Permissions Options and Description.

Opportunities Module - enabling this allows a user to view the opportunities section and add/edit their own opportunities.

View and Edit all Opportunities - enabling this allows a user to modify any opportunity in any office for the account.

View and Edit Opportunities in assigned Office - enabling this allows a user to edit only the opportunities within their assigned office.

Bids Module - enabling this allows a user to view the bids section and add/edit their own bids.

View and Edit all Bids - enabling this allows a user to modify any bid in any office for the account.

View and Edit Bids in assigned Office - enabling this allows a user to edit only the bid within their assigned office.

Approve Bids - enabling this setting allows a user to be an authorized executive to approve bids, if required.

Print Bid/Job Documents - allows a user to view and print the job documents for any job within their office.

Receive Job Won Emails - PavementSoft issues a variety of email notifications. Enabling this option will notify the user when a job is won within the company.

Track Time Module - enabling this permission allows a user to view and edit the time tracking module to clock employees in and out.

Job Module - enabling this allows a user to view the job section and add/edit their own jobs.

View any Job - enabling this allows a user to view any job in the jobs table.

View Jobs in assigned Office- enabling this allows a user to view only jobs in their office in the jobs table.

Edit Viewable Jobs - enabling this allows a user to edit any viewable job (see above options for what jobs are viewable).

View Jobs Assigned to Crew - enabling this allows a user to only see jobs that are assigned to be completed by their crew.

View Job Financial Information - enabling this allows a user to see pricing and cost data for jobs.

Access Accountant Job Areas - this option allows the user to view and edit the ‘Accountant’ section of the dailies module.

Receive Job Status Emails - this option enables a user to receive updates to Job statuses for their jobs.

Schedule Module - enabling this allows a user to view the schedule.

View all Schedule Items - this option allows a user to see all items on the schedule.

View Office Schedule Items - this option allows a user to see only items on the schedule that are assigned to their office.

Edit Owned Schedule Items - this option allows a user to see only the jobs on the schedule that they created.

Create Schedule Items - this allows a user the ability to add a free-form item to the schedule (i.e. placeholder, or non-job item).

Remove or Edit viewable Scheduled Items - this allows a user to edit, modify, or remove items that they can see on the schedule.

Update Scheduled Item Status - this option allows a user to update the work order item status from the schedule.

To-Do Module - this allows a user to view the Notes/To-Do section of PavementSoft.

View all To-Do items - this allows a user access to see all Notes and To-Do items.

Dashboard Module - enabling this allows a user to view the dashboard overview.

View Company Dashboard - if this is enabled, a user can view the statistics for their entire company.

CRM Module - allows a user to view/access customer data (client, property, manager). Salespeople, Admins, and Executives should have this enabled.

Edit CRM Data - allows a user to add and edit customer data (client, property, manager). Salespeople, Admins, and Executives should have this enabled.

Merge CRM Data - this allows a user the ability to merge similar/duplicate customer data items.

Measure Tool Module - allows a user the option to utilize the measure tool.

View all Measure Projects - if this is enabled the user can view all saved measure projects in the measure tool.

Access Executive Reports - if this is enabled, the user can view Exectutive reports (profitability, sales, statistics, etc.).

Access Company Files - allows a user the ability to edit/upload/remove company files.

Import/Export Access - allows a user access to import or export company data.

QB Desktop Access - if this is enabled the user can connect to QB Desktop from PavementSoft.

Docusign Access - if this is enabled the user can connect and integrate with Docusign.

Hubspot Access - if this is enabled the user can connect and integrate with Hubspot to import/sync contacts across the platforms.

QB Online Access - if this is enabled the user can connect to QB Online from PavementSoft. This allows them to send info, etc.

View and Edit Company Info - this allows the user the ability to update company settings.

View and Edit Office Info - this allows the user the ability to update office settings.

View and Edit System Settings - this allows the user the ability to update administrative settings for the system.