Roles & Permissions Definitions

Fixably offers extensive Access Control. This document provides an explanation of each access control point.

Updated at November 12th, 2024

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Table of Contents

Alarms Customers Device models Devices Files Samsung IGSPN GSPN purchase orders GSPN service orders Samsung credit requests Apple GSX Internal transits Invoices Manifests Messages Order batch edit Order lines Order notes Order tasks Orders Products Purchase orders Reports Service contracts Shipments Stock quantities Stock traceability Stocks Support System settings User settings Users Vendors

Alarms

Permission	Description	Extra Comments
View alarms	User is allowed to access User Name Menu > Alarms
Create alarms	User is allowed to create a new Alarm	View Alarms Required
Delete alarms	User is allowed to delete an Alarm	View Alarms Required
Edit alarms	User can make changes to an Alarm	View Alarms Required

Customers

Permission	Description	Extra Comments
View customers	User is allowed to view customers in the menu
Manage customer specific accounting settings	User is allowed to Manage customer specific accounting settings	View customers required
Add customer to group	User is allowed to Add customer to group	View customers required
Ban customer account	User is allowed to Ban customer account (portal)	View customers required
Create customer account	User is allowed to Create customer account (portal)	View customers required
Delete customer	User is allowed to Delete customer	View customers required
Edit customer	User is allowed to Edit customer	View customers required
Edit margin for customer	User is allowed to Edit margin for customer	View customers required
Remove customer account	User is allowed to Remove customer account	View customers required
Remove customer from group	User is allowed to Remove customer from group	View customers required
Remove customer's suspension	User is allowed to Remove customer's suspension	View customers required
Reset customer password	User is allowed to Reset customer password	View customers required
Unban customer account	User is allowed to Unban customer account (portal)	View customers required

Device models

Note: Device Models feature needs to be enabled

Permission	Description	Extra Comments
View device models	User can access the Device Models module from the Navigation Sidebar > Other
Create device model	Device models are currently either automatically received from iGSPN (for Samsung devices) or imported directly to Fixably (for Apple devices). Users are able to create new device models.	View device models required
Edit device model	User can edit Device Model information	View Device Models Required
Import device models	User can use the Import Device models button	View Device Models Required

Devices

Note: Device Database feature needs to be enabled

Permission	Description	Extra Comments
View devices	User can access the Device Database module from the Navigation Sidebar > Other	Device Database feature needs to be enabled
Create device	User can create a new device via Import or from the Order View	View devices required
Delete devices	User can delete a Device record from the Device Database module from the Navigation Sidebar > Other	View devices required
Edit devices	User can Edit attributes for a Device that has already been created.	View devices required
Export devices	User can access the Export button in the Device Database module from the Navigation Sidebar > Other	View devices required
Import devices	User can access the Import button in the Device Database module from the Navigation Sidebar > Other	View devices required
View Blackbelt data for device	User can view the Blackbelt data for a specific device	View devices required, Blackbelt Integration Required
View device diagnostics	User can access Apple AST / Samsung Galaxy Diagnostic results from the Gear Menu on the Device on an Order.	View devices required, GSX/IGSPN Integration Required
View GSX details	User can see the Device information fetched from GSX	View devices required, GSX Integration Required
View device history	User can access the Device Order history form the Gear Menu on the Device on an Order.	View devices required
View Phonecheck data for device	User can view the Phonecheck data for a specific device	View devices required, PhoneCheck integration required
Create VMI for device	User can create a Device inspection for a specific device	View devices required, VMI Feature Required
View VMI for device	User can view the Device inspection for a specific device	View devices required, VMI Feature Required

