Choosing this enables or disables all related permission checkboxes in this section.

Allows user access to Receivables, Payments, and Deposits from the Invoicing module. The New Payment option in the Quick Menu is available.

Other tabs in the Invoicing module are available by adding the View Invoice permission.

Allows users to see Alerts in the Resource Center for Failed Bank Deposits.

Allows users to add Credit Memos.

Users must also have the View Accounts Receivable permission before accessing the Quick Menu to create Credit Memos.

Note: This permission is only displayed on the User Roles screen if the Electronic Payments for your system are enabled.

Allows users to access Process Electronic Payments in the Quick Menu and gives access to initiate electronic payments on existing invoices on behalf of customers.

Note: This permission is only displayed on the User Roles screen if the Electronic Payments for your system are enabled.

Allows users to see the Void option on the Payment screen.

Allows users to void customer electronic payments that have been initiated.

Note: This permission is only displayed on the User Roles screen if the Electronic Payments for your system are enabled.

Allows the user to see the Refund option on the Payment screen that allows them to refund customer electronic payments that have been processed.

Note: This permission is only displayed on the User Roles screen if the Electronic Payments for your system are enabled.

Allows the user to view the expiring electronic payment method alerts in the Alerts tab in the Resource Center.

Note: This permission is only displayed on the User Roles screen if the Electronic Payments for your system are enabled.

Allows the user to view rejected payment alerts in the Alerts tab in the Resource Center.

Allows users to edit fields related to customer billing.

Required to perform any of the following changes:

📖 If this permission is unchecked, these sections are read-only.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to delete Task and Email Activities they create, as well as any activity they are involved with.

Allows users to delete Appointments that they create.

Allows users to Bulk Delete Undelivered Emails from the Alerts tab of the Resource Center.

Choosing this enables or disables all related permission checkboxes in this section.

Allows the user to see and fully utilize the Administration screens accessed from the blue side menu.

To manage user roles, Manage User Roles permission must be enabled.

Allows users access to all modules of Aspire.

Branch Admins have admin level permissions for branch related data they are assigned to on their user details of their contact record.

Allows access to the Application subtabs: Advanced Search Formulas, Import Contacts and Properties in Administration.

Allows access to Notifications, and the Equipment tabs in Administration.

Allows the user to see the Export Type drop down when printing reports throughout modules in Aspire.

If permission is assigned, the user can export various file types such as Excel and Word.

If not assigned, the only export option is PDF.

Allows users to see the Budget tab under Application in Administration.

Allows users to create and edit budgets that help Key Performance Indicators (KPIs) compare Actual Performance vs. Planned Performance.

In the Reports module, allows users to see the Close Month option in the details menu within the End of Month report.

Allows the user to close a month in Aspire.

Allows users to view and edit routes without having access to any other Admin functions.

If the user has this permission, and no other Admin permissions, Manage Routes in the 3 dot menu is available in the Scheduling module.

Allows users to access the Opportunity Templates tab under Estimating in Administration.

Allows users to add, modify and delete custom fields on Property, Contact and Equipment screens.

Users without this permission can only modify custom fields on Property, Contact and Equipment screens as long as they have access to the modules the screens originate from.

Gives users access to the General Conditions Templates tab in Administration to create and modify General Condition Templates.

Allows users to access the User Management and User Roles tabs in Administration.

Allows users to change permissions associated with user roles. Additionally, allows users the ability to create new user roles.

Note: This permission only appears on the User Roles screen if your system has the Over Under Adjustment enabled by AspireCare.

Allows users to see the Adjust Over Under button on the Over Under Report to initiate the creation of adjustments to the over/under value for an opportunity.

Allows users to manage notifications at the system level for all branches.

Allows users to manage notifications at the branch level.

Allows users access to the Web Report Designer tab under Application.

This allows access to edit all account related report layout adjustments.

This permission will allow users to make Visit Checklist items mandatory if they have access to the service catalog.

