Roles and permissions
A person’s permissions come from their roles. A role sets, module by module, a level (view, create, edit, manage) and a scope (own items, own team, the whole company). Your company administrator assigns and adapts roles in Instellingen › Rollen: see Users, roles and permissions.
The templates and their families
Section titled “The templates and their families”The “Rights by role” tables in the guides group the templates into families:
| Family in the guides | Templates in Rollen | In brief |
|---|---|---|
| Administrator | Company Administrator, CEO / Owner | the whole office, users, roles, company settings, integrations and import |
| Manager | Operations Manager, Field Service Manager | all operations: planning, interventions, contracts, installations, technicians, hours, stock and vans; sees invoices but does not create them; not roles or automations |
| Planner | Dispatcher, Planner / Scheduler | schedule and assign interventions, customers and sites, parts and replenishment requests |
| Technician | Technician, Senior Technician | their own interventions in the Techniekers-app |
| Accounting | Accountant, Finance Manager | invoices, payments, credit notes, quotes and customers |
| Warehouse | Warehouse Manager, Warehouse Employee | items, storage locations, transfers |
| Sales | Sales Manager, Sales, Sales Representative, Directie | Service CRM, quotes and customers |
| Read only | Read-only Auditor | view, without acting |
| Mailbox | Mailbox User | the shared mailboxes |
A person can have several roles: their permissions add up.
What each family sees
Section titled “What each family sees”Key: ✓ sees the screen; ✎ can also create and edit; — no access. The technician does not appear: they work in the Techniekers-app.
| Screen | Admin | Manager | Planner | Accounting | Warehouse | Sales | Read |
|---|---|---|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Service Inbox | ✎ | ✎ | — | — | — | — | — |
| Planning | ✎ | ✎ | ✎ | — | — | — | — |
| Interventies | ✎ | ✎ | ✎ | ✓ | — | ✓ ¹ | ✓ |
| Onderhoud (contracts) | ✎ | ✎ | ✓ | — | — | — | — |
| Projecten | ✎ | ✎ | ✓ ² | ✓ | ✓ | ✓ | ✓ |
| Medewerkers & uren | ✎ | ✎ | ✓ | — | — | ✓ ¹ | — |
| Automatiseringen | ✎ | — | — | — | — | — | — |
| Klanten (customers) | ✎ | ✎ | ✎ | ✎ | ✓ | ✎ | ✓ |
| Locaties (sites) | ✎ | ✎ | ✎ | — | — | — | — |
| Installaties | ✎ | ✎ | ✓ | — | — | — | — |
| QR-meldingen | ✎ | ✎ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Paraatheid (parts) | ✎ | ✎ | ✎ | — | — | — | — |
| Magazijn (warehouse) | ✎ | ✎ | ✓ ³ | — | ✎ | — | ✓ |
| Busvoorraad (vans) | ✎ | ✎ | ✓ | — | ✓ ⁴ | — | — |
| Service CRM, Offertes | ✎ | ✎ | ✎ ⁵ | ✎ | — | ✎ | ✓ |
| Facturen | ✎ | ✓ | — | ✎ | — | ✓ ⁶ | ✓ |
| Rapporten | ✓ | ✓ | ✓ | ✓ | — | ✓ ⁶ | ✓ |
| Financieel overzicht | ✓ | — | — | ✓ ⁷ | — | ✓ ¹ | — |
| Archief | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Instellingen › Configuratie | ✎ | ✎ | — | — | — | — | — |
| Instellingen › Rollen | ✎ | — | — | — | — | — | — |
| Configuratie (administration centre) | ✎ | ✎ ⁸ | — | — | — | — | — |
| Aan de slag (getting started) | ✓ | ✓ | — | — | — | — | — |
¹ Directie only. ² The Planner / Scheduler also edits tasks. ³ The storage location plan only (Magazijnlocaties). ⁴ Warehouse Manager only. ⁵ Dispatcher only, for their own leads. ⁶ Sales Manager, Sales and Directie. ⁷ Finance Manager only. ⁸ The planning, safety and sites pages only.
Key actions
Section titled “Key actions”| Action | Who (supplied templates) |
|---|---|
| Create, assign and schedule an intervention | Administrator, Manager, Planner |
| Correct a report, edit a completed intervention, resend a report | Administrator, Manager, Planner |
| Create, post, send an invoice; payments; credit notes | Administrator, Accounting |
| Create the invoice from an intervention (Factuur maken) | Administrator, Accounting |
| Register and edit installations; QR codes and reports | Administrator, Manager |
| Manage maintenance contracts | Administrator, Manager |
| Create and manage projects | Administrator, Manager |
| Manage technicians; approve the team’s hours | Administrator, Manager |
| Manage leave | Administrator |
| Approve a van replenishment request | Administrator, Manager |
| Validate a stock transfer | Administrator, Manager, Warehouse, Senior Technician |
| Financial overview; account reconciliation | Administrator and Finance Manager; Directie view only |
| Automations | Administrator |
| Customer portal access for a customer | Administrator |
| Users, roles, company settings, integrations, import | Administrator |
| Configuration lists and set-up checklist | Administrator, Manager |
| Shared mailboxes (Mailbox) | Mailbox User |
When a change takes effect
Section titled “When a change takes effect”The server applies a new permission from the person’s next action. The application’s menus, however, change the next time they sign in.