User can change amounts applied to all labor and material costs for their team. Allows user to edit labor and materials within a work order      
Can Change Labor Rate User can change the labor rate of labor costs they are adding to a work order. Allows user to view and edit labor rates within a work order      
Can See Markup Costs User can see labor & material markup costs on a work order. Allows user to view and edit markup cost within a work order      
Can See Costs User can view total costs on a work order Allows user to view costs within a work order      
Can See Budget User can view budget on a work order, based on the predefined total budget available for that issue type. Allows user to view the budget of a work order      
Can Access Accounting Allows a user to access accounting. Allows user to view the accounting module      
Can Manage Accounting Batches Allows a user to manage accounting batches. Allow user to create/edit accounting batches within the accounting module.      
Can Manage Materials N/A Allows user to edit materials list within the accounting module      
Can Add Vendor Invoice N/A Allows user to create/add Vendor Invoices      
Can View All Vendor Invoices N/A Allows user to view Vendor Invoices      
Can Manage Invoice Charges N/A Allows user to edit/interact with Invoice Charges      
Equipment          
Can Access Equipment N/A This gives users the Equipment Module      
Can Create/Edit Equipment N/A This allows users to Create and edit Equipment      
Can Create/Edit Asset Types N/A Allows user to Create and Edit Asset Types      
Can Manage Advanced HVAC Can interact with and manage Advanced HVAC If Advanced HVAC is turned on in account.      
Buildings          
Can Create Buildings N/A This allows users to create new properties      
Can Edit Buildings N/A This allows users to edit property information      
Can Create Building Groups N/A This allows users to create property groups      
Can Manage Building Groups N/A This allows users to add/remove properties from a Property Group      
Can View Building Groups N/A This allows users to view Property Groups that have been created.      
Can Manage Suites Allows user to manage suites This allows users to create and edit suites      
Can Manage Floors Allows a user to manage floors This allows users to create and edit floors      
Communications          
Can Access Communications N/A Grants user access to communications module      
Can Create General Building Notices Allows a user to post communications as notices to a tenant-facing dashboard. Allows user to create and send communications      
Can Create COVID-19 Related Building Notices Allows a user to post communications as COVID-19 related notices to tenant -facing dashboard Allows user to create and send COVID-specific messages      
Can View All Communications N/A Allows a user to view all communications      
Can Create Communications N/A Allows a user to create new Communications      
Companies          
Can Manage Company User can manage their own company and users Can manage their own company information      
Can View All Companies User can view all vendor and companies along with their users in buildings they have access to. Can view all companies and users within a building      
Can Manage Tenant Companies User can add and edit tenant companies Can add/edit/remove tenant companies      
Can Manage Tenant Users User can add and edit tenant users Can add/edit/remove tenant users      
Can Manage Vendor Companies User can add and edit vendor companies Can add/edit/remove vendor companies      
Can Manage Vendor Users User can add and edit vendor users Can add/edit/remove vendor users      
Can Manage User Teams User can access teams tab and create/edit teams with members for their properties. Can view and manage the teams tab under my users. This includes add/edit/remove teams.      
Contracts          
Can Manage Contracts N/A Can view, manage and contracts within the Contracts Module      
Can Manage Contract Templates N/A Can view, manage and create contract templates      
Can Access Contracts N/A Can view Contracts with limited interaction.      
Docusign API          
Can Manage Docusign API N/A Allows users to edit settings related to the Contract's module Docusign setup      
Files          
Can View Purchase Order Category N/A Allows user to view files that are in the “Purchase Order” category      
Can Manage Purchase Order Category N/A Allows user to manage/import/edit files that are in the “Purchase Order” category      
Can View Invoice Category N/A ---      
Can Manage Invoice Category N/A ---      
Can View Manual Category N/A ---      
Can Manage Manual Category N/A ---      
Can View Warranty Category N/A ---      
Can Manage Warranty Category N/A ---      
Can View Contract Category N/A ---      
Can Manage Contract Category N/A ---      
Can View Certificate Category N/A ---      
Can Manage Certificate Category N/A ---      
Can View Fire/Life/Safety Category N/A ---      
Can Manage Fire/Life/Safety Category N/A ---      
Can View Lease Category N/A ---      
Can Manage Lease Category N/A ---      
Can View Tenant Handbook Category N/A ---      
Can Manage Tenant Handbook Category N/A ---      
Can Import Files N/A User can import files into Prism.      
Can View Private Files N/A User can view private files.      