Branch Admins would only have access to make items mandatory on branches they have access to.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to add contacts in both the Contacts module and in the Quick Menu.

Add Contact and either Edit All Contacts or Edit My Contacts would need to be added to the user’s permissions to edit a contact after creation.

This permission does not allow users to make contacts into users; permissions to complete this action would be System or Branch Admin or Add Crew Leader Contact.

Note: This permission does not include editing of Billing Contacts.

Allows users to edit contacts for which they are listed as the designated owner.

Users would not be able to edit any contact who is a billing contact on any property unless they also have the Edit Billing Contact permission. If they do not have this additional permission, Billing Contacts display as read-only in the Contacts module.

Users will be able to edit most contact information if they originally created the contact, they will not have access to the HR and Payroll sections of the Contact detail screen unless they also have System Admin or HR Admin permission.

If users that have Edit My Contacts need to add or edit Sales Scorecards for Employee Contacts, they need to also have either System Admin or Sales Manager permission.

Note: This permission does not include the ability to edit Billing Contacts.

Allows users to edit any contact regardless of who is listed as the owner on the Contact screen.

Users would not be able to edit any contact who is a billing contact on any property unless they also have the Edit Billing Contact permission. If they do not have this additional permission, Billing Contacts display as read-only in the Contacts module.

Users with this permission can change the Billing Contact in the Properties module.

Users would not have access to the HR Admin section of the Contact screen unless they also have System Admin or HR Admin permission.

If users that have Edit All Contacts need to add or edit Sales Scorecards to Contacts, they need to also have either System Admin or Sales Manager permission.

Allows users without a System Admin level role to create Crew Leader Contact records.

With this permission, users can create new contacts from New Contact in the Contacts module or from the Quick Menu.

When creating the contact, users can click Create User; when the user screen is displayed, the Roles field defaults to Crew Leader and is read-only. This ensures additional roles are not added.

Note that once the contact and user record have been saved, a user having only the Add Crew Leader Contact permission will not be able to go back and edit the record unless they also have Edit All Contacts or Edit My Contacts permissions.

Allows users to edit contacts that are assigned as Billing Contacts in Aspire.

Users who have Edit All Contacts or Edit My Contacts need to have this permission added if they need to manage or delete billing contacts in the Contacts module.

Enabling this permission also allows users to change Billing Contacts in the Properties module.

In the Contacts module, this allows users to add incidents to a contact record.

This section is displayed even if they do not have full access to the Human Resources section on an Employee Contact record, which requires either the HR Admin or System Admin permission.

Allows users to edit the Accounting Sync ID field in the Payroll section of an Employee Contact record.

Allows users to use Bulk Email Contacts in the Contacts module.

Allows users to use Send Customer Portal Invite under Bulk Actions in the Contacts module.

To use this permission, the Customer Portal must also be enabled under Configuration.

Allows users to import spreadsheets to Aspire under Administration for Contacts, Properties, Item Catalog and Vendors.

Allows users to see and make edits on the Required Fields tab in Administration ➡️ Application.

Allows users to delete contacts that do not have any history or active associations elsewhere in Aspire.

Allows users to update Employee Pins under a User's detail settings.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to select Approve and Purchase in the Equipment module for an equipment record.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to mark equipment as Disposed.

Users who have this permission will be able to select the Approve option in the Actions menu of the Equipment screen.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to mark equipment as schedulable and manage equipment within the Equipment Scheduling Board.

The user must also have View Equipment permission and Read Only Access to the Schedule Board or Full Access to the Schedule Board permission.

Allows users to use the Equipment tab in Administration.

Allows access to the Equipment module and all tabs within the module, except the Fuel Costs tab.

Allows users to add the In-Service Date on the Equipment screen under the 3 dot menu.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to manually mark equipment items as Out of Service on the Equipment tab in the 3 dot menu.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to specify the Purchase Date and Purchase Price in the 3 dot menu of the Equipment tab.

