Overview
A user's access in Weighsoft is controlled by the permissions enabled on their user profile.
To view and manage permissions, go to Administration, then Users, and select the required user.
Permissions Listing
Note: if you enable a permission and hit Save, the user will need to log out and back in to Weighsoft in order for the new permissions to take effect
Site access
Controls where a user is allowed to log in.
Permission | Description |
Site Login | Allows the user to log into the main Weighsoft website. |
Service Login | Allows login for service and integration access. |
Mobile Login | Allows the user to log into the mobile app. |
Reports
Controls reporting and scheduling capabilities.
Permission | Description |
Schedule Reports | Allows the user to schedule reports to run automatically. |
Delete Scheduled Reports | Allows the user to delete scheduled reports. |
Report Admin | Grants administrative control over reports. |
Misc
Permission | Description |
Manage Message Queues | Allows the user to manage system message queues. |
Permissions
The main category, controlling functional access across the system.
User and security administration
Permission | Description |
Change Permissions | Allows the user to change other users' permissions. |
View User | Allows viewing user accounts. |
Create User | Allows creating new user accounts. |
Update User | Allows editing existing user accounts. |
Delete User | Allows deleting user accounts. |
Reset Password | Allows resetting user passwords. |
Change User Companies | Allows changing which companies a user is assigned to. |
Manage Web Portal Users | Allows managing customer and supplier web portal users. |
Admin Functions | Grants access to administrative system functions. |
System Settings | Grants access to system-level settings. |
Settings | Grants access to general settings. |
Move Records | Grants access to the Move Records page without full admin. |
Manage Mail Templates | Allows managing email templates. Off by default. |
Accounts and addresses
Permission | Description |
Update Account | Allows editing account details. |
Account Delete | Allows deleting accounts. |
Account On Stop | Allows placing or removing an account on stop. |
Update Address | Allows editing addresses. |
Address Delete | Allows deleting addresses. |
Address On Stop | Allows placing or removing an address on stop. |
Address Live Tag | Controls the address live tag feature. |
Unlink Account Address | Allows unlinking an address from an account. |
View Create New Account Address | Controls visibility of creating new account addresses. |
View Account Credit Control | Allows viewing account credit control information. |
Credit Extension | Allows granting credit extensions. |
Hide Account Log Access | Hides access to the account log. |
Delete Contact | Allows deleting contacts. |
Supplier Create Modify | Allows creating and modifying suppliers. |
Transactions
Permission | Description |
View Transactions | Allows viewing transactions. |
Update Transaction | Allows editing transactions. |
Update Transaction En Masse | Allows bulk editing of transactions. |
Delete Transaction | Allows deleting transactions. |
Allow Full Transaction Edit | Allows full editing of a transaction. |
View Transaction Postings | Allows viewing transaction postings. |
View Postings | Allows access to the postings page. |
Orders, jobs and quotes
Permission | Description |
Allow Creation Of Orders | Allows creating orders. |
Copy Orders | Allows copying orders. |
Material Order Delete | Allows deleting material orders. |
Skip Order Delete | Allows deleting skip orders. |
Change Job Payment Type | Allows changing a job's payment type. |
Allow Creation Of Jobs | Allows creating jobs. |
Allow Completion Of Jobs | Allows completing jobs. |
Delete Jobs | Allows deleting jobs. |
Deassign Vehicle Jobs | Allows deassigning jobs from vehicles. |
View Quotes | Allows viewing quotes. |
Delete Quote | Allows deleting quotes. |
Block Quick Quotes | Controls use of the Quick Quote modal. |
Allow Email Print Quotes | Allows emailing and printing quotes. |
Pricing
Permission | Description |
Create Update Prices | Allows creating and updating prices. |
Delete Prices | Allows deleting prices. |
Action Price Increases | Allows actioning price increases. |
Adjust Payment Price | Allows adjusting payment prices. |
Adjust Skip Prices | Allows adjusting skip prices. |
Adjust Material Prices | Allows adjusting material prices. |
Adjust Trade Prices | Allows adjusting trade prices. |
Adjust RMC Prices | Allows adjusting ready-mix concrete prices. |
