Below is a list of possible roles (or privileges) that can be assigned to a Privileged User in ServicePRO.
Data Access Roles
Role Name | Role Description |
Data Analysis | The ability to generate, delete and customize reports in ServicePRO. |
Request View - All Transactions | The ability to view all transactions (updates, workflow changes, system generated updates) in the history of a service request. |
Request View - Full Summary | The ability to view all service request properties. |
Request View - Public Summary | The ability to view only public properties on a service request (reference number, title, status and time logged) |
Request View – Public Transactions | The ability to view only public transactions in the history of a service request. |
Request
Role Name | Role Description |
Manage – Delete Request | The ability to permanently delete a service request in ServicePRO. |
Manage – Performance Rating | The ability to rate the service received on a request on behalf of the requester. |
Manage – Purchase Approval | The ability to approve items for purchase on a purchase request. |
Manage – Purchaser | The ability to generate purchase orders and receive items ordered on a purchase order. |
Manage – Revise Memo | The ability to modify previously entered memos and the time worked on a service request. |
Workflow – Dispatch | The ability to route a service request to and from a dispatch folder to other queues you have access to. |
Workflow – Forward To | The ability to route a service request to a selected Organizational Unit or queue folder. |
Workflow – Move From | The ability to route a service request to another queue folder. |
Workflow – Pass Direct | The ability to set another Support Rep or Team as the owner of a service request. |
Workflow – Submit | The ability to add a new service request on behalf of another user. |
Workflow – Support Rep | The ability to update and/or take ownership of a service request. |
Workflow – Update | The ability to update a service request without the ability to take ownership of a service request. Also provides Workflow - Move From role automatically. |
End User Access
Role Name | Role Description |
Custom Fields – End User Access | The ability for the End User to access the Custom Fields section. |
System Management
Role Name | Role Description |
Access Control | The ability to grant or deny roles to a user or team (access to Role Based Access Module). |
Asset Administrator | The ability to create, modify, de-activate and delete assets. |
Data Analysis Designer | The ability to access the Report Designer to customize reports. |
ServicePRO Administrator | The ability to manage all ServicePRO objects excluding assets. |
Project Designer | The ability to design and modify project and quick request templates. |
Rule Designer | The ability to design and modify business rules. |
Custom Object Designer | The ability to design and modify fields for ServicePRO objects. |