If the equipment has been Approved, setting this date changes the equipment status to Purchased only if the In-Service Date has not also been provided. If so, the status is set to In Service.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows the user to request equipment by creating new equipment records.

If the user has this permission, the New icon appears at the top of the Equipment tab.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows the user access to the Equipment module on the blue side menu to view equipment.

Allows users to access the Fuel Rates tab to define, edit and view fuel rates Aspire uses for calculating fuel cost.

If this permission is unchecked, users do not see the Fuel Rates tab.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to access the Fuel Costs tab to view Fuel Cost data. This data displays records for meter readings taken on a piece of equipment showing the associated fuel cost since the last meter reading.

If this permission is unchecked, users do not see the Fuel Cost tab, even for those with Equipment Admin permission.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to delete equipment on the equipment details screen under the 3 dot menu.

The user must also have View Equipment or Equipment Admin permission to access the Equipment module.

Allows users to modify the Service Cost and Service Hours fields on the Service Log tab.

If this permission is not checked, these fields are read-only, even for those with Equipment Admin permission.

Allows users to create equipment inspections.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to save Opportunity Estimates as Opportunity Templates by displaying the Save As Template option in the 3 dot menu on the estimate detail screen.

Once the template has been saved, it is available for editing by someone with System Admin or Branch Admin permission. It is also available by division when creating new opportunities.

The Edit Templates permission does not allow a user access to the Configuration screens.

Allows users to add one-time items to estimates. These are items that do not exist in your item catalog and are added to the current estimate, only.

Allows users to select and use the New One Time Item item name when adding items to estimates.

Users must also have permission to create or edit opportunities and estimate items for this permission to function as intended.

Those permissions could be any of the following: Add Opportunity, Edit My Opportunities, Edit All Opportunities, View Opportunities, and Edit Estimate Item.

Allows users to see Manage Estimate Custom Columns on the Estimating tab in Administration.

Users would be able to add, remove or modify custom columns that appear on the Estimate details screen.

Allows users to add General Conditions to a work order estimate or to modify General Conditions previously added to the work order estimate.

On the Service Details screen of an estimate, users can see the Override Pricing option in the 3 dot menu.

This allows them to override pricing markup percentages for Labor, Material, Equipment, Sub and Other categories pulled from the pricing table.

Users can also override the net profit percent on each service of an estimate. These changes will apply to the current estimate only.

Allows users to edit opportunity items on an estimate. They can also change factors and the cost on the Service Item Details screen.

If they need to reduce the hours on a labor item's factor for a kit, Maximum % to Reduce Hours must be configured and enabled.

Users must also have permission to create or edit opportunities and estimate items for this permission to function as intended.

Those permissions could be any of the following: Add Opportunity, Edit My Opportunities, Edit All Opportunities, View Opportunities, and Edit Estimate Item.

For more permission access when estimating, Allow One-Time Items and Allow Negative Item Quantity should also be considered.

Allows users to add One-Time Items from estimates into the Item Catalog. With this permission, the Add to Catalog checkbox is visible.

Maximum % to Reduce Hours

Item specified as a percent (i.e. 10%).

When creating or modifying an opportunity estimate, setting this percent limits users to be able to reduce the hours.

This is based on the set hours for labor items’ factor for a kit.

Users must also have permissions to View Opportunities, and Add Opportunity or Edit Opportunities; and must have Edit Estimate Items permission to edit items on an estimate.

Allows users to change the invoice type of opportunity services in Fixed Price Open Billing Work Order Estimates.

This allows individual services within this work order type to be billed on a time and materials basis.

Allows users to win jobs when the total in the payment schedule does not match the estimated dollars on the opportunity.

Normally when a job is won, Aspire requires the payment schedule for fixed price contracts be equal to the dollar amount estimated.

Allows users to adjust overall pricing for an opportunity. Give this permission on either the service level by adjusting service price for all services or the kit item level by adjusting individual item costs.