Files

Permission	Description	Extra Comments
View files	User can access Order Files

Samsung IGSPN

Note: Samsung IGSPN Integration needs to be enabled

GSPN purchase orders

Permission	Description	Extra Comments
View GSPN purchase orders	User can access the Purchase Orders > GSPN Part Ordering module
View delivery orders for GSPN purchase orders	User can access the Purchase Orders > GSPN Delivery Orders module
View GSPN OFS purchase order	User can access the Purchase Orders > GSPN OFS Parts module
Create GSPN stock keeping purchase order	Allow user to create GSPN Stock Keeping purchase order	View GSPN OFS Orders Required
Export GSPN OFS purchase orders	User can export the OFS proposal from the Purchase Orders > GSPN OFS Parts module	View GSPN OFS Orders Required
Import GSPN OFS purchase orders	User can import a PO from the Purchase Orders > GSPN OFS Parts module	View GSPN OFS Orders Required
Create GSPN urgent purchase order	Allow user to create GSPN Urgent purchase order	View GSPN Purchase Orders Required
Dispatch GSPN purchase order	Allow users to dispatch parts from GSPN Parts Ordering page	View GSPN Purchase Orders Required
DOA GSPN purchase order	Allow users to set purchased part as DOA from Incoming Goods page	View GSPN Purchase Orders Required
Edit GSPN purchase order	User can edit a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Import GSPN purchase order	User can import a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Print GSPN purchase orders	User can print a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Receive GSPN purchase order	User can receive a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Refresh GSPN purchase orders	User can refresh pending POs from GSPN from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Replace part for GSPN purchase order	User can receive a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
View request logs for GSPN purchase orders	User can view logs in the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required

GSPN service orders

Permission	Description	Extra Comments
View GSPN repairs	User can view a previously created SO in the Order View
View request log for GSPN repair	User can view GSPN Logs
Add confirmed parts for GSPN repair	User can confirm multiple Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Cancel GSPN repair	User can use the "Cancel Service Order" button when the SO is opened in the Order View	View GSPN Repairs Required
Confirm all lines for GSPN repair	User can confirm multiple Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Confirm single line for GSPN repair	User can confirm individual Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Create GSPN repair	User can create an SO from the Order View or via Macro	View GSPN Repairs Required
Create message for GSPN repair	User can use the "New Message" button when the SO is opened in the Order View	View GSPN Repairs Required
Create GSPN SAW repair	User can use the "SAW Request" button when the SO is opened in the Order View	View GSPN Repairs Required
Delete file for GSPN repair	User can delete Files from the Files tab when the SO is opened in the Order View	View GSPN Repairs Required
Download file in GSPN repair	User can download Files from the Files tab when the SO is opened in the Order View	View GSPN Repairs Required
Do full update for GSPN repair	User can use the "Full Update Form" button when the SO is opened in the Order View	View GSPN Repairs Required
Mark GSPN repair complete	User can use the "Mark Complete" button when the SO is opened in the Order View	View GSPN Repairs Required
Reallocate GSPN repair	User can use the "Reallocate Service Order" button when the SO is opened in the Order View	View GSPN Repairs Required
Sync customer for GSPN repair	User can use the "Update Customer Info from IGSPN" button when the SO is opened in the Order View	View GSPN Repairs Required
View GSPN repair history	User can view a previously created SO History in the Order View	View GSPN Repairs Required
Edit service type for GSPN repair	User can change the Service Type from Full Update Form > Job Info when the SO is opened in the Order View	View GSPN Repairs Required, Do Full Update for GSPN Repair Required

Samsung credit requests

Permission	Description	Extra Comments
View Samsung credit requests	User can access Purchase Orders > GSPN Credit Requests module from the Navigation Sidebar
Add comment for Samsung credit request	User can add a comment to a Credit Request in from the gear menu in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Create Samsung credit request from DOA line	User can ceate a Samsung credit request from a DOA order line	View Samsung credit requests required
Edit status of Samsung credit request	User can use the edit the status drop down menu of a Credit Request in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Export Samsung credit requests	User can use the "Export" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Import Samsung credit requests	User can use the "Import" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Mark Samsung credit request handled	User can use the "Mark Handled" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required

