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
(Time Entries) 

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
(use job list) 

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
and Equipment lines

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
Category Change

Also enforced in Time Entry Billing screen

Add/Edit Service lines

Document Entry - Service Line Entry

 

Edit of others Notations

Notations - 
Allow Edit of ALL 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