About Security Groups: Schedule

Overview

The purpose of a security group is to restrict or limit access to various functions within Simpro Premium based on a user's role in your organisation. For example, the accounts department may not require access to quotes or pre-builds, or you can also limit the value of quotes or purchase orders issued by a particular user or user group.

Security groups are defined in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups.

The following security groups define whether the schedule can be accessed in Simpro Premium.

  • Enable: Select to allow access to Schedules A screenshot of a schedule icon with a grey calendar icon and an arrow. from the main menu. If the schedule is not enabled, it does not appear on the main menu. Without Enable selected, no other features under Schedule can be accessed.
  • Create Schedules: Select to allow creating new time blocks.
  • Delete and Modify Schedules: Select to allow deleting or modifying time blocks.
  • Lock/Unlock Schedules: Select to allow locking schedule blocks so they cannot be edited or unlock them.
    • Override Timesheets Locked for Payroll: Select to allow the user to edit timesheets that have been locked without needing to unlock them.
  • Approve Job Cards: Select to allow approving job cards for completed works.
  • View Timesheets: Select to allow access to employee and contractor timesheets.
    • Lock/Unlock Timesheets for Payroll: Select to allow locking and unlocking timesheets for payroll purposes.
    • Edit Clock On/Off Times: Select to allow editing clock on / off times submitted by technicians.
  • View Runsheets: Select to allow access to employee and contractor runsheets.
  • Unrestricted Zones: Select to allow scheduling employees regardless of their assigned zones.
  • Send SMS: Select to allow sending SMS schedule notifications to employees and contractors.
  • Send Outlook: Select to allow sending email appointments to employees and contractors outlook accounts.