Roles & Permissions Definitions

Fixably offers extensive Access Control. This document provides an explanation of each access control point.

Updated at October 21st, 2026

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Table of Contents

Alarms Apple remittance advices Appointments Background jobs Basket Customers Device models Devices Files Samsung IGSPN GSPN appointments GSPN part returns GSPN purchase orders GSPN service orders Samsung credit requests Apple GSX Internal transits Invoices Legacy service contracts Manifests Messages Order actions Order batch edit Order lines Order notes Order tasks Orders Price lists Products Reorder suggestions Purchase invoices Purchase orders Reports Service contracts Shipments SMS Stock quantities Stock traceability Stocks Support System settings User settings Users Vendors Vendor part returns Warehouse

Alarms

Permission	Description	Extra Comments
View alarms	User is allowed to access User Name Menu > Alarms
Create alarms	User is allowed to create a new Alarm	View Alarms Required
Delete alarms	User is allowed to delete an Alarm	View Alarms Required
Edit alarms	User can make changes to an Alarm	View Alarms Required

Apple remittance advices

Note: Apple remittance advice feature needs to be enabled

Permission	Description	Extra Comments
View Apple remittance advices	User can access Invoices > Apple Remittance Advices and open an advice and its lines
Create Apple remittance advices	User can create a new remittance advice	View Apple remittance advices required
Edit Apple remittance advices	User can edit the lines of a remittance advice	View Apple remittance advices required
Delete Apple remittance advices	User can delete a remittance advice	View Apple remittance advices required
Send remittance advice EDI to Apple	User can send the remittance advice to Apple as an EDI message	View Apple remittance advices required

Appointments

Note: Internal appointment scheduler needs to be enabled. GSX appointments are listed under Apple GSX.

Permission	Description	Extra Comments
View appointments	User can access the Appointments calendar and the appointments panel on the home screen
Create appointment	User can book a new appointment	View appointments required
Edit appointment	User can reschedule an appointment, change its customer and send a reminder	View appointments required
Cancel appointments	User can cancel an appointment or mark it as a no-show	View appointments required
Set appointment visited	User can mark the customer as arrived and receive the appointment into an order	View appointments required

Background jobs

Note: Background jobs are the imports, exports and other queued work shown in the status bar

Permission	Description	Extra Comments
View background jobs	User can see their own background jobs in the status bar, open a job's details and logs, and dismiss finished jobs
Cancel background jobs	User can cancel a queued or running background job from the status bar	View background jobs required
Retry background jobs	User can retry a failed background job from the status bar	View background jobs required

Basket

Note: Stocks module needs to be enabled

Permission	Description	Extra Comments
Use the stock product basket	User can collect stock products into the Basket and create a new order from its contents

Customers

Permission	Description	Extra Comments
View customers	User is allowed to view customers in the menu
Manage customer specific accounting settings	User is allowed to Manage customer specific accounting settings	View customers required
Add customer to group	User is allowed to Add customer to group	View customers required
Ban customer account	User is allowed to Ban customer account (portal)	View customers required
Create customer account	User is allowed to Create customer account (portal)	View customers required
Delete customer	User is allowed to Delete customer	View customers required
Edit customer	User is allowed to Edit customer	View customers required
Edit margin for customer	User is allowed to Edit margin for customer	View customers required
Remove customer account	User is allowed to Remove customer account	View customers required
Remove customer from group	User is allowed to Remove customer from group	View customers required
Remove customer's suspension	User is allowed to Remove customer's suspension	View customers required
Reset customer password	User is allowed to Reset customer password	View customers required
Unban customer account	User is allowed to Unban customer account (portal)	View customers required
Create customer	User is allowed to create a new customer	View customers required
Archive customer	User is allowed to archive a customer, or archive all customers matching the current list filters	View customers required
Unarchive customers	User is allowed to restore an archived customer	View customers required
Export customers	User is allowed to use the Export button in the customer list	View customers required
Import customers	User is allowed to use the Import button in the customer list	View customers required
Add deductible presets for insurance company	User is allowed to add deductible presets on an insurance company's customer card	View customers required, Edit customer required
Edit deductible presets for insurance company	User is allowed to edit the deductible presets of an insurance company	View customers required, Edit customer required
Delete deductible presets for insurance company	User is allowed to remove deductible presets from an insurance company	View customers required, Edit customer required

Device models

Note: Device Models feature needs to be enabled

Permission	Description	Extra Comments
View device models	User can access the Device Models module from the Navigation Sidebar > Other
Create device model	Device models are currently either automatically received from iGSPN (for Samsung devices) or imported directly to Fixably (for Apple devices). Users are able to create new device models.	View device models required
Edit device model	User can edit Device Model information	View Device Models Required
Import device models	User can use the Import Device models button	View Device Models Required

Devices

Note: Device Database feature needs to be enabled

Permission	Description	Extra Comments
View devices	User can access the Device Database module from the Navigation Sidebar > Other	Device Database feature needs to be enabled
Create device	User can create a new device via Import or from the Order View	View devices required
Delete devices	User can delete a Device record from the Device Database module from the Navigation Sidebar > Other	View devices required
Edit devices	User can Edit attributes for a Device that has already been created.	View devices required
Export devices	User can access the Export button in the Device Database module from the Navigation Sidebar > Other	View devices required
Import devices	User can access the Import button in the Device Database module from the Navigation Sidebar > Other	View devices required
View Blackbelt data for device	User can view the Blackbelt data for a specific device	View devices required, Blackbelt Integration Required
View device diagnostics	User can access Apple AST / Samsung Galaxy Diagnostic results from the Gear Menu on the Device on an Order.	View devices required, GSX/IGSPN Integration Required
View GSX details	User can see the Device information fetched from GSX	View devices required, GSX Integration Required
View device history	User can access the Device Order history form the Gear Menu on the Device on an Order.	View devices required
View Phonecheck data for device	User can view the Phonecheck data for a specific device	View devices required, PhoneCheck integration required
Create VMI for device	User can create a Device inspection for a specific device	View devices required, VMI Feature Required
View VMI for device	User can view the Device inspection for a specific device	View devices required, VMI Feature Required
Harvest device parts	User can use the Harvest parts option on a device to take working components off it, grade them and put them into a harvested stock. Creating a new harvest part number from that screen also requires Create product	View devices required, Part harvesting feature needs to be enabled