Apple GSX

Note: Apple GSX Integration needs to be enabled

GSX Appointments

Permission	Description	Extra Comments
View GSX appointments	Allows the user to View the GSX appointments through the Appt Scheduler
Cancel GSX appointment	Allows the user to cancel GSX appointments through the Appt Scheduler	View GSX appointments must be enabled
Refresh status for GSX appointment	Allows the user to refresh appointment information through the Appt Scheduler	View GSX appointments must be enabled
Set GSX appointment as arrived	Allows the user to set an appointment as arrived through the Appt Scheduler	View GSX appointments must be enabled
Set GSX appointment as no show	Allows the user to set an appointment as a no show through the Appt Scheduler	View GSX appointments must be enabled

GSX articles

Permission	Description	Extra Comments
View GSX articles	Allows the user to View GSX articles
Star GSX article	Allows the user to Star (Favourite) a GSX article	View GSX articles must be enabled
Unstar GSX article	Allows the user to Unstar (Unfavourite) a GSX article	View GSX articles must be enabled

GSX escalations

Permission	Description	Extra Comments
View GSX escalation	Allows the user to view GSX escalations in order view
Close GSX escalation	Allows the user to close GSX escalations in order view	View GSX escalation must be enabled
Create GSX escalation	Allows the user to create GSX escalations in order view	View GSX escalation must be enabled

GSX repairs

Permission	Description	Extra Comments
View GSX repairs	Allows the user to view GSX repairs
Approve GSX repair	Allows the user to Approve GSX repairs waiting for Approval	View GSX repairs must be enabled
Create GSX repair	Allows the user to create GSX repairs in order view	View GSX repairs must be enabled
Edit GSX repair	Allows the user to edit/update GSX repairs in order view	View GSX repairs must be enabled
Print GSX return label	Allows the user to print GSX return labels for part returns	View GSX repairs must be enabled
Run AST for GSX repair	Allows the user to run AST diagnostics for GSX repairs in order view	View GSX repairs must be enabled
View audit for GSX repair	Allows the user to view the GSX audit logs on the GSX repair	View GSX repairs must be enabled
View GSX repair details	Allows the user to view GSX repair details on the repair panel	View GSX repairs must be enabled
View request log for GSX repair	Allows the user to view the GSX API logs on the device card	View GSX repairs must be enabled

Internal transits

Note: Internal Transits feature needs to be enabled

Permission	Description	Extra Comments
View internal transits	User can access the Internal Transits module from the Navigation Sidebar
Convert internal transit to draft	User can use the Convert shipment back to draft option when an Internal Transit is in Ready for Pickup status.	View Internal Transits is required
Create internal transit	User can create a new Internal Transit using the Create Transit button	View Internal Transits is required
Edit internal transit	User can use the Edit Shipment option (under the gear menu)	View Internal Transits is required
Move internal transit to in delivery	User can use the Move Shipment to In Delivery option (under the gear menu)	View Internal Transits is required
Receive internal transit	User can use the Receive Transit button or the Receive Transit option (under the gear menu)	View Internal Transits is required
Set internal transit as ready for pickup	User can use the Move to Ready for Pickup option (under the gear menu)	View Internal Transits is required

Invoices

Permission	Description	Extra Comments
Manage single invoices	User can view Single Invoices from the Navigation Sidebar > Invoicing module
Manage receipts	User can view Receipts from the Navigation Sidebar > Invoicing module
Manage voided invoices	User can view Void Invoices from the Navigation Sidebar > Invoicing module
Print invoices	The user is able to print invoices
Send single invoice	The user is able to email invoices to the customer	Manage single invoices required Messages > Send Email must be enabled to send from order
Mark single invoice paid	The user is able to mark single invoices as paid	Manage single invoices required
Void single invoice	User can mark an Invoice as void	Manage single invoices required
View Samsung reimbursements	Use can access GSPN Reimbursements form the Navigation Sidebar > Invoicing module	IGSPN Integration Required
Import Samsung reimbursements	User can Import an Excel file from Sasmung with Reimbursment data	IGSPN Integration Required
Mark Samsung reimbursement handled	User can mark Samsung Reimbursments as handled	IGSPN Integration Required
View Apple reimbursements	The user is able to view the Apple reimbursements in the left hand menu
Manage Apple invoices	User can mark Invoices in Apple Purchase Invoices as processed and paid	GSX Integration Required.
Import Apple reimbursements	User can Import the the Bill & Bill email Apple provides for Reimbursments in some regions	GSX Integration Required. Not available to tenants in the US, Canada and Australia (where Reimbursment invoices come via API)

