The below Security Profile descriptions are meant to be an overview of what a User assigned to that Security Profile will have access to. It is not meant to be an exhaustive list of all of the rights and privileges that a Security Profile may have. All of the below listed Security Profiles have access to the SOMAX Reports Module.
Custom Security profiles which are available to Enterprise Level customers are not covered here.
Package Level | Security Profile Name | Description |
Basic, Professional | Administrator | Administer the configuration and has access to all modules
|
Enterprise | Site Administrator | Administer the configuration for user’s site in the Enterprise and has access to all modules
|
Enterprise | Enterprise Administrator
| Administer the configuration all sites in the Enterprise and has access to all modules
|
Enterprise | Enterprise | View Only Access to metrics and reports for the Enterprise
|
Basic, Professional, Enterprise | Maintenance Manager | Add and Edit assets, preventive maintenance, work orders, work requests, Schedule work orders, Approve work request, create and Approve purchase requests |
Basic, Professional, Enterprise | Maintenance Staff | View assets, preventive maintenance, add work requests, add or complete work orders
|
Basic, Professional, Enterprise | Work Request
| Create and view Work Requests only
|
Professional, Enterprise | Purchasing Manager
| Add & Edit, Vendors, Parts, Purchase Requests, Purchase Orders and Process purchase orders, Add Work Request, View Work Orders |
Professional, Enterprise | Inventory
| Add and Edit Inventory, perform part issues, perform physical inventory, order, and receive parts |
Professional, Enterprise | Purchasing Approver
| Create and Approve Purchase Requests
|
Basic, Professional, Enterprise | Sanitation Manager
| Add and Edit assets, master sanitation schedule, sanitation jobs, verify sanitation jobs
|
Basic, Professional, Enterprise | Sanitation Staff
| View assets, master sanitation schedule, add sanitation request, jobs and complete sanitation jobs
|
Basic, Professional, Enterprise | Sanitation Request
| Create and view Sanitation Requests only
|
Professional, Enterprise | Requestor
| Create and View Work Requests and Sanitation Requests only
|
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