Files

Permission	Description	Extra Comments
View files	User can access Order Files

Samsung IGSPN

Note: Samsung IGSPN Integration needs to be enabled

GSPN appointments

Permission	Description	Extra Comments
View GSPN appointments	User can view Samsung GSPN appointments
Create GSPN appointment	User can create a GSPN appointment	View GSPN appointments required
Edit GSPN appointment	User can edit a GSPN appointment, cancel it and mark it as visited	View GSPN appointments required
Cancel GSPN appointment	Reserved for cancelling GSPN appointments. Cancelling currently uses Edit GSPN appointment	View GSPN appointments required
Set GSPN appointment visited	Reserved for marking GSPN appointments as visited. This currently uses Edit GSPN appointment	View GSPN appointments required
View GSPN in home appointments	User can access the GSPN In-Home Appointments list

GSPN part returns

Permission	Description	Extra Comments
View GSPN part returns	User can access Stocks > GSPN Part Returns and open a return, its parts and its history
Create GSPN part return	User can create a new GSPN part return, including from the returnable parts list	View GSPN part returns required
Edit GSPN part return parts	User can add parts and serial numbers to a return and remove parts from it	View GSPN part returns required
Confirm GSPN part return	User can confirm a part return for shipping	View GSPN part returns required
Cancel GSPN part return	User can cancel a GSPN part return	View GSPN part returns required
Delete GSPN part return	User can delete a GSPN part return	View GSPN part returns required
Print GSPN part return	User can print the part return documents, labels and signature pages	View GSPN part returns required

GSPN purchase orders

Permission	Description	Extra Comments
View GSPN purchase orders	User can access the Purchase Orders > GSPN Part Ordering module
View delivery orders for GSPN purchase orders	User can access the Purchase Orders > GSPN Delivery Orders module
View GSPN OFS purchase order	User can access the Purchase Orders > GSPN OFS Parts module
Create GSPN stock keeping purchase order	Allow user to create GSPN Stock Keeping purchase order	View GSPN OFS Orders Required
Export GSPN OFS purchase orders	User can export the OFS proposal from the Purchase Orders > GSPN OFS Parts module	View GSPN OFS Orders Required
Import GSPN OFS purchase orders	User can import a PO from the Purchase Orders > GSPN OFS Parts module	View GSPN OFS Orders Required
Create GSPN urgent purchase order	Allow user to create GSPN Urgent purchase order	View GSPN Purchase Orders Required
Dispatch GSPN purchase order	Allow users to dispatch parts from GSPN Parts Ordering page	View GSPN Purchase Orders Required
DOA GSPN purchase order	Allow users to set purchased part as DOA from Incoming Goods page	View GSPN Purchase Orders Required
Edit GSPN purchase order	User can edit a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Import GSPN purchase order	User can import a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Print GSPN purchase orders	User can print a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Receive GSPN purchase order	User can receive a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Refresh GSPN purchase orders	User can refresh pending POs from GSPN from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Replace part for GSPN purchase order	User can receive a PO from the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
View request logs for GSPN purchase orders	User can view logs in the Purchase Orders > GSPN Part Ordering module	View GSPN Purchase Orders Required
Create GSPN OFS purchase order	Allow user to create a GSPN OFS purchase order from the Purchase Orders > GSPN OFS Parts module	View GSPN OFS Orders Required
Import GSPN inbound delivery shipment details	User can import the shipment details file for a GSPN inbound delivery from the Incoming Goods page	View GSPN Purchase Orders Required

GSPN service orders

Permission	Description	Extra Comments
View GSPN repairs	User can view a previously created SO in the Order View
View request log for GSPN repair	User can view GSPN Logs
Add confirmed parts for GSPN repair	User can confirm multiple Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Cancel GSPN repair	User can use the "Cancel Service Order" button when the SO is opened in the Order View	View GSPN Repairs Required
Confirm all lines for GSPN repair	User can confirm multiple Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Confirm single line for GSPN repair	User can confirm individual Order Lines and send the parts to GSPN.	View GSPN Repairs Required
Create GSPN repair	User can create an SO from the Order View or via Macro	View GSPN Repairs Required
Create message for GSPN repair	User can use the "New Message" button when the SO is opened in the Order View	View GSPN Repairs Required
Create GSPN SAW repair	User can use the "SAW Request" button when the SO is opened in the Order View	View GSPN Repairs Required
Delete file for GSPN repair	User can delete Files from the Files tab when the SO is opened in the Order View	View GSPN Repairs Required
Download file in GSPN repair	User can download Files from the Files tab when the SO is opened in the Order View	View GSPN Repairs Required
Do full update for GSPN repair	User can use the "Full Update Form" button when the SO is opened in the Order View	View GSPN Repairs Required
Mark GSPN repair complete	User can use the "Mark Complete" button when the SO is opened in the Order View	View GSPN Repairs Required
Reallocate GSPN repair	User can use the "Reallocate Service Order" button when the SO is opened in the Order View	View GSPN Repairs Required
Sync customer for GSPN repair	User can use the "Update Customer Info from IGSPN" button when the SO is opened in the Order View	View GSPN Repairs Required
View GSPN repair history	User can view a previously created SO History in the Order View	View GSPN Repairs Required
Edit service type for GSPN repair	User can change the Service Type from Full Update Form > Job Info when the SO is opened in the Order View	View GSPN Repairs Required, Do Full Update for GSPN Repair Required
Escalate GSPN repair	User can escalate a GSPN repair and add estimate parts to the escalation	View GSPN repairs required
Accept cost estimate for GSPN repair	User can accept the cost estimate of an escalated GSPN repair	View GSPN repairs required
Reject cost estimate for GSPN repair	User can reject the cost estimate of an escalated GSPN repair	View GSPN repairs required
Create warranty claim for GSPN repair	User can create a warranty claim for a GSPN repair	View GSPN repairs required
Create warranty exception for GSPN repair	User can request a warranty exception for a GSPN repair	View GSPN repairs required
Create WER request for GSPN repair	User can create a WER request for a GSPN repair	View GSPN repairs required
Mark SAW handled for GSPN repair	User can mark a SAW as handled on a GSPN repair	View GSPN repairs required
Upload file to GSPN	User can sync the order's files to the GSPN service order	View GSPN repairs required
Update IRIS codes for GSPN repair	User can change the IRIS codes on a GSPN repair	View GSPN repairs required