Adjust Service Pricing and Adjust Kit Item Cost options become available in the 3 dot menu of an estimate.

Allows negative item quantities within an estimate for change orders on work order opportunities.

If this permission is not checked, Aspire ignores any negative symbol entered and prevents the entry of negative numbers.

To effectively use this permission, users must also have Add Opportunity, and either Edit My Opportunities, Edit All Opportunities, View Opportunities, or Edit Estimate Item.

Maximum % to Reduce Price

When creating or modifying an opportunity estimate, setting this percent limits users to be able to reduce the pricing for a service on the Estimate screen relative to the original pricing on the service.

Allows users to select Pay Code Overrides from the drop down on the Service Details screen.

To effectively use this permission, users must also have an opportunity edit permission enabled like: Edit My Opportunities, Edit All Opportunities, View Opportunities, or Edit Estimate Items.

Allows users to make Visit Checklist Items mandatory for a specific opportunity instead of only at the service catalog level.

Will only appear if Visit Checklists are enabled at the system and branch level.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to print and export data in search lists.

Users will be able to access the Print Screen, and Export to Excel options in the 3 dot menu of Aspire’s modules.

When disabled, users can only view advanced search lists shared by others. The default search list remains unless a new one is set or an admin shares a new Default list.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to create new invoices. Gives users access to:

Allows users access to the Invoicing Assistant, Invoice Batches, Invoices, and Log Event tabs in the Invoicing module.

Allows users to print or email invoices from the Invoices tab. Allows users to print from the Invoice Batches tab.

Allows users to view email contacts in the Properties module on the property’s detail screen.

Allows users to see Pending Batches Alerts in the Resource Center.

Allows users to modify values on an invoice. If this permission remains unchecked, the invoice is read-only.

Allows users to complete batches.

Allows users to delete invoices. In order to delete invoices, users must also have the View Invoice and Edit Invoice permissions.

This displays Delete Invoice in the 3 dot menu when reviewing invoices.

Allows users to modify and resend invoices previously sent to customers.

This displays Void & Reset as an option in the 3 dot menu when reviewing invoices with a status of Sent.

Allows users to void and rebill Fixed Price Open Billing invoices in closed months.

Allows users access to the Reverse and Rebill Bulk Action option on the Invoice screen, allowing adjustments to invoices after the month has closed.

You must also have View Invoice and Edit Invoice permissions added to your user role to access this feature.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to create or edit Client Management KPI and Insight charts on the Aspire Dashboard.

Allows users to create or edit Completed Labor Efficiency KPI and Insight charts on the Aspire Dashboard.

Allows users to create or edit Forecast KPI and Insight charts on the Aspire Dashboard.

Allows users to create or edit Overhead Recovery KPI and Insight charts on the Aspire Dashboard.

Allows users to create or edit Profit & Loss KPI and Insight charts on the Aspire Dashboard.

Allows users to create or edit Sales Scorecard KPI and Insight charts on the Aspire Dashboard.

Allows users to configure Customer Issue and Insight KPIs on the Aspire Dashboard.

Allows users to configure the Sales Pipeline Insight on the Aspire Dashboard.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to create new opportunities from the Property Details screen.

To do this, users must also have the View Opportunity permission.

Allows users to edit an opportunity for which they are assigned as the Sales Rep.

Users must also have View Opportunity to access opportunities to edit.

If the user has View Opportunity but no edit opportunity permission, the opportunity is read-only from the Property Details screen or from the Opportunity module.

Allows users to edit opportunities regardless of the assigned Sales Representative.

To make edits, users must also have either View Opportunities or View Only My Opportunities, to access opportunities.

Allows users to delete opportunities that have a status of Lost, or those with incomplete estimates.

Allows users to see Delete Opportunity in the 3 dot menu of the estimate.

📑To learn more about opportunities, read Restricting Property and Opportunity Access with User Role Permissions, here.

