About Permissions and Menu Access in FleetLogic

Provides a detailed breakdown of the different SRM permissions and menu access options that affect the FleetLogic driver, logistics manager, service manager, and technician security roles.

Type

Conceptual

Audience

SRM Administrator

Products

SRM, FleetLogic web and mobile applications

In This Article

Body

FleetLogic permissions and menu access are set up in your company’s SRM (Systematic Rental Management) application by your SRM administrator. Permissions control what menu options and functions users can view in SRM and FleetLogic. Menu access controls what menu options the user can interact with. 

For example, you can grant a user permission to see the Work Orders menu option in FleetLogic allowing them to click the menu option and view the list of work orders, but if you did not grant that user access to any menus, they would be unable to do anything beyond viewing the list in the application.

There are four security roles that you must create in order for your SRM and FleetLogic applications to work together correctly:

  • Driver
  • Logistics manager
  • Service manager
  • Technician

Note: You can create more security roles than the above four, but generally, any roles you create will be some variation or combination of the required roles. For example, many organizations have a FleetLogic counter role, who combines aspects of both the logistics and service managers. 

Each security role has specific permissions and menu access that must be set up in a specific way to enable each role to successfully access, view, search, create, edit, and/or delete information in certain parts of each application. 

Each organization is unique in how it is structured and operates. No two companies have the same types of roles or workflows. SRM and FleetLogic are built with flexibility in mind and this extends to how the permissions and menu access for the required security roles work as well.

While certain permissions and menu options are required for each security role, there are some that are optional as well. These options enable you to customize the required security roles to meet the needs of your business. 

Note: Permissions for each role are cumulative. If you are a user with driver permissions and you are added as a user with technician permissions, you now have all the driver and technician permissions together. One does not replace the other. 

Permissions 

Use the following table to understand what permissions are required, optional, or do not apply to the required security roles. The table shows the different permission groups which correspond to the different menus in System Maintenance > Configure System Settings > Security > Security Roles > Permissions

Each permission is laid out as a checkbox in a list. Checking the box activates the permission for that security role

The table also provides a description of each permission along with notes about any interdependencies between permissions. Finally, the table shows which permissions apply to which security role(s) using the following legend:

D = Driver

LM = Logistics manager

SM = Service manager

T = Technician

Required, regardless of your organizational structure
Optional, depending on your organizational needs and structure
Not applicable or not recommended for that role

 

Permission Group Checkbox Description LM SM T
FleetLogic/ RentalLogic FleetLogic Dispatcher Identifies the user as a dispatcher and enables them to access the FleetLogic web application
FleetLogic Mechanic Identifies the user as a technician and enables them to access the work orders function in the FleetLogic mobile application
FleetLogic Driver Identifies the user as a driver and enables them to access the tickets function in the FleetLogic mobile application
FleetLogic In-Yard Returns Identifies the user as an in-yard return inspector and enables them to access the in-yard returns function in the FleetLogic mobile application
External WO Employee Access Enables the user to release the external lock on a work order in SRM
Cancel/ Close Open FL Del/Pickup Tickets Enables the user to cancel pickup or delivery tickets in the FleetLogic web application
Modify Delivery/ Pickup Ticket Qtys Enables users to override the quantity of an asset that is picked up or delivered in the FleetLogic web and mobile applications
Asset Inspections - Create/ Complete

Enables users to create standalone inspections in the FleetLogic mobile application

Note: A minimum of one of: 

  • FleetLogic Driver
  • FleetLogic Mechanic
  • FleetLogic In-Yard Returns 

permissions must be enabled

FleetLogic Update Meter Reading on Mobile

Enables users to update the asset meter and status in the FleetLogic mobile application

Note: A minimum of one of: 

  • FleetLogic Driver
  • FleetLogic Mechanic
  • FleetLogic In-Yard Returns 

permissions must be enabled

FleetLogic/ RentalLogic Settings Menu Access

Enables the user to access the user settings menu in the FleetLogic web application

Note: The FleetLogic Dispatcher permission must be enabled
Miscellaneous Add Sale Inventory