Can Create Private Files N/A User can configure files to be private.      
Can View All Unassociated Files N/A User can view files that are not associated to an object in Prism.      
Incidents          
Can Access Incidents N/A Allows user to access the Incidents Module      
Can Create Incidents N/A Allows user to create an Incident      
Can View All Incidents N/A Allows a user to view all Incidents      
Can View All Company Incidents N/A Allows user to view all incidents for their company      
Can Edit All Incidents N/A Allows user to edit all reported incidents      
Can Edit Original Incident Details N/A Allows user to edit original incident details even if they are not the reporter.      
Can Edit Incident Severity N/A Allows a user to edit the incident’s severity      
Can Manage Incidents N/A Allows a user to manage incidents and edit/create Incident Types      
Inspections          
Can Access Inspections N/A This allows a user to see the inspection module      
Can Manage Inspection Templates User can manage inspection templates This allows the user to manage inspection templates      
Can View All Inspections Users can view all inspections in any of their properties This allows the user to view all inspection tasks at the property, not just inspections they are assigned to.      
Can View Company Inspections User can view all inspections for their company This allows the user to view all inspection tasks for their company      
Insurance          
Can Access Insurance N/A Allows a user to access the insurance module      
Can View Company Certificates N/A Allows a user to access/view company certificates      
Can View All Certificates N/A Allows a user to view all certificates      
Can Manage Certificates N/A Allows a user to manage certificates, including editing.      
Can View Compliance Profiles N/A Allows a user to view compliance profiles      
Can Manage Compliance Profiles N/A Allows a user to manage compliance profiles, including editing/creating.      
Can Override Certificate Compliance N/A Allows a user to override certificate compliance      
Inventory Tracking          
Can Access Inventory Tracking N/A Allows a user to access the inventory tracking module      
Can Manage Inventory Tracking N/A Allows a user to manage Inventory Tracking, including editing      
Can View Inventory Tracking N/A Allows a user to view inventory tracking information, no edit capacity      
Can Configure Inventory Tracking Notifications N/A Allows a user to determine inventory tracking notification setup      
Preventive          
Can Access Preventive N/A This gives users access to the Preventive module      
Can Manage Preventive Procedures User can manage preventive procedures This allows users to add/edit Preventive Procedures      
Can Manage Preventive Schedules User can manage preventive schedules This allows users to add/edit Preventive Schedules      
Can View All Preventive Tasks User can view all the preventive tasks in any of their properties This allows users to view all Preventive tasks in their properties      
Can View Company Preventive Tasks User can view all the preventive tasks for their company This allows users to view all Preventive tasks for their company      
Can Edit Preventive Task Due Date User can update the due date of a preventive task This allows users to edit the due date of a Preventive task      
Purchase Orders          
Can Access Purchase Orders User can access the Purchase Orders module Allows a user to access the Purchase Order module      
Can Manage Purchase Orders N/A Allows a user to view/add/edit purchase orders.      
Readings          
Can Manage Readings N/A Allows user to create, edit, and remove readings      
Can View Readings N/A Allows a user to view readings, but not edit them.      
Can Access Readings N/A Allows a user to access the readings module.      
Can Delete Readings N/A Allows a user to delete readings.      
Reports          
Can Access Reports N/A User can access the reporting module and pull reports based on their available data.      
Resource Reservations          
Can Access Reservations N/A Allows a user to access the resource reservations module      
Can View All Reservations N/A Allows a user to view all reservations      
Can View Company Reservations N/A Allows a user to view all reservations for their company      
Can Create Reservations N/A Allows a user to create/submit a reservation      
Can Submit Reservations With Charges N/A Allows a user to submit a reservation with charges associated      
Can Manage Reservations N/A Allows a user to manage reservations (edit/cancel)      
Can Approve Reservations
N/A
Allows a user to approve submitted reservations
     
Can Access Premier Resources N/A Allows a user to be able to see and make reservation requests for resources flagged as “premier” access      
Can Override Reservation Settings N/A Allows a user to create a reservation outside of the resource’s settings      
Bid Management          
Can Access Bid Management N/A Allows user to view the Bid Management module      
Can Manage Service Areas N/A Allows a user to access/edit Vendor Service Area      
Can Manage Bid Template N/A Allows a user to access/edit Bid Template      
Can Manage Proposal N/A Allows a user to access/manage the Proposal      
Can Mange Bid Request N/A Allows a user to access/manage the Bid Request      
Can Manage Vendor Blocklist N/A Allows a user to access/edit the Vendor Blocklist      
Can Access Partner Network N/A Allows a user access to the Partner Network      
Can Update Bid Request Deadline N/A Allows a user to edit the Bid Request Deadline      
Can Create Contract from Winning Bid N/A Allows a user to create a contract from the Winning Bid      
Space Management          
Can Access Space Management Allows users to access space management Allows user to access the Space Management module. This includes the stacking plan access, add/edit/remove suites, and floors.      