Manifests

Note: Manifests feature needs to be enabled

Permission	Description	Extra Comments
View manifests	User can access the Manifests module from the Navigation Sidebar
Create manifest	User can create a new Manifest using the Create Manifest button	View Manifests is Required
Create manifest document	User can use the Print option from Received Orders under Pending Manifests	View Manifests is Required
Edit manifest	Use can Edit a Manifest	View Manifests is Required
Export manifests	User can use the Export Manifests button under Processed Manifests	View Manifests is Required
Import manifests	User can create a new Manifest using the Import Manifest function	View Manifests is Required
Process manifests	User can receive items on a Manifest	View Manifests is Required

Messages

Permission	Description	Extra Comments
Attach email to order	User is allowed to Attach email to order	View emails is Required
Create order from email	User is allowed to Create order from email	View emails is Required
Send email	User is allowed to Send email	View emails is Required/can be done from order view also
Toggle email read	User is allowed to Toggle email read	View emails is Required/can be done from order view also
View emails	User is allowed to View emails

Order batch edit

Permission	Description	Extra Comments
Batch edit order custom field	User can modify Order Custom fields	Custom fields needs to be enabled. Order Custom Feld must have the Batch Edit setting turned on.
Batch edit order service partner	User can use the Service Partner option in Batch Edit	Service Partners feature must be enabled.
Batch close orders	Under the Save menu, the User can access the Close option
Batch create order notes	Use can use the Add Notes option in Batch Edit
Batch create new orders	User can use the New Order and Import options in Batch Edit
Batch create shipments	User can use the Create Shipment and Shipment Request options in Batch Edit
Batch dispatch orders	Under the Save menu, the User can access the Dispatch option
Batch edit order delivery method	User can use the Change Shipping Method option in Batch Edit
Batch edit order handler	User can use the Change Technician option in Batch Edit
Batch edit order location	User can use the Change service location option in Batch Edit
Batch edit order queue	User can use the Change Queue option in Batch Edit
Batch edit order reference	User can use the Customer Reference option in Batch Edit
Batch edit order status	User can use the Change Status option in Batch Edit
Batch edit tracking number	User can use the Tracking Number field under the Create Shipment option in Batch Edit
Batch receive orders	Under the Save menu, the User can access the Receive option
Batch release orders	Under the Save menu, the User can access the Order Ready option
Batch take assignment	Under the Save menu, the User can access the Take Assignment option