Samsung credit requests

Permission	Description	Extra Comments
View Samsung credit requests	User can access Purchase Orders > GSPN Credit Requests module from the Navigation Sidebar
Add comment for Samsung credit request	User can add a comment to a Credit Request in from the gear menu in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Create Samsung credit request from DOA line	User can ceate a Samsung credit request from a DOA order line	View Samsung credit requests required
Edit status of Samsung credit request	User can use the edit the status drop down menu of a Credit Request in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Export Samsung credit requests	User can use the "Export" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Import Samsung credit requests	User can use the "Import" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required
Mark Samsung credit request handled	User can use the "Mark Handled" button in Purchase Orders > GSPN Credit Requests	View Samsung credit requests required

Apple GSX

Note: Apple GSX Integration needs to be enabled

GSX Appointments

Permission	Description	Extra Comments
View GSX appointments	Allows the user to View the GSX appointments through the Appt Scheduler
Cancel GSX appointment	Allows the user to cancel GSX appointments through the Appt Scheduler	View GSX appointments must be enabled
Refresh status for GSX appointment	Allows the user to refresh appointment information through the Appt Scheduler	View GSX appointments must be enabled
Set GSX appointment as arrived	Allows the user to set an appointment as arrived through the Appt Scheduler	View GSX appointments must be enabled
Set GSX appointment as no show	Allows the user to set an appointment as a no show through the Appt Scheduler	View GSX appointments must be enabled

GSX articles

Permission	Description	Extra Comments
View GSX articles	Allows the user to View GSX articles
Star GSX article	Allows the user to Star (Favourite) a GSX article	View GSX articles must be enabled
Unstar GSX article	Allows the user to Unstar (Unfavourite) a GSX article	View GSX articles must be enabled

GSX escalations

Permission	Description	Extra Comments
View GSX escalation	Allows the user to view GSX escalations in order view
Close GSX escalation	Allows the user to close GSX escalations in order view	View GSX escalation must be enabled
Create GSX escalation	Allows the user to create GSX escalations in order view	View GSX escalation must be enabled

GSX part returns

Permission	Description	Extra Comments
View GSX part returns	Allows the user to access GSX part returns and bulk returns, including the BASEL form and bulk return labels
Create GSX bulk returns	Allows the user to create a bulk return and look up pending return parts	View GSX part returns must be enabled
Edit GSX bulk returns	Allows the user to edit a bulk return	View GSX part returns must be enabled
Confirm GSX bulk returns	Allows the user to confirm the shipment of a bulk return	View GSX part returns must be enabled
Delete GSX bulk returns	Allows the user to delete a bulk return	View GSX part returns must be enabled. Currently listed as a second "Confirm GSX bulk returns" checkbox in the role editor.

GSX purchase orders

Permission	Description	Extra Comments
Edit GSX purchase order	Allows the user to edit a purchase order created through GSX, including its tracking numbers	View purchase orders must be enabled
Add products to GSX purchase order	Allows the user to add products to a GSX purchase order	Edit GSX purchase order must be enabled
Remove products from GSX purchase order	Allows the user to remove products from a GSX purchase order	Edit GSX purchase order must be enabled
Change prices on GSX purchase order	Allows the user to change line prices on a GSX purchase order	Edit GSX purchase order must be enabled
Change stock on GSX purchase order	Allows the user to change the receiving stock of a GSX purchase order	Edit GSX purchase order must be enabled
Change linked orders on GSX purchase order	Allows the user to change which orders a GSX purchase order is linked to	Edit GSX purchase order must be enabled
Change vendor on GSX purchase order	Allows the user to change the vendor of a GSX purchase order	Edit GSX purchase order must be enabled

GSX repairs

Permission	Description	Extra Comments
View GSX repairs	Allows the user to view GSX repairs
Approve GSX repair	Allows the user to Approve GSX repairs waiting for Approval	View GSX repairs must be enabled
Create GSX repair	Allows the user to create GSX repairs in order view	View GSX repairs must be enabled
Edit GSX repair	Allows the user to edit/update GSX repairs in order view	View GSX repairs must be enabled
Print GSX return label	Allows the user to print GSX return labels for part returns	View GSX repairs must be enabled
Run AST for GSX repair	Allows the user to run AST diagnostics for GSX repairs in order view	View GSX repairs must be enabled
View audit for GSX repair	Allows the user to view the GSX audit logs on the GSX repair	View GSX repairs must be enabled
View GSX repair details	Allows the user to view GSX repair details on the repair panel	View GSX repairs must be enabled
View request log for GSX repair	Allows the user to view the GSX API logs on the device card	View GSX repairs must be enabled
Add note to GSX repair	Allows the user to add a note to a GSX repair in order view	View GSX repairs must be enabled
Request Repair Mode from the customer through GSX	Allows the user to send the customer a request through GSX to put the device into Repair Mode	View GSX repairs must be enabled

