Company | |
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Manage Company Settings |
Gives a user access to the settings icon at the top right
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Manage Student Curriculum |
Create and add Training Hub courses
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Manage MX Hub Settings |
Users with this permission will gain access to Maintenance Hub settings and be able to make changes.
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Manage Inventory Hub Settings |
Users with this permission will gain access to Inventory Hub settings and be able to make changes.
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Manage QBO Settings |
Users with this permission will be able to manage QBO mappings and settings.
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View People Reports | |
View Scheduling Reports | |
View Billing Reports | |
View Aircraft Reports | |
View Work Order Reports |
Users with this permission will gain access to reports for work orders, work items, work logs, logbooks, etc.
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View Inventory Reports |
Users with this permission will gain access to reports for parts, inventory, etc.
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View Curriculum Reports | |
Can Create Reports & Dashboards |
This permission allows a user to create/edit new reports and dashboards in the self service reporting section for users with the Advanced Reporting Add-On. Users without this permission will still be able to view reports and dashboards that have been shared with them.
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Users | |
Add New Users | |
Approve New Users |
When people signup remotely, users with this permission can review their registration and approve them for access.
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View All Users & Groups |
Can view all users and groups as well as notes, endorsements, and checkouts for a user.
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Manage All Users |
Can edit all user profile, photo, account settings, notifications, notes, documents, endorsements, aircraft checkouts, etc.
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Add & Manage All Groups |
Can add groups and edit settings of groups.
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Communication | |
Send Mass Emails | |
Manage Company Notices |
Can create, edit, and delete all company notices posted to the dashboard.
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View All Users Contact Info |
Can search for other users by name to look up basic contact information.
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Resources (Aircraft, Instructors, Staff Pilots, Equipment)
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Manage Resources |
Create, Edit, and Delete Aircraft, Instructors, Staff Pilots, Meeting Rooms, and Equipment. Includes permission to edit all related information associated with these resources.
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View Resource Profiles |
Read-only access to active aircraft and instructor profiles.
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Scheduling - Basic | |
View the Schedule |
Read only access to the visual schedule and resource availability.
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Schedule My Own Reservations |
Create and edit reservations for myself, subject to any scheduling restrictions you define.
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Delete My Own Reservations |
Can cancel my own reservations, subject to cancellation restrictions you define.
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Manage My Own Availability | |
Edit My Own Work Schedule |
Allows the user to edit their own work schedule if they are an instructor or staff pilot.
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Scheduling - Advanced | |
Make Reservations for All Users | |
Edit All Users Reservations | |
Delete All Users Reservations | |
Manage Availability For All Users | |
Override Reservation Errors |
This permission allows the override of certain exceptions during the booking process. It is recommended for scheduling personnel you'd like to grant more flexibility.
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Create/Edit/Delete Past Reservations |
Allows users to make changes or delete historical reservations. Leaving this unchecked helps preserve reservation history.
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View All Users Reservation Details |
Enables users to see the names and details of other users reservations on the schedule except for internal comments.
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Edit Internal Comments |
Add and edit internal comments on reservations. Only applies to reservations the user has permission to edit.
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Can be Double-Booked |
Enables the selected user(s) or instructor(s) to be booked for a standard reservation and a standby reservation at the same time.
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Edit All Work Schedules |
Allows the user to edit all instructor or staff pilot work schedules.
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Dispatching & Flights | |
Dispatch Own Flights |
Dispatch and check in reservations I'm associated with.
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Dispatch All Users Flights | |
Override Dispatch Errors |
This permission allows the override of certain exceptions during the dispatching process. It is recommended for dispatching personnel.
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Authorize All Users Flights |
Users with this permission will be able to view all authorizations, select authorizing user, and provide authorization for all flights that require authorization.
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Edit Historical Flights |
Allows users to make changes to historical flights. Leaving this unchecked helps preserve flight record history.
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Delete Historical Flights | |
Check In Own Classes |
User with this permission will have the ability to check-in Classes where they are listed as the Class Instructor.
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Check in All Classes |
User with this permission will have the ability to check-in all Classes.
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Billing - Basic | |
View My Own Balance | |
View My Own Transaction History | |
Make Purchases on Account |
If you have the "Account" payment method activated, users with this permission are allowed to pay for things "on account". They can run up a negative balance with you to be paid later.
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Billing - Advanced | |
Access Billing Tab | |
Add Invoices |
Users with this permission will have the ability to create invoices in areas they have permission to access (Billing Tab, Reservations, and Transaction History).
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Manage Invoices |
Users with this permission will have the ability to Edit, Return/Refund, and Void/Delete Invoice in the areas they have permission to access (Billing Tab, Transaction History).
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Adjust User Account Balances | |
Add Credit/Debit Memos | |
Edit Auto-Generated Items |
Users with this permission will be able to edit the auto-generated items that are populated when an invoice is created from a reservation. This permission will overrule the permission to Edit Price & Discounts of Line Items in the instance that the invoice was created from a reservation.
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Edit Item Price & Discount |
At the time of sale, users can edit the price and or discount for a product or service added to an invoice.
