Service Management Authorizations

Service Management ships with several authorization groups already defined. The groups are listed below with a brief description.

To add your own groups, use the Groups form.

To modify the list of forms or other objects that a group can access, or to modify its access permissions (read, write, etc.) for an object, use the Object Authorization for Group form.

Note: Forms can belong to more than one group.

Accounts Payable Group

These forms are needed by an Accounts Payable (A/P) clerk to review and pay vendor invoices.

Accounts Receivable Group

These forms are needed to manage the Order Invoicing and Customer Payment processes.

Adjust Transaction Cost

This group enables the user to see and adjust transaction cost in the Mobile App.

If you are assigned to this permission group, the Unit Cost field on the Planned Materials form and the Cost field on the Expense Entry form are displayed as editable fields.

Note: The Mobile App group is a subgroup of this group. Accounts or accounts under custom groups that are assigned to the Mobile App group are automatically granted access to the Adjust Transaction Cost group. To use the Adjust Transaction Cost group for a specific account, remove the Mobile App group from the Adjust Transaction Cost group. Alternatively, remove that account from the Mobile App group, or from custom groups that are assigned to the Mobile App group.

Adjust Transaction Pricing

This group enables the user to see and adjust the transaction pricing in the Mobile App.

If you are assigned to this permission group, the Unit Price field on the Planned Materials form and the Price field on the Expense Entry form are displayed as editable fields.

Note: The Mobile App group is a subgroup of this group. Accounts or accounts under custom groups that are assigned to the Mobile App group are automatically granted access to the Adjust Transaction Pricing group. To use the Adjust Transaction Pricing group for a specific account, remove the Mobile App group from the Adjust Transaction Pricing group. Alternatively, remove that account from the Mobile App group, or from custom groups that are assigned to the Mobile App group.

BOD Integration Group

These forms are used to lock down functions that are intended for use within the ERP when a BOD Integration is in place.

Contact Center Group

These forms are needed by employees who take phone calls and create incidents when customers report problems.

Contract Credit Override Group

These forms are used to bypass credit limits or credit holds for a customer when a rental contract item is checked out.

Contracts Group

These forms are needed by employees who are responsible for setting up and managing service contracts.

Credit Card Group

These forms are used by a user to accept credit card payments and analyze past credit card transactions.

Credit Field Update Group

This group provides the user access to update a customer's credit limit.

CRM Group

This group grants access to forms that are related to the Customer Relationship Management module.

Electronic Signature Authorization Group

This group allows users to designate which users have electronic signature authorization.

Enter Out of Date Range Group

This group allows the user to enter transactions that affect the Journal or General Ledger outside of the current accounting period.

Entity Forms Group

This group grants access to the financial forms typically required at an accounting entity level so that the user can review financial activity.

Exchange Integration Group

This group grants access to the connection between Microsoft Exchange and Service Management to correlate calendar data between the two.

Fixed Asset Group

This group grants access to the forms related to fixed assets.

General Codes Group

This group provides the user access to update general codes such as Billing Terms, Currency Codes, Tax Codes, and Reasons Codes.

General Ledger Group

These forms are needed by the controller to view financial statements and drill down to transactional detail.

Human Resources Group

This group grants access to the forms used for setting up new employees and managing departments, skills, certifications and other HR information.

Infor Administration Group

This group grants access to Infor administration.

Inspection Applicable - Allow Update Group

This group grants access to allow updating inspection applicable.

Internal Group

This group is used for internal purposes.

Inventory Group

These forms are needed to set up and manage items, warehouses, locations and other inventory related items.

Item Maint - Rev Track Group

These forms are needed to set up and manage items, warehouses, locations and other inventory related items.

Item Stockroom - Remote Insert Group

This group enables users to create item stockroom location records if needed in another site.

MGR - Accounts Payable Group

This group grants access to enable the user to manage the A/P parameters.

MGR - Accounts Receivable Group

This group grants access to enable the user to manage the A/R parameters.

MGR - Contact Center Group

This group grants access to enable the user to manage the Contact Center parameters.

MGR - Contracts Group

This group grants access to enable the user to manage the Contract parameters.

MGR - CRM Group

This group grants access to enable user to manage the CRM parameters.

MGR - General Ledger Group

This group grants access to enable the user to manage the Financial parameters.