Internal transits

Note: Internal Transits feature needs to be enabled

Permission	Description	Extra Comments
View internal transits	User can access the Internal Transits module from the Navigation Sidebar
Convert internal transit to draft	User can use the Convert shipment back to draft option when an Internal Transit is in Ready for Pickup status.	View Internal Transits is required
Create internal transit	User can create a new Internal Transit using the Create Transit button	View Internal Transits is required
Edit internal transit	User can use the Edit Shipment option (under the gear menu)	View Internal Transits is required
Move internal transit to in delivery	User can use the Move Shipment to In Delivery option (under the gear menu)	View Internal Transits is required
Receive internal transit	User can use the Receive Transit button or the Receive Transit option (under the gear menu)	View Internal Transits is required
Set internal transit as ready for pickup	User can use the Move to Ready for Pickup option (under the gear menu)	View Internal Transits is required

Invoices

Permission	Description	Extra Comments
Manage single invoices	User can view Single Invoices from the Navigation Sidebar > Invoicing module
Manage receipts	User can view Receipts from the Navigation Sidebar > Invoicing module
Manage voided invoices	User can view Void Invoices from the Navigation Sidebar > Invoicing module
Print invoices	The user is able to print invoices
Send single invoice	The user is able to email invoices to the customer	Manage single invoices required Messages > Send Email must be enabled to send from order
Mark single invoice paid	The user is able to mark single invoices as paid	Manage single invoices required
Void single invoice	User can mark an Invoice as void	Manage single invoices required
View Samsung reimbursements	Use can access GSPN Reimbursements form the Navigation Sidebar > Invoicing module	IGSPN Integration Required
Import Samsung reimbursements	User can Import an Excel file from Sasmung with Reimbursment data	IGSPN Integration Required
Mark Samsung reimbursement handled	User can mark Samsung Reimbursments as handled	IGSPN Integration Required
View Apple reimbursements	The user is able to view the Apple reimbursements in the left hand menu
Manage Apple invoices	User can mark Invoices in Apple Purchase Invoices as processed and paid	GSX Integration Required.
Import Apple reimbursements	User can Import the the Bill & Bill email Apple provides for Reimbursments in some regions	GSX Integration Required. Not available to tenants in the US, Canada and Australia (where Reimbursment invoices come via API)
Create credit invoice	The user is able to create a credit invoice	Manage single invoices required
Link credit invoice to debit invoice	The user is able to link a credit invoice to the debit invoice it credits, searching by order number	Manage single invoices required
Manage consolidated invoices	User can view Consolidated Invoices (including processed ones) from the Navigation Sidebar > Invoicing module	Consolidated invoicing feature needs to be enabled
Mark consolidated invoice paid	The user is able to register a payment on a consolidated invoice	Manage consolidated invoices required
Print consolidated invoices	The user is able to print a consolidated invoice	Manage consolidated invoices required
Export consolidated invoices	The user is able to export all or selected consolidated invoices	Manage consolidated invoices required

Legacy service contracts

Note: Only used by accounts on the legacy service contract feature

Permission	Description	Extra Comments
View legacy service contract	User can access the legacy Service Contracts list and view the service contract provider details on devices, customers and contracts
Create legacy service contract	User can import legacy service contracts	View legacy service contract required
Edit legacy service contract	User can edit a legacy service contract and its provider details	View legacy service contract required
Delete legacy service contract	User can remove a legacy service contract	View legacy service contract required

Manifests

Note: Manifests feature needs to be enabled

Permission	Description	Extra Comments
View manifests	User can access the Manifests module from the Navigation Sidebar
Create manifest	User can create a new Manifest using the Create Manifest button	View Manifests is Required
Create manifest document	User can use the Print option from Received Orders under Pending Manifests	View Manifests is Required
Edit manifest	Use can Edit a Manifest	View Manifests is Required
Export manifests	User can use the Export Manifests button under Processed Manifests	View Manifests is Required
Import manifests	User can create a new Manifest using the Import Manifest function	View Manifests is Required
Process manifests	User can receive items on a Manifest	View Manifests is Required
Delete manifest	User can delete an inbound or outbound manifest	View manifests required

Messages

Permission	Description	Extra Comments
Attach email to order	User is allowed to Attach email to order	View emails is Required
Create order from email	User is allowed to Create order from email	View emails is Required
Send email	User is allowed to Send email	View emails is Required/can be done from order view also
Toggle email read	User is allowed to Toggle email read	View emails is Required/can be done from order view also
View emails	User is allowed to View emails
View SMS messages	User is allowed to view the SMS inbox under Messages	SMS feature needs to be enabled
Attach SMS to order	User is allowed to attach an SMS message to an order	View SMS messages is Required
Toggle SMS read	User is allowed to mark an SMS message as read or unread	View SMS messages is Required
View WhatsApp messages	User is allowed to view WhatsApp conversations under Messages, assign a conversation to an order and mark it as read	WhatsApp feature needs to be enabled
Send Whatsapp	User is allowed to open a conversation and send WhatsApp messages	View WhatsApp messages is Required

Order actions

Note: Order Actions feature needs to be enabled

Permission	Description	Extra Comments
Create email	User can create an email from the Order Actions panel
Send estimate	User can send the cost estimate from the Order Actions panel
Verify	User can verify an order from the Order Actions panel

Order batch edit

Permission	Description	Extra Comments
Batch edit order custom field	User can modify Order Custom fields	Custom fields needs to be enabled. Order Custom Feld must have the Batch Edit setting turned on.
Batch edit order service partner	User can use the Service Partner option in Batch Edit	Service Partners feature must be enabled.
Batch close orders	Under the Save menu, the User can access the Close option
Batch create order notes	Use can use the Add Notes option in Batch Edit
Batch create new orders	User can use the New Order and Import options in Batch Edit
Batch create shipments	User can use the Create Shipment and Shipment Request options in Batch Edit
Batch dispatch orders	Under the Save menu, the User can access the Dispatch option
Batch edit order delivery method	User can use the Change Shipping Method option in Batch Edit
Batch edit order handler	User can use the Change Technician option in Batch Edit
Batch edit order location	User can use the Change service location option in Batch Edit
Batch edit order queue	User can use the Change Queue option in Batch Edit
Batch edit order reference	User can use the Customer Reference option in Batch Edit
Batch edit order status	User can use the Change Status option in Batch Edit
Batch edit tracking number	User can use the Tracking Number field under the Create Shipment option in Batch Edit
Batch receive orders	Under the Save menu, the User can access the Receive option
Batch release orders	Under the Save menu, the User can access the Order Ready option
Batch take assignment	Under the Save menu, the User can access the Take Assignment option
Batch edit service type	User can use the Change Service Type option in Batch Edit
Batch edit order tags	User can add or remove Order Tags in Batch Edit
Batch edit inbound tracking number	User can use the Inbound Tracking Number option in Batch Edit
Batch create public order notes	User can use the Add Notes option in Batch Edit to add a public (customer-visible) note	Batch create order notes required
Batch send email	User can use the Send Email option in Batch Edit
Batch send SMS	User can use the Send SMS option in Batch Edit	SMS feature needs to be enabled
Batch undraft orders	Under the Save menu, the User can access the Undraft option to activate draft orders	Currently listed as a second "Batch send SMS" checkbox in the role editor