Allows users to view the Opportunities module and Opportunities.

With this permission, users can also see Opportunities on the Property Details screen, as well as on the Work Ticket screen.

Allows users to only view opportunities where they are listed as the Sales Representative.

Allows users to see and select Won for Contract opportunities from the 3 dot menu on the opportunity detail screen.

Users can see and select the Win Contract Change available on the 3 dot menu of Estimates.

Allows users to see Won in Bulk Actions of the Opportunities module.

Allows users to see and select Won for Work Order opportunities from the 3 dot menu on the opportunity detail screen.

Users can see and select Won available in the 3 dot menu of the Estimate screen for Work Order changes.

Allows users to see Won in Bulk Actions of the Opportunities module.

Allows the user to see and select Lost in the 3 dot menu of an opportunity, and also Lost in Bulk Actions in the Opportunities module.

Allows users to view, create and edit Sales Scorecards for other employees in the Scorecards section of contact records.

To edit the rest of the contact record sections, users would also need either Edit All Contacts or Edit My Contacts.

Allows users to initiate Contract Changes for Contract Opportunities and also for Change Orders for Work Order Opportunities.

On contracts, users can see Change in the 3 dot menu of a won opportunity. On work orders, users can see Add Change Order.

Allows users to change End Dates on opportunities that have Won, Pending Approval, or In Production status.

If this permission remains unchecked, and the Contract or Work Order is won, the End Date field for the opportunity is read-only.

Allows users to have read-only access to the Estimate screen for an opportunity.

This provides additional user access to estimates for those who have View Opportunities, but not Edit All Opportunities.

Allows users access to Renew in Bulk Actions of the Opportunities module.

Allows users access to Uncancel in the 3 dot menu on an opportunity.

Allows users access to the Job Dashboard within a Work Order opportunity.

Allows users access to Cancel in the 3 dot menu of a Contract opportunity.

Allows users access to Cancel in the 3 dot menu of a Work Order opportunity.

Allows users to edit the Schedule of Values (SOV) on Fixed Price Open Billing Work Orders that have been previously won.

Allows users access to Import in the 3 dot menu of the estimate screen for an opportunity.

Allows users to edit default pay codes in an opportunity's service details screen regardless of the ticket status. This helps avoid creation of a change order to update a pay code for a work ticket.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to see New Property in the Properties module and in the Quick Menu to add new properties.

Users with this permission must also have Change Assigned Property Branch enabled to save new properties with their required branch assignments.

📑To learn more about users editing their properties, please read Restricting Property and Opportunity Access with User Role Permissions, here.

Allows users to edit properties when they are assigned as the property Account Owner.

After the property is created, on the property screen, users can also access and use Takeoffs, Attachments, New Property Site Audit and New to add Contacts.

📑To learn more about editing properties, please read Restricting Property and Opportunity Access with User Role Permissions, here.

Allows users to edit any property, regardless if they are assigned as the property Account Owner.

After the property is created, on the property screen, users can also access and use Takeoffs, Attachments, New Property Site Audit and New to add Contacts.

Allows user access to Bulk Actions in the Properties module.

Allows users to set or change the branch for a property in the property detail screen.

Users with this permission must also have Add Property enabled to save new properties with their required branch assignments.

📑To learn more about viewing properties, please read Restricting Property and Opportunity Access with User Role Permissions, here.

Allows users to view all properties regardless of who is listed as the property Account Owner.

📑To learn more about users viewing their properties, please read Restricting Property and Opportunity Access with User Role Permissions, here.

Allows users to view properties that they are listed as the property Account Owner of.

Allows users to see only opportunities tied to their properties.

Allows users to access and edit Site Audits.

If this permission remains unchecked, Site Audits remain read-only.

Allows users to add new Companies.

Allows creation of a Company on a contact record.

Allows users to edit Companies.

To use this permission, users must also have View Companies enabled for their user role.

Allows users to view companies and see the Companies tab on a property record.

