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Assign Permissions to a Security Role in Service, Rental, and Financials (Classic)

How to assign access permissions and menu access to security roles in Service, Rental, and Financials (Classic).

In This Article

Introduction

Once you create a security role, you can assign permissions and menu access to that role. The permissions and menu access are what dictate what users assigned to a particular security role can see and do in Service, Rental, and Financials (Classic), (Next), and Mobile.

For more information on creating the required security roles, see “Create a Security Role in Service, Rental, and Financials (Classic)".

For more information on which permissions and menu access to assign to a specific security role, see "About Permissions and Menu Access for Service, Rental, and Financials (Next) and Mobile".

Assign Permissions

To assign permissions and menu access to a security role, do the following:

  1. Log in to Service, Rental, and Financials (Classic) and navigate to System Maintenance → Configure System Settings → Security → Security Roles.
  2. Select the role to which you want to add permissions and click the three dots under Permissions to open the Security Role Permissions popup.
  3. Select SRF (Next) to open the SRF (Next) popup.
  4. Check any required/optional permissions you need for this security role.
  5. Click “OK”, then “OK” to save your changes and return to the Security Roles utility.
  6. Click the three dots under Menu to open the Menu Security popup.
  7. In the left-hand panel, select a menu option and click “Add” to move it to the right-hand panel, granting the security role access to that option. Repeat this process for each menu option to which you want the security role to have access.
  8. Click “Apply”, to save your changes.
  9. Repeat steps 2-8 for each security role to which you want to assign permissions. Ensure that you have set up permissions for at least the following roles: Driver, Technician, Service Manager, and Logistics Manager. Once you are finished, return to the Security Roles window and click “Accept” to save all of your changes.