Order lines

Permission	Description	Extra Comments
View order lines	User can see the Order Lines (Products) on an Order
Confirm order line	User can confirm an Order line in draft status. This action reserves any stockable parts on the Order	View order lines Required
Confirm all order lines	User can confirm multiple Order lines in draft status. This action reserves any stockable parts on the Order	View order lines Required
Create order line: product	User is able to add products and services to an order	View order lines Required
Edit order line	User is able to edit order line details	View order lines Required
Set new serial	User can add fill in the New / KGB Serial Number field on an Order Line	View order lines Required
Set old serial	User can add fill in the Old / KBB Serial Number field on an Order Line	View order lines Required
Create refund for order line	User can use the "Add Refund" option when Editing an Order Line	View order lines Required, Edit order lines required.
Delete draft order line	User can remove an Order Line that is still in draft status from an Order	View order lines Required, Edit order lines required.
Dispatch order line	User can Dispatch Order lines. This setting impacts both the edit menu on the Order line and the Dispatch option under the Shopping cart menu.	View order lines Required, Edit order lines required.
DOA order line	User can use the "Set DOA" option when Editing an Order Line	View order lines Required, Edit order lines required.
Change stock for order line	User can use the "Change Stock" option when Editing an Order Line	View order lines Required, Edit order lines required.
GPR order line	User can use the "Set GPR" option when Editing an Order Line	View order lines Required, Edit order lines required.
Set reported	User can use the "Report" option when Editing an Order Line that is currently marked as "Do Not Report"	View order lines Required, Edit order lines required.
Set unreported	User can use the "Do Not Report" option when Editing an Order Line	View order lines Required, Edit order lines required.
Undo dispatch	User can use the "Undo Dispatch" option for an Order Line that has been previously Dispatched. To See the option, the Order needs to be Open and In Service.	View order lines Required, Edit order lines required.
Create discount for order line	User can add use the Discount macros to modify the price of an Order Line	View Order lines Required. Discount macros required.
Delete discount for order line	User can remove the Discount product added by the Discount macros	View Order lines Required. Discount macros required.
Create order line: spare part	User is able to add spare parts to an order. Either this or Create order line: product lets the user open the add-line form	View order lines Required
Delete confirmed order line	User can remove an Order Line that has already been confirmed	View order lines Required, Edit order lines required.
Edit order line prices	Allows changing prices on order lines (products and services). Users without this permission can view order line prices but cannot modify them	View order lines Required, Edit order lines required.
Edit order line status	User can change the status of Order Lines, for example Collected, Pending Return or Ready for Collection	View order lines Required. Order line statuses feature needs to be enabled.
Reserve stock for order line	User can reserve stock when adding or confirming a part. Without it, parts from stock are added as Draft	From v26.43. View order lines Required. Stocks module needs to be enabled.
Allocated stock for order line	User can use the "Allocated" option in the Order Line menu	View order lines Required
Self-assign order line	User can assign Order Lines to themselves	View order lines Required
Toggle claim	User can use the Claim, No Claim, Goodwill and Pre-swap options on an Order Line	View order lines Required
Toggle extended warranty	User can mark an Order Line as covered by extended warranty, or remove the mark	View order lines Required
Set part as accidental damage	User can mark an Order Line as accidental damage	View order lines Required
Mark pending return to stock	User can mark an Order Line as pending return to stock	View order lines Required
Request part return	User can request a part return for an Order Line	View order lines Required
Print order line	User can print the part, collection and return label printouts for an Order Line	View order lines Required
Print labels	User can print labels for Part Requests. Product labels elsewhere need Print product label	View order lines Required. Only used by Part Requests.
Print label with QZ Tray	User can print Part Request labels with QZ Tray. QZ Tray product labels elsewhere need Print product label	View order lines Required. Only used by Part Requests. QZ Tray integration required.
Handle part requests for order lines	User can handle Part Requests in Stocks > Part Requests, including printing them	Part requests feature needs to be enabled
Handle return part requests for order lines	User can handle return Part Requests	Part requests feature needs to be enabled
View unassigned request details	User can see the details of Part Requests that are not assigned to them	Part requests feature needs to be enabled
View part request history	User can view the history of a Part Request	Part requests feature needs to be enabled
Mark allocated	User can mark a Part Request as allocated in Stocks > Part Requests	Part requests feature needs to be enabled
Change to Pending Purchase	User can move a Part Request to Pending Purchase in Stocks > Part Requests	Part requests feature needs to be enabled
Retrieve order line back to stock	User can use the "Retrieved" option to return a part from an Order Line back to stock	Part requests feature needs to be enabled
Reject part collection for an order line	User can reject the collection of parts for Order Lines	Part requests feature needs to be enabled
Release order line assignment	User can release the assignment of Order Lines	Part requests feature needs to be enabled

Order notes

Permission	Description	Extra Comments
Create order note (internal)	Allows users to create internal notes for orders.
Edit order note	Allows users to edit existing order notes.
Create order note (public)	Allows users to create public notes that the customer can see.
View order note	Allows users to view order notes, acknowledge them and email them.
Set order note status	Allows users to change the status of an order note.
Toggle order note reported status	Allows users to mark a note as reported or not reported.
Can Stick Note	Allows users to pin a note to the top of the order.
Can Unstick Note	Allows users to unpin a note.
Manage order note history	Lets the user review the previous versions of a note and permanently destroy their content.
Require order note acknowledgement	Lets the user flag a new note as requiring acknowledgement, so it interrupts everyone working the order until somebody confirms they have read it.