Adjust Haz Prices | Allows adjusting hazardous waste prices. |
Price Show Values and Functions | Controls whether prices, values, and price functions are visible in the Account, Address, Weighbridge, Material, and RMC screens. |
View Prices In Weighbridge, Batch, Extra Charges, Account Address Orders | Controls where prices are visible across different screens. |
Weighbridge and vehicles
Permission | Description |
Weighbridge Ticket Delete | Allows deleting weighbridge tickets. |
Weighbridge Quick Order | Allows using quick order in the weighbridge. |
Prevent Changing WB Weights | Prevents a weighbridge user from changing weights. |
Manage Weighbridge Templates | Allows managing weighbridge templates. |
Manage Vehicles | Allows managing vehicles. |
Manage Drivers | Allows managing drivers. |
Edit Vehicle Checks | Allows editing vehicle checks (Fleeteye integration). |
Vehicle Communications | Grants access to the Vehicle Communications tab. Off by default. |
Manage Mobile Devices | Allows managing mobile devices. |
Finance
Permission | Description |
Manage Invoices | Allows managing invoices. |
Delete Invoices | Allows deleting invoices. |
View Invoices | Allows viewing invoices. |
View Payments | Allows viewing payments. |
Credit Note Authorize | Allows authorising credit notes. |
Purchase Invoice Authorize | Allows authorising purchase invoices. |
Refund Authorize | Allows the user to refund a payment. |
Cash Complete Without Payment | Allows completing a cash transaction without taking payment. |
Switch Payment Ticket | Allows switching a payment ticket. |
Hide Finance Dashboard | Hides the finance dashboard. |
Contracts and trade
Permission | Description |
Create Contract | Allows creating trade contracts. |
Update Contract | Allows updating trade contracts. |
Delete Contract | Allows deleting trade contracts. |
Delete Trade Template | Allows deleting trade templates. |
Allow Trade Transfer Bins | Allows trade bin transfers. |
Rounds and collections
Permission | Description |
Complete Rounds | Allows completing rounds. |
Reset Round | Allows resetting a round. |
Delete Round | Allows deleting a round. |
Add One Off Collections | Allows adding one-off collections. |
Schedule Work | Allows scheduling work. |
Allow Schedule Delete | Controls the schedule delete button on the reporting pop-up. |
Stock, batch and documents
Permission | Description |
Stock Control Admin | Grants stock control administration. |
Delete Stock Entities | Allows deleting stock entities. |
Batch Delete | Allows deleting batches. |
Batch Complete | Allows completing batches. |
Delete Documents | Allows deleting documents. |
Delete Images | Allows deleting images. |
Lookups, logs and other
Permission | Description |
View Lookups | Allows viewing lookups. |
Lookup Delete | Allows deleting lookups. |
View Logs | Allows viewing logs. |
View Recurrences | Allows viewing recurrences. |
View Reports and View Exports | Controls visibility of reports and exports. |
View Deleted Records | Allows viewing deleted records. |
View Non Ferrous | Allows viewing non-ferrous data. |
Non Ferrous Allow Sell Complete | Allows completing non-ferrous sell transactions. |
Location Change | Allows changing location. |
Edit Other User Events | Allows editing events created by other users. |
Check Report Updates | Allows checking for report updates. |
Delete and Apply External Messages | Controls deleting and applying external messages. |
Accept Reject Query Reconomy Jobs | Controls accepting, rejecting, and querying Reconomy jobs. |
Can Change CRM Status And Delete | Allows changing CRM status and deleting. |
Haz Order Item Copy Edit Delete | Allows copying, editing, and deleting hazardous order items. |
Hide RMC Mix Ward Add New Btn | Hides the add-new button on the RMC mix ward. |
Hide Fixed Mix Creation | Hides fixed mix creation. |
Allow RMC Order MCC Change | Allows changing the MCC on an RMC order. |
View Customer Order Spend Tracker | Allows viewing the customer order spend tracker. |
Show Digital Waste Tracking | Shows digital waste tracking. Off by default. |
Can Change Case Created By | Allows changing the Created By field on a case. Off by default. |
Review Permissions
If you want to see which users have a specific permission enable you can follow the below steps:
Hover on Administration
Click on Users
Click on the 3-line menu in the top-right
Click on Users Permissions Listing
Select a permission from the drop-down menu
The system will then display a list of every user that has that permission enabled.
