Roles

Roles define a selected set of permissions. Each role contains the set of permissions necessary to perform a specific type of role within an organisation. Users are regularly assigned one or more roles to allow them to perform their tasks.

info

Administrators can create or remove roles as needed.

The tables below describe the current list of permissions and describe how they are used.

List data & default values

Permission	Description
Delete items from system lists	User has permission to delete items from system lists.
Create new system list items	User has permission to add items to the system lists.
Print system list reports	User can print system lists.
View the system lists tab and the default values tab	User can view see the system lists and default values in the Settings.
Edit system list items and default values	User can change items in the system lists and their default values.

Properties

Permission	Description
View properties page	User has permission to view the properties page.
View properties	User can view individual properties.
Edit properties	User can update information related to properties.

Quotes

Permission	Description
Delete quotes	User can delete quotes from Quotes.
Set quote amounts	User enter quote amounts when editing quotes.
Create quotes	User can create quotes in Quotes.
View quotes page	User can navigate to the Quotes list.
Download/Print quotes	User can download and print quotes (when print functionality is available).
View quotes	User can click quotes to open them in a popup or in a new tab.
Sign off on quotes	User can mark quotes as acceptable and ready to send from the quote editor.
Edit quotes	User can update existing quotes.

Roles security

Permission	Description
Assign roles to users	User edit other user accounts in Settings | Users and update the roles they have.
Delete user-created roles	User can remove roles that have been added to the system by users from Settings | Roles.
Create new roles	User can create new roles in Settings | Roles.
Print role reports	User will be able to generate reports when they're available.
View the role settings tab and role details	User can navigate to the Settings | Roles page and open the roles.
Update roles	User can save changes to roles.

Reporting

Permission	Description
Print management reports	User can navigate to the Reporting tab and generate reports.

Sales

Permission	Description
Attach documents to sales	Obvious.
Delete sales	User can delete analysed sales. Sales imported from the VG cannot be deleted.
Create new sales	User can analyse sales.
Print sale reports	User can export sales to CSV or PDF.
View and search for sales	Obvious.
Update sales	Obvious.

System

Permission	Description
Manage email templates	User is permitted to update email templates in the system settings.
View event logs	User is permitted to see event logs throughout the system.
Is a valuer role	Users with this role will appear in lists of valuers.
Send free-typed emails from within the system	Users can send emails using the email editor.
Not permitted to sign in	Users with this role will not be able to log into the system. However, they can appear in lists and associated with jobs.
See the reports menu	Users with this role can access the reporting page.
See the sale menu item	Users with this role can access the sales page.
See the settings menu	Users with this role can access the settings page.
View the system settings tab	Users with this role can access the system settings.
Update the system settings	Users with this role can update the system settings.
Upload files to the system	Obvious.
See the valuation menu item	Users with this role can access the valuations page.

Users

Permission	Description
Deactivate users	Obvious.
Create new users	Obvious.
Print user reports	Obvious.
View the user settings tab and user details	Obvious.
Update user details	Obvious.

Valuations

Permission	Description
Unlock files being edited by other users	When a user edits an attached file by clicking the Edit button, the file is marked as locked. A user generally can't unlock files locked by other users, but assigning this permission to a user's role allows them to do that.
Delete invoices	Obvious.
Create and update invoices	Obvious.
Change invoice dates	Users with this role can edit the date of an invoice, allowing for backdating.
View and search other users' valuations	Generally, users can only see valuations that they're involved in. This permission gives them the ability to see all valuations.
Edit other users' valuations	Generally, users can only edit valuations that they're involved in. This permission gives them the ability to edit all valuations.
Attach documents to valuations	Obvious.
Delete valuations	Obvious.
Create new valuations	Obvious.
Print valuation reports	Obvious.
View and search for valuations	Obvious.
Sign off on valuations	Obvious.
Update valuations	Obvious.