Order tasks

Permission	Description	Extra Comments
View order tasks	Allows users to view tasks on an order.
Edit order task	Allows users to change the tasks values in the order view.	Requires View order tasks permission
Remove order task	Allows users to remove task values in the order view.	Requires View order tasks permission
Reveal order task encrypted data	Allows users to view encrypted data within password type order tasks.	Requires View order tasks permission
Reveal order task encrypted data only on orders assigned to the user	Allows users to view encrypted data within password type order tasks, but only on orders where they are the handler. Reveal order task encrypted data grants it on every order.	Requires View order tasks permission

Orders

Permission	Description	Extra Comments
Charge order	Allows users to process payments for orders in the order view.
Close order	Allows users to close completed orders in the order view. This permission also controls the visibility of the Close Repair button.
Create order	Allows users to create new orders. This does not prevent users from creating orders using check-in macros.	Also enables/disables visibility of the New Orders button on the home dashboard.
Create buyback for order	Allows users to initiate a buyback process for an order.
Create CLC file	Allows users to generate Consumer Law Coverage forms for orders.
Create estimate	Allows users to create cost estimates.
Create estimate file	Allows users to create a PDF version of the cost estimate.
Create estimate XML file	Allows users to create an XML version of the cost estimate.
Create order file	Allows users to upload files to an order.
Create order note	Allows users to create new notes for orders.
Create WCR file	Allows users to generate Warranty Coverage Request forms for orders.
De-attach repair	Allows users to remove OEM repairs from an order.
Delete order	Allows users to delete orders from the system.
Dispatch order	Allows users to dispatch products on an order.
Set order as draft	Allows users to set an order to draft status.
Edit additional reference	Allows users to edit the additional reference field for orders.	This field is an optional field that can be configured in system settings.
Edit contact	Allows users to edit the order contact person.
Edit contact method	Allows users to change the preferred contact method on customer records.
Edit CSAT status	Allows users to enable/disable the Customer Satisfaction (CSAT) flag on orders.
Set custom field	Allows users to view and change custom fields values on orders.	Roles without this permission will only be able to view the custom field names. The values will be hidden.
Edit customer	Allows users to change customer information for orders.	Requires View order customer permission
Edit delivery method	Allows users to change the delivery method on orders.
Edit device	Allows users to add, change, or remove the device attached to an order.	Requires View order device permission
Edit handler	Allows users to change the technician assigned to an order.
Edit inbound delivery method	Allows users to change the inbound delivery method on orders.
Edit inbound tracking number	Allows users to edit the inbound tracking number on orders.
Edit insurance company	Allows users to assign or remove the insurance company associated with an order.
Edit internal location	Allows users to update the internal location for orders.
Edit internal reference	Allows users to edit the internal reference field.
Edit location	Allows users to change the sevice location assigned to an order.
Edit priority	Allows users to change the priority level of an order.
Edit queue	Allows users to change the assigned queue.
Edit reference	Allows users to change the customer reference field.
Edit status	Allows users to change the order status.
Edit store	Allows users to change thestore assigned to an order.
Edit tags	Allows users to add, change, or remove Order tags.
Edit TAT promise	Allows users to change the Turnaround Time (TAT) promise for orders.
Edit tracking number	Allows users to update outbound tracking numbers on orders.
Export orders	Allows users to export order information.	Also enables/disables visibility of the Export Orders button on the home dashboard.
Ignore TAT promise	Allows users to bypass the Turnaround Time (TAT) promise for orders.
Import orders	Allows users to import order data.
Open order	Allows users to open existing orders.
Print order	Allows users to print all order printouts.	Disabling this permission will only allow users to print the most relevant order document based upon the current state of the order.
Print order dispatch	Allows users to print the order dispatch document.
Receive order	Enables the Receive button on orders.
Remove order file	Allows users to delete files associated with an order.
Undraft order	Allows users to change orders from draft status to active.
View orders	Allows users to view Orders. Also restricts access to the Orders navigation menu and Order Lists.
View order customer	Allows users to view the customer information on orders.
View order device	Allows users to view device information on orders.
View order shipments	Allows users to view shipment details on orders.
View status durations for orders	Allows users to view the duration of different statuses for orders.
View TAT promise for order	Allows users to view the configured Turnaround Time (TAT) promise for orders.
View order timeline	Allows users to view the timeline of events for orders.
Cancel/uncancel order	Allows users to cancel an order and to reactivate a cancelled order.
Change to previous status	Allows users to move an order back to its previous status.
Release order	Allows users to use the Order Ready action, which marks the device as returned to the customer.
Force close	Allows users to force-close an order, including its open repair.
Place order to shelf	Allows users to generate a storage shelf placement for an order.	Storages feature needs to be enabled
Free reserve	Allows users to free the storage shelf reservation of an order.	Storages feature needs to be enabled
Take assignment of an order	Allows users to assign an order to themselves without the Edit handler permission.
Can be assigned as Order Handler	Makes users with this role selectable as the handler (technician) of an order. Users without it do not appear in the handler picker.
Set order diagnostics	Allows users to set the diagnostics on an order.
Register customer	Allows users to convert the end user of an order into a customer record.
Create new order tags	Allows users to create new tags while tagging an order, instead of choosing only existing tags.	Requires Edit tags permission. Must be granted to the role explicitly; admins do not get it automatically.
Clear repeat repair flag	Allows users to clear the repeat repair flag from an order.
Edit owner	Allows users to change the owner of an order.
Edit 2nd additional reference	Allows users to edit the second additional reference field for orders.	Second additional reference field needs to be enabled
Edit identifier for manual order providers	Allows users to edit the external identifier of an order that came from a manual order provider.	Only shown when a manual order provider is in use
Edit order price list	Allows users to change the price list of an order.
Edit order price list status	Allows users to change the price list status of an order.
View inbound tracking number	Allows users to see the inbound tracking number on orders.
Print order batch	Allows users to print documents for several orders at once.
Manually select cost estimate option	Allows users to select a cost estimate option on the customer's behalf.	Cost Estimate with Options feature required
Create signature	Allows users to capture, view and delete customer signatures on an order.	Fixably Signature App integration required
Create TCR signature	Allows users to start and cancel a Signature App signing session from the order.	Fixably Signature App integration required
Accept loaner	Allows users to accept a loaner device on an order.	Loaner feature needs to be enabled
Checkout loaner	Allows users to check a loaner device out to the customer.	Loaner feature needs to be enabled
Check in loaner	Allows users to check a loaner device back in.	Loaner feature needs to be enabled
View proof of purchase	Allows users to view the proof of purchase attached to an order.	Proof of Purchase feature needs to be enabled
Edit proof of purchase	Allows users to add or update the proof of purchase on an order.	Requires View proof of purchase permission
Approve proof of purchase	Allows users to approve or reject a proof of purchase that is waiting for manager approval.	Proof of Purchase approval workflow needs to be enabled
View coverage type	Allows users to see the coverage type of an order.	Proof of Purchase feature needs to be enabled
Edit coverage type	Allows users to change the coverage type of an order.	Requires View coverage type permission
Remove device	Allows users to remove the device from an order. Users with Edit device can remove it too.
Override mandatory workflow images	Allows users to complete a step that a mandatory workflow image blocks, after confirming which image type is missing. Every override is recorded on the order timeline. Without it the step is refused as usual.	Must be granted to the role explicitly; admins do not get it automatically.
order:voip-call	Allows users to start, end and view phone calls through the Callpicker VOIP integration.	Callpicker integration required. Shown under its technical name in the role editor.