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Add Fuel Reimbursement |
Users with this permission will be able to add a fuel reimbursement to an invoice
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Refund Surcharges |
Must have surcharges setup on payment types first
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Training Hub - Advanced | |
View All Student Enrollments | Users with this permission will be able to view student enrollments as well as add training to a reservation. |
Add Student Enrollments |
Users with this permission will be able to add new student enrollments. Users with this permission will be granted permission to View All Student Enrollments by default.
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Manage All Student Sessions |
Users with this permission will be able to edit training sessions for all student enrollments. Users with this permission will be granted permission to View All Student Enrollments by default.
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Add Previous Training to Student Enrollments |
Users with this permission will be able to add previous training to all student enrollments. Users with this permission will be granted permission to View All Student Enrollments by default.
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Manage All Student Enrollments |
Users with this permission will be able to edit enrollments for all students. Users with this permission will be granted permission to View All Student Enrollments by default.
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Add Student Graduations |
Users with this permission will be able to change a student enrollment status to Graduated. Users with this permission will be granted permission to View and Manage All Student Enrollments by default.
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Log All Student Sessions |
Users with this permission will be able to log sessions for all student enrollments. Users with this permission will be granted permission to View All Student Enrollments by default.
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Allow Session Logging without a Reservation |
Users with this permission will be allowed to log session from the student's course overview page as opposed to only being able to log a session from an existing reservation.
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Aircraft Squawks | |
Add Aircraft Squawks | |
View Aircraft Squawks | |
Delete Squawks | |
Add Grounding Aircraft Squawks | |
Manage & Close Squawks |
Recommended for maintenance personnel.
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Aircraft Maintenance | |
Manage Maintenance Reminders |
Users with this permission can create, edit, and delete maintenance reminders and maintenance templates.
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Edit Aircraft Times |
Users with this permission can edit aircraft times from the aircraft profile.
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View Maintenance Reminders |
Users with this permission have read-only access to maintenance reminders.
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View Maintenance-Only Reminders |
The ability to view Maintenance-Only Reminders should be set for anyone with the need to view non-airworthiness reminders that support maintenance operations.
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Work Orders | |
View Work Orders |
Users with this permission will gain access to the work orders module, including viewing work order details. Without it, users will still be able to see work order numbers listed throughout the system, but will not be able to view work order details.
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Create Work Orders |
Users with this permission will be able to create new work orders.
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Edit Work Orders |
Users with this permission will be able to edit information about any given work order, including status, name, etc.
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Delete Work Orders |
Users with this permission will gain the ability to delete work orders.
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Manage Logbook Entries |
Users with this permission will gain access to create, update, and delete logbook entries.
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Work Items | |
Create Work Item |
Users with this permission will be able to create ad hoc work items within work orders or on maintenance reminders.
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Edit Own Work Items |
Users with this permission will be able to edit all fields on any work item for which they are assigned.
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Edit All Work Items |
Users with this permission will be able to edit all fields on any work item regardless of assignment.
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Delete Own Work Items |
Users with this permission will be able to delete any work item for which they are assigned.
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Delete All Work Items |
Users with this permission will be able to delete any work item regardless of assignment.
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Assign Work Items to Self |
Users with this permission will be able to assign themselves to any work item in the system.
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Assign Work Items to Others |
Users with this permission will be able to assign any user to any work item in the system.
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Manage Attachments on Work Items |
Users with this permission will be able to add or remove attachments on work items.
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Manage Work Item Links |
Users with this permission will be able to manage links on work items.
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Work Logs & Notes | |
Create Work Logs & Notes |
Users with this permission will be able to create new work logs and notes.
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Edit Own WOrk Logs & Notes |
Users with this permission will be able to edit their own work logs and notes.
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Edit All Work Logs & Notes |
Users with this permission will be able to edit any work logs and notes.
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Delete Own Work Logs & Notes |
Users with this permission will be able to delete their own work logs and notes.
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Delete All Work Logs & Notes |
Users with this permission will be able to delete any work logs and notes.
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Time Tracking | |
Create & Edit Own Ad Hoc Time Entries |
Users with this permission will be able to manually add new time entries to work items and work orders, as well as be able to edit their own time entries created manually.
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Create & Edit Own Timer Time Entries |
Users with this permission will be able to start and stop timers, which generate time entries on work items and work orders, as well as be able to edit their own time entries created by timers.
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Create & Edit All Ad Hoc Time Entries |
Users with this permission will be able to edit all time entries for all users regardless of how they were created.
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Delete Own Time Entries |
Users with this permission will be able to delete their own entries regardless of how they were created.
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Delete All Time Entries |
Users with this permission will be able to delete all entries regardless of how they were created.
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Stop All Timers |
Users with this permission will be able to stop other user's timers.
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Parts | |
Manage Part Requests |
Users with this permission will be able to create, edit, or delete part requests.
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Remove Parts |
Users with this permission will be able to document part removals on work orders and items.
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Inventory | |
View Inventory |
Users with this permission will gain access to the inventory modules, including viewing parts, stock records, and quantities.
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Create Inventory |
Users with this permission will be able to create new inventory records.
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Edit Inventory |
Users with this permission will be able to edit information about any given part, including name, part numbers, model numbers, stock records, etc.
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Delete Inventory |
Users with this permission will gain the ability to delete inventory records.
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Pick Inventory |
Users with this permission will be able to pick parts, print pick lists, and fulfill part requests.
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