The Service Manager security settings for the Security Groups assigned to individual Field Portal Users are listed in the table below. Please note this is not the security requirement for the Sage 300 User Account set in the Field Portal Configuration Utility.
Operation |
Security Setting |
Comment |
---|---|---|
Able to log in |
(No special requirements) |
Employee must be Active and Field Portal access enabled |
Access Schedule |
Resources – Use Time Entry Grid |
This is slightly different to Field Portal online where you had to have this setting to be able to log in, and there was no way to hide Time Entry features. |
View Job Details |
Document Entry - Allow |
This is different to Field Portal online where the Tree/Doc Entry view was separate to the simplified Job Detail screen. |
Create Job |
Copy Documents - Allow |
|
Edit Job Details |
Document Entry - Job Entry |
|
Add/Edit Phase, Billing |
Document Entry - Billing Entry |
|
Add/Edit Item lines |
Document Entry - Item Line Entry |
|
Change Item Location |
Document Entry - Change Item Location |
Also enforced in Time Entry Billing screen |
Change Item Category |
Document Entry - Allow Item |
Also enforced in Time Entry Billing screen |
Add/Edit Service lines |
Document Entry - Service Line Entry |
|
Edit of others Notations |
Notations - |
|
Can override price |
Document Entry - Allow Unit Price override |
|
Can see cost |
Document Entry - Show cost |
|
Price list change |
Document Entry - Allow Price list change |
|
See/Edit Secure Custom Fields |
Custom Fields - Allow edit of Secured Fields |
|