MGR - Human Resources (HR) Group

This group grants access to enable the user to manage the HR parameters.

MGR - Inventory Control Group

This group grants access to enable the user to manage the inventory parameters.

MGR - Order Entry Group

This group grants access to enable the user to manage the service order and sales order parameters.

MGR - Purchasing Group

This group grants access to enable the user to manage the purchasing parameters.

MGR - Scheduling Group

This group grants access to enable the user to manage the scheduling parameters.

MGR - Warranty Tracking Group

This group grants access to enable the user to manage the asset and warranty parameters.

Mobile Add SroLine Group

These forms allow a mobile user to add an SRO line.

Mobile Add Unit Group

These forms allow a mobile user to add a Unit.

Mobile Adjust DateTime Group

These forms allow a mobile user to adjust the Date/Time of an appointment.

Mobile App Group

This group grants access to the APIs required for the Mobile App on iOS and Android to connect to ISM.

Mobile Service Group

These forms allow a mobile user to add a Service.

Order Entry Group

These forms are needed to work with the customers and to process sales orders and service orders.

Portal Admin Group

These forms are needed to set up a portal administrator.

Portal Data Admin Group

These forms are needed to set up a portal data administrator.

Posting Out of Current Period Group

This group enables the user to post Journal and General Ledger transactions outside of the current accounting period.

Purchase Requisitions Group

These forms are needed by a buyer to process Purchase Requisitions and Requests for Quotes.

Purchase Requisitions Approval Group

This group enables the user to approve a PO Requisition.

Purchasing Group

These forms are needed to work with vendors and to process purchase orders.

Reactivate Credit Card Authorizations Group

These forms are needed to work with reactivated credit card authorizations.

Scheduling Group

This group provides access to the Scheduling and Dispatching functionality.

Scheduling Public Filters

This group enables the user to set up and manage Partner and Task Filters that are used by other schedulers and dispatchers on the schedule board.

Scheduling Public Profiles Group

This group enables the user to set up and manage Service Schedule Profiles that are used by other schedulers and dispatchers on the schedule board.

Service Portal Group

This group enables the user to set up and manage the Service Portal.

Service Work Entry Group

This group enables the user to set up and manage the Service Work Entry.

Show Contract Pricing Group

This group enables the user to show the Contract Pricing in the mobile app.

Show Transaction Cost

This group enables the user to see the transaction cost in the Mobile App.

If you are assigned to this permission group, the Unit Cost field on the Planned Materials form and the Cost field on the Expense Entry form are displayed as read-only fields.

Note: The Mobile App group is a subgroup of this group. Accounts or accounts under custom groups that are assigned to the Mobile App group are automatically granted access to the Show Transaction Cost group. To use the Show Transaction Cost group for a specific account, remove the Mobile App group from the Show Transaction Cost group. Alternatively, remove that account from the Mobile App group, or from custom groups that are assigned to the Mobile App group.

Show Transaction Pricing

This group enables the user to see the transaction pricing in the Mobile App.

If you are assigned to this permission group, the Unit Price field on the Planned Materials form and the Price field on the Expense Entry form are displayed as read-only fields.

Note: The Mobile App group is a subgroup of this group. Accounts or accounts under custom groups that are assigned to the Mobile App group are automatically granted access to the Show Transaction Pricing group. To use the Show Transaction Pricing group for a specific account, remove the Mobile App group from the Show Transaction Pricing group. Alternatively, remove that account from the Mobile App group, or from custom groups that are assigned to the Mobile App group.

SM-Plus Outlook Group

This permission is required if the user wants to access the service data from within Microsoft Outlook.

Standard Forms Group

This group grants access to commonly used forms that allow the user to send emails, change their password, view reports and other miscellaneous tasks.

SX.e Integration Group

This group grants access to the forms used with the SX.e integration.

SX.e Integration Administration Group

This group grants access to more advanced forms used with the SX.e integration.

SX.e Integration API Group

This group grants access to more advanced forms used with the SX.e integration API.

System Administration Group

This group grants access to more advanced forms used to monitor users and set up system-wide settings and controls.

Warranty Claims Group

This group grants access to the warranty claims functionality.

Warranty Tracking Group

This group grants access to the Assets Management, which enables a user to manage the warranties and view the configuration of units.

Work Flows Group

This group grants access to the work flows functionality.