Can View Floor Plans Allows a user to access floor plans Allows user to only see the primary floor plan drawing      
Can Edit Floors Plans Allows a user to edit floor plans Allows user to edit the primary floor plan drawing      
Can Edit Floor Plan Markup Allows a user to edit floor plan markups Allows user to edit the floor plan markup. This includes illustrating.      
Can View Floor Plan Markup Allows a user to access floor plan markups Allows user to only view the floor plan markup      
Can Add Pins to Floor Plans Allows a user to access pinning Allows user to add locations to work orders and equipment floor plans      
Can View Floor Plan Scenarios Allows a user to access floor plan scenarios Allows user to view floor plan drawings that are not the primary drawing.      
Can Manage Floor Plan Scenarios Allows a user to edit floor plan scenarios Allows user to add/edit/make historical/promote floor plan drawings that are not the primary drawing      
Tenant Compliance          
Can Access Module Tenant Compliance N/A Allows user to access Tenant Compliance module      
Can Manage Tenant Compliance Tasks N/A Allows user to manage/edit Tenant Compliance tasks      
Can View Tenant Compliance Schedules N/A Allows user to view Tenant Compliance Schedules      
Can Manage Tenant Compliance Schedules N/A Allows user to manage/edit Tenant Compliance schedules      
Tenant Satisfaction          
Can Reopen Completed/Closed Work Orders Can reopen completed or closed work orders Allows user to reopen a closed/completed work order. This feature was designed to allow tenants to reopen a closed/completed work order if their rating is low      
Can Rate Work Orders Can rate work orders Allows user to rate their submitted work orders once the work is completed by the assignee      
Time Tracking          
Can Access Time Tracking Allows a user to access time tracking. Allows user to start a stopwatch and have that time feed into created labor records      
Can Edit Tracked Time N/A Allows user to edit the time that was tracked/submitted      
TX App          
Allow a tenant experience app to authenticate as a tenant user. N/A This permission is relevant only if there is an integration with TX app      
Visitors          
Can Access Visitors Allows user to access visitors Allows user to access the visitor module      
Can View All Visitors Allows a user to access all visitors. Allows user to view all visitors within a building      
Can View Company Visitors Allows a user to access company visitors Allows user to view all visitors that are tied to their company      
Can Create Visitor Allows a user to create a visitor. Allows user to add a visitor      
Can Check-In Visitor Allow a user to check in a visitor Allows user to check in a visitor      
Can Cancel Visitor Allows a user to cancel a visitor Allows user to cancel a visitor request      
Work Orders          
Can Access Work Orders N/A Users can access work orders      
Can View All Work Orders User can view all work orders in any of their properties Users can view all work orders associated with properties the user has access to      
Can View Company Work Orders User can view all work orders in their company User can view all work orders in the company they are part of      
Can Manage Issue Types User can create new issue types and manage global issue type settings User can add issue types      
Can Configure Issue Type Settings User can access issue type tab and edit issue type settings for all of their properties User can edit the issue type configurations. This includes priority, assignee, codes, and visibility.      
Can Manage SLAs Allows a user to manage SLAs Users can manage and update SLA (Service Level Agreement) settings.      
Can See Priority Allows a user to see priority Users can see the priority of a work order      
Can See Target Completion Allows a user to see the work order's target completion Users can see a work order’s target completion date/time.      
Can Create Work Orders N/A Users can create work orders      
Can Edit Work Order Details N/A Users can edit work order information      
Can View Work Order Ratings N/A Users can view tenant ratings on work orders      
Can Edit Work Order Equipment N/A Users can add equipment to a work order and edit equipment associated to a work order.      
Can View Work Order Equipment N/A User can view the equipment that was selected by someone with the permission to edit work order equipment. They cannot edit the equipment within the work order.      
Can Change Work Order Priority Allows a user to change a work order priority Allows user to change the priority level within a work order      
Can Reject Work Orders User Can Reject Work Orders Reject option will be available to the user within a work order      
Powered by Zendesk