Enables the user to create a part in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission and the Detailed Inventory Inquiry or Sales Inventory menu option must be enabled
Add Rental Inventory

Enables the user to create an asset in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission as well as the Detailed Inventory Inquiry and Rental Inventory menu options must be enabled
Work Orders - Close/ Invoice

Enables the user the ability to invoice non-internal work orders in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission and the Document Inquiry menu option must be enabled
Work Orders - Close/ Create Internal

Enables the user to close internal work orders

Note: The FleetLogic Dispatcher permission and the Document Inquiry menu option must be enabled

Menu Access

Use the following table to understand what access to which menu options are required, optional, or do not apply to the required security roles. The table shows the different permission groups which correspond to the different menus in System Maintenance > Configure System Settings > Security > Security Roles > Menus

Each menu access permission is laid out in a file explorer-style folder tree. The table shows the menu along with the file tree path you must click to reach the menu access option

The table also provides a description of each menu access option along with notes about any interdependencies between menu access/permissions. Finally, the table shows which menu access options apply to which security roles using the following legend:

D = Driver

LM = Logistics manager

SM = Service manager

T = Technician

Required, regardless of your organizational structure
Optional, depending on your organizational needs and structure
Not applicable or not recommended for that role
Menu Sub-Menu/ Path/ Option Description D LM SM T
Accounts Receivable Customer Information

Enables a user to view, create, and edit a customer record in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission must be enabled
View Customer Information

Enables a user to view a customer record in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission must be enabled
Counter Deliveries & Pickups > Delivery Console

Enables the user to access the pickup and delivery tickets menu options in FleetLogic and SRM

Note: Requires the FleetLogic Dispatcher permission to be enabled
Deliveries & Pickups > Pickup Console

Enables the user to view and edit pickup tickets in SRM and FleetLogic 

Note: Requires the FleetLogic Dispatcher permission to be enabled
Deliveries & Pickups > Delivery/ Pickup Dispatch

Enables the user to view and edit delivery tickets in FleetLogic and SRM

Note: Requires the FleetLogic Dispatcher permission to be enabled
Deliveries & Pickups > Delivery/ Pickup Report

Enables the user to view tickets in the FleetLogic web application

Note: Requires the FleetLogic Dispatcher permission to be enabled
Miscellaneous Invoices

Enables the user to create and edit miscellaneous invoices in SRM and Sales Invoices in the FleetLogic web application

Notes

  • The FleetLogic Dispatcher permission, and the Document Inquiry menu option must be enabled
  • This is an additional paid feature with its own separate fees
Inquiries > Document Inquiry

Enables the user to view work orders and invoices in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission must be enabled
Inventory Control Sales Inventory

Enables the User to edit a part in SRM or the FleetLogic web application

Note: The FleetLogic Dispatcher permission, and the Document Inquiry menu option must be enabled
Rental Inventory

Enables the user to edit an asset in SRM or the FleetLogic web application

Note: The FleetLogic Dispatcher permission, and the Document Inquiry menu option must be enabled
Detailed Inventory Inquiry

Enables the user to view the lists of assets and parts in SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher permission must be enabled
Work Orders Work Orders

Enables the user to view and edit work orders in the SRM and the FleetLogic web application

Note: The FleetLogic Dispatcher and/or FleetLogic Mechanic permissions must be enabled
Reverse Work Order Invoices Enables the user to reverse work order invoices and reopen a work order in SRM only
Document Reprints > Print Work Orders Enables the user to reprint a work order in SRM only
Document Reprints > Print Work Order Invoices Enables the user to print a work order invoices in SRM only
W.O. Reports > Work Order Report Enables the user to view the details of a work order in SRM only
W.O. Reports > Open Work Orders Enables the user to view the open work order list in SRM only
W.O. Reports > Backorder Report Enables the user to view the list of parts parts on back order in SRM only
W.O. Reports > Work Order Detail Report Enables the user to view the work order report with all parts labour and service details available in SRM

Next Steps

About Users in FleetLogic   Create a Security Role in SRM for a FleetLogic User
 

 

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