Security Group objects identified

NOTE: You are setting access rights for that object – not for selection of that object via other entry screens.

For example, if setting Read Only access for the Client Group object – this would restrict users that are members of this security group to only be able to view the Client Group subgrid and not create any new client groups. This does not restrict selection of the client group within a Client entry screen.

NOTE: If the object is a “child” of another object, the “child” will only ever have at maximum the rights of the “parent”

Only access rights set for a “child” less or equal to the rights of the “parent” will take effect

Access rights set for a “child” that are greater than the rights of the “parent” will not take effect.

For example, the following is the structure of a workorder entry screen’s rights

If you have set Read Only access to the Workorder root object for a security group, even if you set Read/Write access to any of the child objects – Read / Write access will be ignored as the Workorder root object access right takes precedence.

Whereas if you want users to be able to not be able to edit who was scheduled in Scheduled Users subsection of a workorder, set the Object.WorkorderItemScheduledUser to Read Only.

And if you do not want users to be able to create a new workorder from the Service navigation pane, set the Object.WorkorderService to Read Only but you want the users to be able to edit an existing workorder, set Object.Workorder to Read/Write


Internal Object	What is affected by the security level set

Object.Client	Clients grid and Client entry screen
Object.ClientGroup	Client Group subgrid
Object.ClientServiceRequest	Client Service Request grid and entry screen
Object.Contract	Contract grid and Contract entry screen
Object.ContractRate	ability to select rate in Contract entry screen
Object.DispatchZone	Dispatch Zone subgrid
Object.Global	Global Settings screen
Object.GridFilter	Filter Drop List and saved Filters
Object.HeadOffice	Head Office grid and Head Office entry screen
Object.LoanItem	Loan Item grid and Loan Item entry screen
Object.LocalizedText	Localized Text grid and locales entry screen
Object.Memo	Memo grid and Memo entry screen
Object.Notification	Notification Subscriptions grid and selection; Notification Delivery Log (last 7 days) grid
Object.Part	Part grid and Part entry screen
Object.PartAssembly	Part Assembly subgrid
Object.PartByWarehouseInventory	Part Inventory grid
Object.PartCategory	Part Category subgrid
Object.PartInventoryAdjustment	Part Inventory Adjustment grid and entry screen
Object.PartWarehouse	Part Warehouse subgrid
Object.Priority	Priority subgrid
Object.Project	Project grid and entry screen
Object.PurchaseOrder	Purchase Order grid and entry screen
Object.Rate	Rate subgrid
Object.RateUnitChangeDescription	Rate Unit Change Description subgrid
Object.Region	Region grid and entry screen
Object.Report	Report Templates grid and Print ability from all grids and entry screens
Object.ScheduleableUserGroup	Schedulable User Group entry screen
Object.ScheduleableUserGroupUser	Schedulable User Group entry screen
Object.ScheduleForm	Schedule screen
Object.ScheduleMarker	Schedule Marker entry screen
Object.SecurityGroup	Security Group grid and entry screen
Object.ServiceBank	Service Bank subgrid and ability to apply Labor to a client or a unit's Banked Service
Object.Task	Task entry screen
Object.TaskGroup	Task entry screen
Object.TaskGroupTask	Task entry screen
Object.TaxCode	TaxCode subgrid
Object.Unit	Unit grid and entry screen
Object.UnitMeterReading	Unit Meter Reading subgrid
Object.UnitModel	Unit Model grid and entry screen
Object.UnitOfMeasure	Unit of Measure subgrid
Object.UnitServiceType	Unit Service Type subgrid
Object.User	User grid and entry screen
Object.UserCertification	User Certification entry screen and User Certification menu option in Users entry screen
Object.UserCertificationAssigned	in conjunction with Object.UserCertification

Object.UserSkill	User Skill entry screen and User Skill menu option in Users entry screen
Object.UserSkillAssigned	in conjunction with Object.UserSkill
Object.Vendor	Vendor grid and entry screen
Object.Workorder	service workorder, quote and preventive maintenance order entry screens NOTE: access given to this affects all Object.WorkorderItem type objects which are children of Object.Workorder
Object.Workorder.Close	Close checkmark field in Service Workorder entry screens Example of use: you do not want users of a certain security group to be able to Close a workorder until you yourself as mgmt have checked it. As a closed workorder can not be edited by anyone once closed
Object.WorkorderCategory	Workorder Category subgrid
Object.WorkorderItem	Workorder item section of a service workorder, quote and preventive maintenance
Object.WorkorderItemLabor	Labor section of a service workorder, quote and preventive maintenance
Object.WorkorderItemLoan	Loans section of a service workorder, quote and preventive maintenance
Object.WorkorderItemMiscExpress	Misc Expenses section of a service workorder
Object.WorkorderItemOutsideService	Outside Service section of a service workorder
Object.WorkorderItemPart	Parts section of a service workorder, quote and preventive maintenance
Object.WorkorderItemScheduledUser	Scheduled Users section of a service workorder, quote and preventive maintenance
Object.WorkorderItemTask	Tasks section of a service workorder, quote and preventive maintenance
Object.WorkorderItemTravel	Travel section of a service workorder, quote and preventive maintenance
Object.WorkorderItemType	Workorder Item Type subgrid
Object.WorkorderPreventiveMaintenance	Preventive Maintenance navigation pane and grids
Object.WorkorderQuote	Quote navigation pane and grids
Object.WorkorderService	Service navigation pane and grids
Object.WorkorderService.CloseByDate	Close By Date field in the Service Workorder entry screen Example of use: if mgmt is subscribed to be notified if a workorder is not closed by a certain time period and you do not want your staff to change the Close By Date
Object.WorkorderStatus	Workorder Status subgrid