Setting Up Employees & Users | Security Options & Permissions

Every employee who is allowed to log in to Maintenance Pro can be assigned a specific account Type.

The account type can also be viewed from the Employee index.

Here are the different types of accounts:

• Owner – The designated owner of the organization with full access to all features. This role is set in the Organization Profile and cannot be assigned through the standard Employee Edit window. Only one Owner can exist per organization.
• Admin – Similar to the Owner account, with full access to all areas of the software.
• Standard – Users with a Standard account can have restricted access to certain areas of the software. When this type is selected, a permissions menu appears where specific access rights can be configured.
• Operator – An Operator user can be set up with either an email/password login or a username/password login. Operators can only view the Equipment Index screen and can create repair requests, update meters, add expenses, and record fuel transactions. They do not have access to Inventory, Reporting, or Work Orders.

Setting Permissions / Restrictions

When setting an account to the Standard type, user permissions can be modified using the available checkboxes.

• A checked box indicates the user is allowed to perform that specific function.
• An unchecked box means the function is restricted.
• You can also limit the locations and warehouses the user is allowed to access.
• These options are located toward the bottom of the edit screen.
• Any items left unchecked will not be accessible to the user.