Order lines

Permission	Description	Extra Comments
View order lines	User can see the Order Lines (Products) on an Order
Confirm order line	User can confirm an Order line in draft status. This action reserves any stockable parts on the Order	View order lines Required
Confirm all order lines	User can confirm multiple Order lines in draft status. This action reserves any stockable parts on the Order	View order lines Required
Create order line	User is able to add order lines to an order	View order lines Required
Edit order line	User is able to edit order line details	View order lines Required
Set new serial	User can add fill in the New / KGB Serial Number field on an Order Line	View order lines Required
Set old serial	User can add fill in the Old / KBB Serial Number field on an Order Line	View order lines Required
Create refund for order line	User can use the "Add Refund" option when Editing an Order Line	View order lines Required, Edit order lines required.
Delete order line	User can remove an Order Line from an Order	View order lines Required, Edit order lines required.
Dispatch order line	User can Dispatch Order lines. This setting impacts both the edit menu on the Order line and the Dispatch option under the Shopping cart menu.	View order lines Required, Edit order lines required.
DOA order line	User can use the "Set DOA" option when Editing an Order Line	View order lines Required, Edit order lines required.
Change stock for order line	User can use the "Change Stock" option when Editing an Order Line	View order lines Required, Edit order lines required.
GPR order line	User can use the "Set GPR" option when Editing an Order Line	View order lines Required, Edit order lines required.
Set reported	User can use the "Report" option when Editing an Order Line that is currently marked as "Do Not Report"	View order lines Required, Edit order lines required.
Set unreported	User can use the "Do Not Report" option when Editing an Order Line	View order lines Required, Edit order lines required.
Undo dispatch	User can use the "Undo Dispatch" option for an Order Line that has been previously Dispatched. To See the option, the Order needs to be Open and In Service.	View order lines Required, Edit order lines required.
Create discount for order line	User can add use the Discount macros to modify the price of an Order Line	View Order lines Required. Discount macros required.
Delete discount for order line	User can remove the Discount product added by the Discount macros	View Order lines Required. Discount macros required.

Order notes

Permission	Description	Extra Comments
Create order note	Allows users to create new notes for orders.
Edit order note	Allows users to edit existing order notes.

Order tasks

Permission	Description	Extra Comments
View order tasks	Allows users to view tasks on an order.
Edit order task	Allows users to change the tasks values in the order view.	Requires View order tasks permission
Remove order task	Allows users to remove task values in the order view.	Requires View order tasks permission
Reveal order task encrypted data	Allows users to view encrypted data within password type order tasks.	Requires View order tasks permission

Orders

Permission	Description	Extra Comments
Charge order	Allows users to process payments for orders in the order view.
Close order	Allows users to close completed orders in the order view. This permission also controls the visibility of the Close Repair button.
Create order	Allows users to create new orders. This does not prevent users from creating orders using check-in macros.	Also enables/disables visibility of the New Orders button on the home dashboard.
Create buyback for order	Allows users to initiate a buyback process for an order.
Create CLC file	Allows users to generate Consumer Law Coverage forms for orders.
Create estimate	Allows users to create cost estimates.
Create estimate file	Allows users to create a PDF version of the cost estimate.
Create estimate XML file	Allows users to create an XML version of the cost estimate.
Create order file	Allows users to upload files to an order.
Create order note	Allows users to create new notes for orders.
Create WCR file	Allows users to generate Warranty Coverage Request forms for orders.
De-attach repair	Allows users to remove OEM repairs from an order.
Delete order	Allows users to delete orders from the system.
Dispatch order	Allows users to dispatch products on an order.
Set order as draft	Allows users to set an order to draft status.
Edit additional reference	Allows users to edit the additional reference field for orders.	This field is an optional field that can be configured in system settings.
Edit contact	Allows users to edit the order contact person.
Edit contact method	Allows users to change the preferred contact method on customer records.
Edit CSAT status	Allows users to enable/disable the Customer Satisfaction (CSAT) flag on orders.
Set custom field	Allows users to view and change custom fields values on orders.	Roles without this permission will only be able to view the custom field names. The values will be hidden.
Edit customer	Allows users to change customer information for orders.	Requires View order customer permission
Edit delivery method	Allows users to change the delivery method on orders.
Edit device	Allows users to add, change, or remove the device attached to an order.	Requires View order device permission
Edit handler	Allows users to change the technician assigned to an order.
Edit inbound delivery method	Allows users to change the inbound delivery method on orders.
Edit inbound tracking number	Allows users to edit the inbound tracking number on orders.
Edit insurance company	Allows users to assign or remove the insurance company associated with an order.
Edit internal location	Allows users to update the internal location for orders.
Edit internal reference	Allows users to edit the internal reference field.
Edit location	Allows users to change the sevice location assigned to an order.
Edit priority	Allows users to change the priority level of an order.
Edit queue	Allows users to change the assigned queue.
Edit reference	Allows users to change the customer reference field.
Edit status	Allows users to change the order status.
Edit store	Allows users to change thestore assigned to an order.
Edit tags	Allows users to add, change, or remove Order tags.
Edit TAT promise	Allows users to change the Turnaround Time (TAT) promise for orders.
Edit tracking number	Allows users to update outbound tracking numbers on orders.
Export orders	Allows users to export order information.	Also enables/disables visibility of the Export Orders button on the home dashboard.
Ignore TAT promise	Allows users to bypass the Turnaround Time (TAT) promise for orders.
Import orders	Allows users to import order data.
Open order	Allows users to open existing orders.
Print order	Allows users to print all order printouts.	Disabling this permission will only allow users to print the most relevant order document based upon the current state of the order.
Print order dispatch	Allows users to print the order dispatch document.
Receive order	Enables the Receive button on orders.
Remove order file	Allows users to delete files associated with an order.
Undraft order	Allows users to change orders from draft status to active.
View orders	Allows users to view Orders. Also restricts access to the Orders navigation menu and Order Lists.
View order customer	Allows users to view the customer information on orders.
View order device	Allows users to view device information on orders.
View order shipments	Allows users to view shipment details on orders.
View status durations for orders	Allows users to view the duration of different statuses for orders.
View TAT promise for order	Allows users to view the configured Turnaround Time (TAT) promise for orders.
View order timeline	Allows users to view the timeline of events for orders.

