Overview
Permissions and security groups control the levels of access and functionality available to a user. By default, users belonging to the System administrator, Owner, or Manager security groups can configure permissions and security groups provided that the "Can configure security groups" permission is enabled.
Security group impact on license type
The impact of permissions in a security group will differ between user license types. Here's how permissions impact the user based on their license type:
Desk | Affected by all permissions except for those indicated for the mobile app. |
Field | Affected only by permissions indicated for the mobile app. |
Contractor | Affected only by permissions that impact the use of the contractor portal, including the ability to perform tasks, upload documents, and create assets. |
Customer | Can only access the customer portal, for which there are no specific permission controls. |
Security groups vs Permissions
In Uptick, permissions are set within security groups, and the level of access a user has is exclusively based on the security groups they belong to. This means you cannot set permissions for a single specific user, and instead control the permissions of the security group. You can assign multiple security groups to users without limitation.
How permissions are set
The tick boxes on each permission controls what users can/can't do. If the user belongs to just one security group, these permissions are absolute. However if the user belongs to multiple groups, then the user will have all permissions granted to them across all the security groups combined.
To grant/deny permissions for a whole category, you can click all/none. This option is also available at the very top of the permission list to grant/deny all permissions across every category.
Permissions for mobile users
Some permissions are applicable to mobile users, which are indicated with a mobile phone icon next to the permission.
Security groups
Your server has default security groups already set up but users can adjust the permissions within these groups to their needs, or otherwise create additional groups and assign them to users.
Edit existing security groups
Go to Control Panel > Security Groups
Click edit next to the security group
You'll be taken to the security group, where you can set your desired permissions, then click Save Group to commit the changes.
Create custom security groups
Go to Control Panel > Security Groups
Click Create Group
Type the name of the new group, then click Save Group
You'll be taken to the new group, where you can set your desired permissions, then click Save Group to commit the changes.
Terminology
Permission categories
Most permission categories have names that are directly associated with what they control (i.e. permissions under the Clients category controls what users can do with clients in your server). For any categories that need further explanation, see the table below.
accounts | Controls what the user can do with user accounts on the server. |
billing | Controls permissions with regards to billing, invoicing, and accounting partner connection. |
issuance | Controls whether or not the user the ability to dispatch task related documentation. |
notes | Controls whether or not users can create, update, or delete entries in the knowledge base. |
quoting | Controls permissions pertaining to defect quotes only. |
siteconfig | Controls access to the control panel, and insights and reports. |
Permission glossary
Use this table to help you understand the language used in certain permission settings.
Add/create | The ability to create or add a new item. |
Change/update | Whether or not users can make changes or updates. |
Configure | Whether or not users can alter settings. |
Delete | Whether or not users can delete items. |
View/see | Whether or not users can view or see an item. |
Approve/unapprove | Whether or not users can approve or unapprove items . |
Asset library | Relates to control panel configurations relating to asset types and assets. |
Partner | Relates to the accounting partner.
NOTE: Partner permissions related to products, suppliers, and purchase orders are only applicable to Quickbooks. |
List | Whether or not users can see the applicable listing page . |
Caution | Hover the mouse over this word to see important information regarding the risks of granting this permission. |