Manage your Account
      Back to home
      1. Help Center
      2. Owners & Managers
      3. Manage your Account

      Fyxt User Roles

      What are User Roles?

      User Roles are saved permission sets catered towards the needs of distinct members of a team. They allow you to customize 'who' can do 'what'. To create a new User Role, Navigate to the Manage Teams page, select the User Roles tab, and click Create New Standard Role. 

      Permissions

      Permissions are the basis of a User Role, and Fyxt breaks them down into four groups.

      Section 1: User can add and edit

      The permissions of this group include

      1. Properties: Grants users the ability to create new Properties in Fyxt. Without this permission, users cannot create new properties or edit property details. Tip: learn how to use Properties and the Fyxt CRM here. 
      2. Equipment: Grants users the ability to create new Equipment records in Fyxt. Without this permission users cannot create new equipment records or modify equipment details. Tip: learn how to use the Equipment Module here.
      3. Equipment Type: Grants users the ability to create new Equipment Types in Fyxt. Users without this permission cannot create or edit Equipment Types. Tip: learn how to use the Equipment Module here.
      4. Additional Data Item: Grants users the ability to templatize Equipment parts or other items used within or for maintaining Equipment. Users without this permission cannot create or manage Additional Data Items. Tip: learn how to use the Equipment Module here.
      5. Abstracts: Grants users the ability to create Lease Abstract Rules within the Leases Module. Users without this permission cannot create or edit Lease Abstracts when within an expanded Lease. Tip: learn how to use the Lease Module here.
      6. Jobs: Grants users the ability to create/approve Jobs and edit Job Information. Users without this permission may only request Jobs, and are limited in how they can interact with them. Tip: learn how to use the Jobs Module here. 
      7. Job Assignments: Grants users the ability to assign management and engineering team members to Jobs. Tip: learn how to use the Jobs module here 
      8. Accounts: Grants users the ability to add other Manager users. Users without this permission will not see the All Users, All Teams, and Suspended Accounts tabs of the Manage Teams page. Tip: Learn how to Manage Users & Teams here. 
      9. Standard Roles: Grants users the ability to create User Roles. Users without this permission cannot create or edit User Roles. 
      10. Property Permissions: Grants users the ability to override an individual's User Role by customizing their permissions at a Team level.
      11. Inbox: Grants users the ability to interact with the Fyxt Inbox. Because the Inbox is an all-encompassing permission, granting Inbox permissions automatically enables all other permissions for the role. Users without the Inbox. Users without this permission cannot see or interact with the Inbox Module, but can view specific conversations Associated to Jobs. Tip: Learn how to manage the Inbox here.
      12. Timesheets: Grants users the ability to create, edit and approve Engineer Timesheets. Users without this permission can view Timesheets submitted to Jobs but cannot approve, reject, or edit the Timesheets. Tip: Learn how to manage Timesheets here. 
      13. Can Sign Checklists: Grants users the ability to sign Checklists in Jobs. Users without this permission can view required/entered signatures but cannot sign. Tip: Learn how to manage Checklists here. 
      14. COI: Grants users the ability to create and manage COI records. Users without this permission can see COI's throughout Fyxt but cannot create or edit them. Tip: Learn how to manage COI's here. 
      15. Custom Attributes: Grants the user the ability to create Custom Fields, tracking any possible data. Users without this permission cannot customize new data fields to collect but can freely interact with customized fields already created. Tip: Learn how to use Custom Fields here. 
      16. Tab Order: Grants the user the ability to edit the order of Tabs as they appear in Jobs. This tab order applies to all users. 
      17. Manage Job Preferences: Grants the user the ability to apply the default Preferences that apply to all Jobs. 
      18. Override Job Preferences: Grants the user the ability to modify the Preferences of a specific Job. 
      19. Companies: Grants the user the ability to create and manage Companies. Tip: Learn how to use Companies and the Fyxt CRM here.
      20. Contacts: Grants the user the ability to create and manage Contacts. Tip: Learn how to use Contacts and the Fyxt CRM here.

      Section 2: User can view

      The permissions of this group include

      1. Equipment: Grants users the ability to view equipment records within properties assigned to their teams. Users without this permission will not be able to view the Equipment module, but will see Equipment added to Jobs they have access to. Tip: learn how to use the Equipment Module here.
      2. Additional Data Item: Grants users the ability to view the Additional Data Items page of the Equipment Module. Users without this permission will not be able to view the full list of Additional Data Items, but can view them on Equipment they have visibility on. Tip: learn how to use the Equipment Module here.
      3. Equipment Type: Grants users the ability to view the Equipment Type page of the Equipment Module. Users without this permission will not be able to view the full list of Equipment Types. Tip: learn how to use the Equipment Module here.
      4. Properties: Grants users the ability to view all properties in Fyxt regardless of team assignment. Users without this permission will only be able to see Properties assigned to their teams. Tip: learn how to use Properties here. 
      5. Jobs: Grants users the ability to view Jobs in assigned properties. Users without this permission cannot view Jobs they have not themselves created. Tip: learn how to use the Jobs Module here. 

      Section 3: User can approve and add

      The permissions of this group include

      1. Job Requests: Grants the user ability to approve Jobs requested by others. Tip: learn how to use the Jobs Module here. 
      2. Costs: Grants the user ability to approve Bids and Invoices. Tip: learn how to use the Jobs Module here. 
      3. Schedules: Grants the user ability to approve Schedules. Tip: learn how to use the Jobs Module here. 
      4. Job Assignment: Grants the user ability to assign Managers, Engineers and Vendors to Jobs. Tip: learn how to use the Jobs Module here. 
      5. Job Information: Grants the user ability to edit Job Information. Tip: learn how to use the Jobs Module here. 
      6. Close & Cancel: Grants the user ability to update Job status to Closed or Cancelled. Tip: learn how to use the Jobs Module here. 

      Section 4: User can be added to Job as

      The permissions of this group include

      1. Manager: Allows this user to be assigned to a Job as a Property Manager. Tip: learn how to use the Jobs Module here. 
      2. Follower: Allows this user to be assigned to a Job as a Follower, receiving progress updates. Tip: learn how to use the Jobs Module here.