Products

Permission	Description	Extra Comments
View products	User can access Stocks > Products
Create product	User can create a new Product in the database	View Products required
Add margin for product	User can set a margin on a Product that has already been created.	View Products required
Delete product	User can delete a Product	View Products required
Edit product	User can Edit attributes for a Product that has already been created.	View Products required
Export products	User can Export the Product list from Stocks > Products	View Products required
Import products	User can Import Products from Stocks > Products	View Products required
Print product label	User can print Product Labels	View Products required
Undelete product	User can undelete a Product	View Products required

Purchase orders

Permission	Description	Extra Comments
View purchase orders	User can access the Purchase Orders module
Edit purchase order	User can edit a Purchase Order from the Gear Menu	View purchase orders required, Purchase Orders created by GSX cannot be edited.
Confirm purchase order	User can confirm a Draft Purchase Order	View purchase orders required
Create purchase order	User can create a Manual Purchase Order	View purchase orders required
Delete purchase order	User can delete a Purchase Order from the Gear Menu	View purchase orders required
Export purchase orders	User can use the "Export" button in Purchase Orders > Open / Drafts / Closed	View purchase orders required
Print purchase order	User can print the Purchase Order PDF Document	View purchase orders required
Receive purchase order	User can receive an Open Purchase Order from the gear menu	View purchase orders required
Send purchase order to vendor	User can send a Draft Purchase Order to a Vendor	View purchase orders required

Reports

Permission	Description	Extra Comments
View reports	User can access the Statistics module
View stats for all locations	User can access the Location report for all Locations	View reports required
View stats for user's location	User can access the Location report only for their Location	View reports required
View stats for all the users in the default location	User can access the User report only for Users in their Location	View reports required
View stats for users	User can access the User report for all Users	View reports required

Service contracts

Note: Service Contracts feature needs to be enabled

Permission	Description	Extra Comments
View service contracts	User can access the Service Contracts module from the Navigation Sidebar
Create service contract	Use can create a new Service contract using the Create button or via Import	View service contracts required
Delete service contract	Use can Remove / Delete a service contract from the Gear Menu	View service contracts required
Edit service contract	Use can Edit a service contract from the Gear Menu	View service contracts required