They can access the Company hyperlink from a property detail screen.

Allows users to search for companies in the blue side menu.

Allows users to view the Auto Expenses section on the Companies screen.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to view the Purchasing module and all Purchasing tabs.

Allows the user to create Purchase Receipts in the Purchasing module and also in the Quick Menu.

Allows users to access and use Receive and Receive Partial in the 3 dot menu of a Purchase Receipt.

Allows users to access and use Approve in the 3 dot menu of a Purchase Receipt.

Allows users to access and use Delete Receipt in the 3 dot menu of a Purchase Receipt.

To use the Delete Receipt feature, Purchase Receipts must not be back ordered and must not be in New status.

Allows users to access and use Unapprove in the 3 dot menu for Purchase Credits and Purchase Receipts.

Allows users to access and use Add Purchase Credit on the Purchase Receipt tab.

Allows users to edit the Daily Plan Report tab in the Purchasing module and view on the Visit Details screen in the Scheduling module under Edit Visit.

Allows users read-only access to the Inventory Locations tab, Inventory Location details, and the Allocations screen.

Allows users to edit and view the Inventory Locations tab, create and view Inventory Location details, and make changes on the Allocations screen.

Allows users to substitute items assigned to the same branch and item category in the Work Ticket or Purchasing Assistant screens.

To use this permission in Aspire, users must also have the following permissions:

View Properties or View Only My Properties, View Opportunities or View Only My Opportunities, Read Only Access to Schedule Board or Full Access to Schedule Board, Add Receipt, or View Purchasing, which allows item substitution in the Purchasing Assistant.

This permission is only available when the Enable LandscapeHub Integration system setting is selected in Configuration.

Allows users to see Submit to LandscapeHub in the 3 dot menu of Purchase Receipt detail screen to submit New purchase receipts created in Aspire to LandscapeHub.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to see and access the Reports icon in the blue side menu.

You must also select View Drill Down Reports or any report permission for the reports icon to appear.

Displays Equipment Utilization report.

Allows users to view revenue on property detail screens.

To view properties, users must have either View Properties or View Only My Properties enabled for their user role.

Allows users to view the Job Dashboard that summarizes operation information on costs, and profitability for won Work Order opportunities.

Allows users to view the End of Month report within the Reports module.

Allows users to access the View Complete Work Profit and Loss report within the Reports module.

Allows users to view the Profit and Loss report within the Reports module.

Allows users to view the Profit and Loss Monthly report within the Reports module.

Allows users to view the Operations Scorecard report within the Reports module.

Allows users to see all Pivot Reports in the Reports module.

To access the Pivot Report details in the Reports module, users must also have permission for each specific Pivot Report.

Allows users to view and customize the Hours Pivot Table.

Users must also have View Pivot Table Reports.

Allows users to view and customize the Purchases Pivot Table.

Users must also have View Pivot Table Reports.

Allows users to view and customize the Sales Pivot Table.

Users must also have View Pivot Table Reports.

Allows users to view and customize the Work In Progress report.

Users must also have View Drill Down Reports-Work In Progress enabled for their user role.

Allows users to view and customize the Work Tickets Pivot Table showing all work tickets with budget and actuals.

Users must also have View Pivot Table Reports.

Gives users access to view the A/R Aging Report.

Gives users access to view the A/R Aging Report.

Allows users to access the Tax Entity report in the Reports module.

Allows users access to drill-down details within reports.

To access drill down details, users must also have permissions enabled for each specific report.

Allows users access the Auto Expense report.

Users must also have View Drill Down Reports.

Allows users to view and customize the Certifications report.

Users must also have View Reports and View Drill Down Reports.

Allows users to view and customize the Clock Time report.

Users must also have View Reports and View Drill Down Reports.

Allows users to view and customize the Construction WIP Adjustments.

Users must also have View Reports and View Drill Down Reports.

Allows users to view and customize the Contract Renewals drill down details.

