How to control security and user access using User Roles in webSAM...
In webSAM, we've simplified the approach to controlling the level of access your staff have to the webSAM system by categorising sets of access/restriction into 'User Roles'. When you create a new user in webSAM, you assign a User Role to the user, and their access is restricted accordingly.
Currently, webSAM has five security roles that determine what a user can or can't access within the system:
| Role | Access Level |
| Time Clock Only | As the name suggests this role is for users (mainly technicians) who are only allowed to clock on/off jobs for labour tracking and reporting |
| Technician | Has limited access to jobs, can view, clock and add parts |
| Senior Technician | Has more access to jobs, can add and edit all postings but cannot invoice a job. |
| Supervisor & Workshop Admin | A senior-level employee with access to all areas of the system except the System Setup |
| Administrator | Full access to the system, including setup and configuration settings. |
User Role - Detailed Access Definitions:
Time Clock Only
Logs into the Time Clock screen directly and not the Workshop2 |
Technician
| Can access the Time Clock screen from Workshop |
| Add Parts |
Senior Technician
Can access the Time Clock screen from Workshop |
Add Parts |
| Add and Edit Manual Labour |
Add Orders |
Create a Quote |
Maintain Stock |
View Stock Costings & Margins |
Sell Stock into Negative on-hand |
Maintain Item |
Supervisor & Workshop Admin
Setup Maintenance Access |
Labour Rates |
Maintain Customer |
Change Customer "On Hold" Setting |
Maintain Supplier |
Can access the Time Clock screen from Workshop |
Edit Time Clock Transactions |
Displays the technician availability screen for users to edit |
Create a New Job |
Add and Edit Manual Labour |
Add Parts |
Add Orders |
Create an Expense Order |
Finalise an Order |
View Job Charges and Discounts |
View Job and Invoice Margins |
Option to Invoice a Job and receipt invoices |
Credit an Invoice |
Create a Quote |
Maintain Stock |
View Stock Costings & Margins |
Sell Stock Below Cost |
Sell Stock into Negative on-hand |
Maintain Item |
Delete Item Followups |
Maintain Diary |
Administrator
Setup System Access |
Setup Maintenance Access |
Can view and edit technician labour costs |
Labour Rates |
Maintain Customer |
Change Customer "On Hold" Setting |
Maintain Supplier |
Can access the Time Clock screen from Workshop |
Edit Time Clock Transactions |
Displays the technician availability screen for users to edit |
Create a New Job |
Add and Edit Manual Labour |
Add Parts |
Add Orders |
Create an Expense Order |
Finalise an Order |
View Job Charges and Discounts |
Change charge and discount amounts |
View Job and Invoice Margins |
Option to Invoice a Job and receipt invoices |
Credit an Invoice |
Create a Quote |
Maintain Stock |
View Stock Costings & Margins |
Sell Stock Below Cost |
Sell Stock into Negative on-hand |
Maintain Item |
Delete Item Followups |
Maintain Diary |
Now you understand how User access is controlled, you probably want to read how to:
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