Shipments

Permission	Description	Extra Comments
View shipments	User can access the Shipments module from the Navigation Sidebar
Cancel shipment	User can cancel a shipment from the Order View > Shipment Information section	View Shipments required
Create shipment	User can create a new Shipment from Orders in the Shipment Workbench	View Shipments required
Delete shipment	User can Delete / Cancel a Shipment	View Shipments required
Edit shipment edit	User can Edit a Shipment	View Shipments required
Print shipment	User can use the Print Packing List, Print Waybill and Print Specifications options in the Shipments Module	View Shipments required
Receive shipment	User can use the Receive option in Shipments > In Transit	View Shipments required
Create shipment request	User can create an Inbound / Outbound Shipping Request from the Order View	View Shipments required
Delete shipment request	User can cancel an Inbound / Outbound Shipping Request from the Order View	View Shipments required
Create pickup for shipment	User can create a Pickup request	View Shipments required. Carrier Integration required.
Send waybill	User can access the Send Shipment Information option when creating a Shipment	View Shipments required. Carrier Integration required.

Stock quantities

Permission	Description	Extra Comments
View stock quantities	User can see the quantity of Products available within your Stocks

Stock traceability

Note: Stock Traceability feature needs to be enabled

Permission	Description	Extra Comments
View orders for part collection	User can access Mark Parts Collected module from the Navigation Sidebar	View orders for part collection required
View orders pending part return	User can access Orders with parts to return module from the Navigation Sidebar	View orders pending part return required
Mark parts collected	User can use the Mark Collected? option in Mark Parts Collected.	View orders for part collection required
Return parts to stock	User can use the Return Part? option in Orders with parts to return.	View orders pending part return required
View parts pending return	User can use the Return Unused Parts option in Orders with parts to return.	View orders pending part return required

Stocks

Note: Stocks module needs to be enabled

Permission	Description	Extra Comments
View stocks	User can access the Stocks module from the Navigation Sidebar
Add product to stock	User can use the Add Product Availability option in Stocks > Stock Management > Gear Menu	View Stocks Required
Create stock	User can create a new Stock from Stocks > Stock Management	View Stocks Required
Create difference list	User can access the Latest Difference List option in Stocks > Stock Management > Gear Menu	View Stocks Required
Delete stock	User can Delete a Stock from Stocks > Stock Management > Gear Menu	View Stocks Required
Edit stock	User can access the Edit menu in Stocks > Stock Management > Gear Menu	View Stocks Required
Edit stock count	User can use the Inventory Count option in Stocks > Stock Management > Gear Menu	View Stocks Required
Export stock	Use can use the Export option in Stocks > Stock Management > Gear Menu	View Stocks Required
Import stock	Use can use the Import option in Stocks > Stock Management > Gear Menu	View Stocks Required
View stock difference lists	User can access the Latest Difference List option in Stocks > Stock Management > Gear Menu	View Stocks Required
View stock logs	User can view the Stock Logs section of the Stocks module	View Stocks Required
View stock transfers	User can view the Stock Transfers section of the Stocks module	View Stocks Required
Cancel stock transfer	User can cancel a Stock Outtake from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Stock create outtake	User can create a new Stock Outtake from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Create stock transfer	User can create a new Stock Transfer from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Import stock transfers	User can use the Import Transfers option in Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Receive stock transfer	User can use the Receive Transfers option in Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required

Support

Permission	Description	Extra Comments
Create suggestion	User can access the Suggestions box from their User Name menu
Create ticket	User can submit support tickets to Fixably

