Setting Job Manager security permissions

Central (AE only)

Maintenance

[Maintenance][Assignment][Job Mode]

Allows you to access and amend the configuration setup in the Job Mode window

Client

#Client #Add New Assignment

Lets you add an ad-hoc assignment from the Add New Assignment wizard.

Client

#Client #Add Assignment from Template

Lets you add a new assignment and job using an assignment template. If this permission is not activated, users cannot create an assignment and / or job.

Practice Manager

Those who do not have write access will not be able to make amendments on the Job Sheet homepage on individual jobs. This includes editing dates, formulas, status and comments.

The only amendments that can be made without this permission are:

• Filtering using the right-click option

• Hyperlinks

• Show field chooser and drag on of other fields

• Export to Excel

Client

#Client #Edit Job

Lets you click the Job hyperlink from both the Job Sheet homepage and the Assignment / Job tab on a client and allows editing of the Job details.

Client

#Client #Remove Job

Lets you delete a job using the Remove Job right-click option on the Client > Assignment / Job tab.

Client (AE only)

#Client #Create Timesheet

Lets you create a timesheet by using the right-click option on the Client > Assignment tab.

Client

 #Client #Add Job

Lets you add a job to an assignment or Job type from the Client > Assignment / Job tab using the right-click Add Job option.

Smart Reports

Smart Reports-Job-Management-Job Management

Lets you access/view this reporting area.