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User Permissions

This article goes through the permissions available for users in Weighsoft

Written by Noel

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:

  1. Hover on Administration

  2. Click on Users

  3. Click on the 3-line menu in the top-right

  4. Click on Users Permissions Listing

  5. Select a permission from the drop-down menu

The system will then display a list of every user that has that permission enabled.

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