System settings

Permission	Description	Extra Comments
Manage ledger codes	User can access System Settings > General Ledger Codes	Accounting Integrations Required
Manage repair sticker profiles	User can access System Settings > Profiles	Advanced Repair Stickers required
Manage Blackbelt	User can access System Settings > Integrations > Blackbelt	BlackBelt integration required
Manage Postmen	User can access System Settings > Integrations > Postmen	Carrier integration through Postmen required
Manage cost estimates	User can access System Settings > Cost estimate	Cost Estimate with Options feature required
Manage VMI settings	User can access System Settings > VMI Settings	Device Inspection / VMI feature required
Manage FedEx settings	User can access System Settings > Integrations > Fedex	FedEx integration required
Manage GSX	User can access System Settings > Integrations > GSX and GSX Accounts	GSX integration required
Manage IGSPN	User can access System Settings > Integrations > IGSPN	IGSPN integration required
Manage Moneris integration	User can access System Settings > Integrations > Moneris	Moneris integration required
Manage cost estimate via XML	User can access System Settings > Integrations > Cost Estimate via XML	Not available to all customers.
Manage Phonecheck	User can access System Settings > Integrations > Phonecheck	Phonecheck integration required
Manage translations	User can access System Settings > Translations	Translation requests are not immediately live and are reviewed by Fixably before implementation
Manage TAT promises	User can access System Settings > Turnaround Time	Turnaround Time feature required
Manage company details	User can access System Settings > Company Details
Manage custom fields	User can access System Settings > Custom Fields
Manage custom pricing options	User can access System Settings > Custom Pricing Options
Manage delivery methods	User can access System Settings > Delivery Methods
Manage email settings	User can access System Settings > Email Settings
Manage general settings	User can access System Settings > General
Manage locations	User can access System Settings > Locations & Stores
Manage macros	User can access System Settings > Macros
Manage margins	User can access System Settings > Margins
Manage OEM margins	User can access System Settings > Margins > OEM Margins
Manage payment terms	User can access System Settings > Payment Terms
Manage payment types	User can access System Settings > Payment Types
Manage portal	User can access System Settings > Portal
Manage printouts	User can access System Settings > Printouts
Manage product categories	User can access System Settings > Product Categories
Manage queues	User can access System Settings > Queues
Manage shipments	User can access System Settings > Shipments
Manage snippets	User can access System Settings > Snippets
Manage status transitions	User can access System Settings > Status Transitions
Manage statuses	User can access System Settings > Order Statuses
Manage stock settings	User can access System Settings > Stocks
Manage tasks	User can access System Settings > Tasks
Manage tax rates	User can access System Settings > Tax Rates
Manage triggers	User can access System Settings > Triggers
Manage webhooks	User can access System Settings > Webhooks

User settings

Permission	Description	Extra Comments
Manage integrations	User can access their User Settings > Integrations	If using GSX integration, this should be enabled.
Manage general user settings	User can access their User Settings > General Settings
Manage order lists	User can access their User Settings > Order Lists
Manage product lists	User can access their User Settings > Product Lists

Users

Permission	Description	Extra Comments
View users	User is allowed to View users
Create user	User is allowed to Create user	View users should be enabled
Create user account	User is allowed to Create user account	View users should be enabled
Delete user	User is allowed to Delete user	View users should be enabled
Edit user	User is allowed to Edit user	View users should be enabled
Edit user's hour tracking	User is allowed to Edit user's hour tracking	View users should be enabled
Import users	User can Import Employees from Users > Employees in the Navigation Sidebar	View users should be enabled
Remove user account	User is allowed to Remove user account	View users should be enabled
Remove user's suspension	User is allowed to Remove user's suspension	View users should be enabled
Reset TOTP for user	User is allowed to Reset TOTP for user	View users should be enabled
Set user returned	User is allowed to Set user returned	View users should be enabled
Transfer user's orders	User is allowed to Transfer user's orders	View users should be enabled
View user's report	User is allowed to View user's report	View stats for users (in Reports) should be enabled

Vendors

Permission	Description	Extra Comments
Create vendor	User is allowed to Create vendor	View vendors is required
Edit vendor	User is allowed to Edit vendor	View vendors is required
Export vendors	User can Export Vendor profiles from Users > Vendors in the Navigation Sidebar	View vendors is required
Import vendors	User can Import Vendor profiles from Users > Vendors in the Navigation Sidebar	View vendors is required

functions positions