User Management ~ Permission Matrix – FSI

The Permissions Matrix page in the Admin Console under User Management, controls role-based permissions across the system.

Dashboards & Notes Portal
Work Orders: main form, labor charges, materials, assignments, comments, attachments, scheduling, history, mass edit, etc.
Assets: asset records, contacts, meter readings, downtime, materials, attachments, transfers
Procedures and Procedure Scheduling
Companies: related records: contacts, contracts, materials, attachments
Asset Models
Requisitions and requisition mass-edit fields
Projects
Contracts
Materials and warehouse inventory functions
Space Manager / Shared Locations
Locations
Documents
Capital Planning
Flow

Modules can be configured to allow, or not, the ability to Create, View, Edit, and Delete within the module

For example,

Breakdown of what this Role has permission to do with Work Orders (WOs):

Work Order (Main Form): as full access to Create WOs; can only View & Edit WOs that are assigned to them and cannot Delete any WOs. Labor Charges if View is set to Owned the User will only be able to see their Labor Charges on a WO. Another example would be Assignments, if set to Owned they will only be able to view that they are assigned the WO.
Procedures: Cannot create (add) a Procedure on a WO, they can View the Procedure(s) and cannot delete a Procedure from a WO.
Labor Charges: Can create Labor Charges for themselves and others, only View & Edit their own Labor Charges and can delete all Labor Charges on the WO.
Assignments: this Role cannot Assign WOs to anyone, will only see that they are assigned and cannot Delete any assignments.
Saved Searches: can Create, View, Edit and Delete their own (Private Searches)
Saved Views: Can Create and View all but can only Edit and Delete their own (Private Views)

The Permission Matrix also includes toolbar quick action buttons on WOs:

June 2026

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