Price lists

Note: Price lists feature needs to be enabled

Permission	Description	Extra Comments
View price lists	User can access Price Lists from the Navigation Sidebar > Other and open a price list
Create price list	User can create a new Price List	View price lists required
Edit price list	User can edit or delete a Price List and its items	View price lists required
Import price list	User can import Price Lists and Price List items	View price lists required
Export price list	User can export a Price List	View price lists required

Products

Permission	Description	Extra Comments
View products	User can access Stocks > Products
Create product	User can create a new Product in the database	View Products required
Add margin for product	User can set a margin on a Product that has already been created.	View Products required
Delete product	User can delete a Product	View Products required
Edit product	User can Edit attributes for a Product that has already been created.	View Products required
Export products	User can Export the Product list from Stocks > Products	View Products required
Import products	User can Import Products from Stocks > Products	View Products required
Print product label	User can print Product Labels	View Products required
Undelete product	User can undelete a Product	View Products required
Print product	User can print a Product	View Products required
Edit vendor parts for product	User can edit the vendor part numbers of a Product	View Products required, Edit product required
Manage device catalogue product lists	User can link Products to Device Catalogue models from the product lists page	View Products required. Device Catalogue feature needs to be enabled.
Edit product minimum quantities	User can set the minimum and desired quantities of a Product, per stock, and import them	View Products required
View purchase price	User can see purchase prices on Products and purchase order lines. Roles with Hide product prices never see them, regardless of this permission	View Products required

Reorder suggestions

Note: Stocks module needs to be enabled

Permission	Description	Extra Comments
View reorder suggestions	User can access Stocks > Reorder Suggestions
Create purchase orders from reorder suggestions	User can create draft Purchase Orders by vendor from the Reorder Suggestions view	View reorder suggestions required

Purchase invoices

Permission	Description	Extra Comments
Manage purchase invoices	User can access Purchase Invoices from the Navigation Sidebar > Invoicing module

Purchase orders

Permission	Description	Extra Comments
View purchase orders	User can access the Purchase Orders module
Edit purchase order	User can edit a Purchase Order from the Gear Menu	View purchase orders required, Purchase Orders created by GSX cannot be edited.
Confirm purchase order	User can confirm a Draft Purchase Order	View purchase orders required
Create purchase order	User can create a Manual Purchase Order	View purchase orders required
Delete purchase order	User can delete a Purchase Order from the Gear Menu	View purchase orders required
Export purchase orders	User can use the "Export" button in Purchase Orders > Open / Drafts / Closed	View purchase orders required
Print purchase order	User can print the Purchase Order PDF Document	View purchase orders required
Receive purchase order	User can receive an Open Purchase Order from the gear menu	View purchase orders required
Send purchase order to vendor	User can send a Draft Purchase Order to a Vendor	View purchase orders required
Create multiple purchase orders	User can create several Purchase Orders at once from the multi purchase order form	View purchase orders required
Close purchase order	User can close a Purchase Order	View purchase orders required
Reopen purchase order	User can reopen a closed Purchase Order	View purchase orders required
Import purchase orders	User can use the Import option on the Purchase Orders list	View purchase orders required
View purchase order audit log	User can open the audit log of a Purchase Order	View purchase orders required
View purchase order line identifiers (serial, IMEI)	User can see serial numbers and IMEIs on Purchase Order lines and in the audit log	View purchase orders required
View purchase order line prices	User can see prices on Purchase Order lines and in the audit log. Roles with Hide product prices never see them	View purchase orders required

Reports

Permission	Description	Extra Comments
View reports	User can access the Statistics module
View stats for all locations	User can access the Location report for all Locations	View reports required
View stats for user's location	User can access the Location report only for their Location	View reports required
View stats for all the users in the default location	User can access the User report only for Users in their Location	View reports required
View stats for users	User can access the User report for all Users	View reports required
View advanced reports	User can access the custom reports and the report list in Statistics	View reports required
Create, edit and delete saved reports	User can save, duplicate, share and delete reports in the Report Builder	View reports required
View status duration statistics	User can access the Status Durations report	View reports required
Visible in User Report	Users with this role are listed in the User report. On accounts without Roles & Permissions, only users with the Technician role are listed