Allows users to view and customize the Employee Clock Time report drill down details.

Allows users to view and customize the Employee Incidents report drill down details.

Users must also have View Drill Down Reports.

Allows users to view and customize the Invoice Revenue to Costs report.

Allows users to view and customize the Opportunity Service report.

Allows users to view and customize the Profit and Loss Tickets report.

Allows users to view and customize the Property Route Assignments report.

Allows users to view and customize the Revenue Over Under report.

Allows users to view and customize the Route Snow Planner Report.

Allows users to view and customize Sales Commission report drill down details.

Allows users to view and customize Site Audits report drill down details.

Users must also have View Drill Down Reports.

Allows users to view and customize Sub Ticket/Expense Exception report drill down details.

Allows users to view and customize Time Entry report drill down details.

Users must also have View Drill Down Reports.

Allows users to view and customize the Weather Events report drill down details.

Users must also have View Drill Down Reports.

Allows users to view and customize the Work In Progress report drill down details.

Allows users to view and customize the Work Ticket Transaction report drill down details.

Allows users to view and customize the Work Ticket Visits report drill down details.

User must also have View Drill Down Reports.

Allows users to view the Equipment Inspections report.

Users must also have the View Drill Down Reports.

Allows users to view the Work Ticket Item Sourcing report.

Allows users to view the Rolling Budget report.

Allows users to view and customize the Mobile Forms report.

Allows users to see the Equipment Utilization report.

Allows users access to the Audit report.

Allows users access to view the Visit Checklists report.

Allows users access to the Employee Overtime Report.

Allows users to access and edit Inventory Allocation Reports

Allows users access to the Work in Progress (Work Orders) report.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to modify existing submittals.

Allows user to update submittal details, attach files, and update statuses.

Allows users to view all submittals and download attachments in Aspire, regardless of the Submittal Status.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users to view the HR, Payroll, and Scorecard sections within a Employee contact detail screen.

If the user needs to edit these sections, they must also have either Edit All Contacts or

Edit My Contacts enabled for their role.

To create and edit Scorecards, users must also have the Sales Manager permission enabled for their role.

HR Admin permission is further restricted by the user’s Branch access.

Allows the user to access the Weekly Time Review tab as long as they also have either Approve Time or Unapprove Time enabled for their role.

To access the Scheduling module, users must also have either Read Only Access to Schedule Board or Full Access to the Schedule Board.

Allows users to see employee time for routes that they are listed as Manager for in Weekly Time Review.

To access the Scheduling module, users must also have either Read Only Access to Schedule Board or Full Access to the Schedule Board.

To access details in Weekly Time Review, users must also have Approve Time enabled for their role.

Allows users to access Weekly Time Review and allows access to approval of time entries.

To view and approve any employee’s time, regardless of branch, users must also have View All Time enabled for their user role.

To view and approve only their branch employee’s time, users must also have My Reports enabled for their user role.

Allows users to export Time Entry information to their accounting system by displaying Export and Export All Employees in Bulk Actions on the Weekly Time Review tab.

To access details in Weekly Time Review, users must also have Approve Time and either View All Time or My Reports enabled for their role.

Allows users full access to Aspire's mobile app.

Allows users to access Weekly Time Review and allows access to unapproval of Time Entries.

To view and unapprove any employee’s time, regardless of branch, users must also have View All Time enabled for their user role.

To view and approve only their branch employee’s time, users must also have My Reports enabled for their user role.

Allows users to have Branch specific read-only access to the Payroll section for an employee contact.

If users need to edit the Payroll section for an employee on their branch, they must also have HR Admin enabled for their user role.

Allows users the ability to view and use the Run Inova Labor Burden True-Up function on Weekly Time Review.

You must activate Calculate Actual Labor Burden from Inova before you can view this permission.

Users would also need HR Admin to view Inova fields in Contact records.

Choosing this enables or disables all related permission checkboxes in this section.

Allows users read-only access to the Scheduling tab in the Scheduling module.

If users need to access the Weekly Time Review tab in the Scheduling module, they must also have either Approve Time, or View All Time enabled.

Allows access to view work tickets in the Work Tickets module.

Allow users full access to the Scheduling tab in the Scheduling module.

This displays the Work Ticket List in Scheduling for users to move work tickets to the schedule board.

Allows the user to access the work ticket details menu when right-clicking on a

visit plaque on a scheduled ticket.

Allows users to view and update work tickets in the Work Tickets module.

If users need to access the Weekly Time Review tab in the Scheduling module, they must also have either Approve Time, or View All Time enabled.

Allows users to organize job site visits for a day/route in the most efficient order possible based on your branch location to minimize drive time.

Allows users to cancel Work Tickets by displaying Cancel and Uncancel in Bulk Actions of the Work Tickets module or on the Work Ticket detail screen.

Allows users to manage routes and edit the route Crew Members and Properties.

Displays each Route name on the Schedule Board as a hyperlink to the Route screen to modify information associated with the route.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board to use this permission.

Allows users to complete Work Tickets by displaying Complete and Uncomplete on the Work Ticket details screen and under Bulk Actions in the Work Tickets module.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board to use this permission.

Allows the user to approve Work Tickets by displaying Approve on the Work Ticket detail screen and under Bulk Actions in the Work Tickets module.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board to use this permission.

Allows users to delete As Needed Work Tickets by displaying Delete As Needed Tickets on the Work Ticket screen or the Work Tickets module.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board to use this permission.

Allows users to swap services associated with As Needed Work Tickets by displaying Swap As Needed Tickets in the Work Ticket screen or under Bulk Actions in the Work Tickets module.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board to use this permission.

Allows users to complete per service work tickets for a portion of the work by displaying the Partial Occurrence on the Work Ticket detail screen or under Bulk Actions in the Work Tickets module.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board or System Admin permission to use this permission.

Allows the user to move data from one work ticket to another by displaying Swap Work Ticket Data in the 3 dot menu of Work Ticket detail screen, or from the vertical 3 dot menu in Time Entry.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board or System Admin permission to use this permission.

Allows users to change budgeted hours and revenue that were established on the estimate for a work ticket by displaying Edit Budgeted Hours and Revenue in the 3 dot menu on Work Ticket detail screen.

To use this permission, Work Tickets can not be Complete or Canceled.

Users must also have either Full Access to Schedule Board or Read Only Access to Schedule Board or System Admin permission to use this permission.

Allows users to bulk email Work Tickets by displaying Email in the Bulk Actions menu of the Work Tickets module.

Allows the users to override the total cost on a work ticket by displaying the Override Total Cost in the 3 dot menu of the Work Ticket details screen for Open or Scheduled tickets.

When costs have been overridden on a work ticket, users will also have Undo Override Total Cost with this permission.

Allows users to use Edit Earned Revenue in the 3 dot menu of the Work Ticket details screen for tickets that aren’t canceled.

Allows users to change the amount of revenue has been earned for the ticket

in any given month to more closely match reality than the formula of Actual Cost/ Estimated Cost used by Aspire.

Allows users to use Trigger Auto Expense Creation in the 3 dot menu of the Work Tickets module for selected work tickets.

Allows users access to the Auto Expenses section in Companies detail screens and make edits

Allows users to use Route Scheduling in the 3 dot menu of the Scheduling module.

Allows users to view As Needed Exceptions in the 3 dot menu of the Scheduling module.

Allows users to access Schedule an Event in the 3 dot menu of the Scheduling module without having System or Admin permission on the Schedule Board.

Allows users to view the Dynamic Forecast screen in read-only format.

Allows users to edit the Dynamic Forecast screen. Users will also have to have View Dynamic Forecast added to their user role to view this screen.

Allows users to complete a T&M Work Ticket with a T&M Override less than the minimum charge.