Service contracts

Note: Service Contracts feature needs to be enabled

Permission	Description	Extra Comments
View service contracts	User can access the Service Contracts module from the Navigation Sidebar
Create service contract	Use can create a new Service contract using the Create button or via Import	View service contracts required
Delete service contract	Use can Remove / Delete a service contract from the Gear Menu	View service contracts required
Edit service contract	Use can Edit a service contract from the Gear Menu	View service contracts required

Shipments

Permission	Description	Extra Comments
View shipments	User can access the Shipments module from the Navigation Sidebar
Cancel shipment	User can cancel a shipment from the Order View > Shipment Information section	View Shipments required
Create shipment	User can create a new Shipment from Orders in the Shipment Workbench	View Shipments required
Delete shipment	User can Delete / Cancel a Shipment	View Shipments required
Edit shipment edit	User can Edit a Shipment	View Shipments required
Print shipment	User can use the Print Packing List, Print Waybill and Print Specifications options in the Shipments Module	View Shipments required
Receive shipment	User can use the Receive option in Shipments > In Transit	View Shipments required
Create shipment request	User can create an Inbound / Outbound Shipping Request from the Order View	View Shipments required
Delete shipment request	User can cancel an Inbound / Outbound Shipping Request from the Order View	View Shipments required
Create pickup for shipment	User can create a Pickup request	View Shipments required. Carrier Integration required.
Send waybill	User can access the Send Shipment Information option when creating a Shipment	View Shipments required. Carrier Integration required.
Export shipments	User can export the Shipments list	View Shipments required

SMS

Note: SMS feature needs to be enabled

Permission	Description	Extra Comments
Send SMS	User can send SMS messages to customers, for example from the Order View

Stock quantities

Permission	Description	Extra Comments
View stock quantities	User can see the quantity of Products available within your Stocks
Edit stock quantity	User can add Products to a Stock and remove them, and add serial numbers, IMEIs and loaner codes to stock items from the Product card	View stock quantities required. Stocks module needs to be enabled.

Stock traceability

Note: Stock Traceability feature needs to be enabled

Permission	Description	Extra Comments
View orders for part collection	User can access Mark Parts Collected module from the Navigation Sidebar	View orders for part collection required
View orders pending part return	User can access Orders with parts to return module from the Navigation Sidebar	View orders pending part return required
Mark parts collected	User can use the Mark Collected? option in Mark Parts Collected.	View orders for part collection required
Return parts to stock	User can use the Return Part? option in Orders with parts to return.	View orders pending part return required
View parts pending return	User can use the Return Unused Parts option in Orders with parts to return.	View orders pending part return required

Stocks

Note: Stocks module needs to be enabled

Permission	Description	Extra Comments
View stocks	User can access the Stocks module from the Navigation Sidebar
Add product to stock	User can use the Add Product Availability option in Stocks > Stock Management > Gear Menu	View Stocks Required
Create stock	User can create a new Stock from Stocks > Stock Management	View Stocks Required
Create difference list	User can access the Latest Difference List option in Stocks > Stock Management > Gear Menu	View Stocks Required
Delete stock	User can Delete a Stock from Stocks > Stock Management > Gear Menu	View Stocks Required
Edit stock	User can access the Edit menu in Stocks > Stock Management > Gear Menu	View Stocks Required
Edit stock count	User can use the Inventory Count option in Stocks > Stock Management > Gear Menu	View Stocks Required
Export stock	Use can use the Export option in Stocks > Stock Management > Gear Menu	View Stocks Required
Import stock	Use can use the Import option in Stocks > Stock Management > Gear Menu	View Stocks Required
View stock difference lists	User can access the Latest Difference List option in Stocks > Stock Management > Gear Menu	View Stocks Required
View stock logs	User can view the Stock Logs section of the Stocks module	View Stocks Required
View stock transfers	User can view the Stock Transfers section of the Stocks module	View Stocks Required
Cancel stock transfer	User can cancel a Stock Outtake from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Stock create outtake	User can create a new Stock Outtake from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Create stock transfer	User can create a new Stock Transfer from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Import stock transfers	User can use the Import Transfers option in Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Receive stock transfer	User can use the Receive Transfers option in Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Edit stock transfer	User can edit a Stock Transfer from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Manage transfer packages and tracking	User can create and edit the packages of a Stock Transfer, mark them ready and choose the carrier	View Stocks Required, View Stock Transfers Required
Ship stock transfer	User can ship a Stock Transfer shipment from Stocks > Stock Transfers	View Stocks Required, View Stock Transfers Required
Handle part allocations	User can allocate parts to orders and confirm missing parts in Stocks > Part Allocations	View Stocks Required. Part requests feature needs to be enabled.

Support

Permission	Description	Extra Comments
Create suggestion	User can access the Suggestions box from their User Name menu
Create ticket	User can submit support tickets to Fixably

System settings

Permission	Description	Extra Comments
Manage ledger codes	User can access System Settings > General Ledger Codes	Accounting Integrations Required
Manage repair sticker profiles	User can access System Settings > Profiles	Advanced Repair Stickers required
Manage Blackbelt	User can access System Settings > Integrations > Blackbelt	BlackBelt integration required
Manage Postmen	User can access System Settings > Integrations > Postmen	Carrier integration through Postmen required
Manage cost estimates	User can access System Settings > Cost estimate	Cost Estimate with Options feature required
Manage VMI settings	User can access System Settings > VMI Settings	Device Inspection / VMI feature required
Manage FedEx settings	User can access System Settings > Integrations > Fedex	FedEx integration required
Manage GSX	User can access System Settings > Integrations > GSX and GSX Accounts	GSX integration required
Manage IGSPN	User can access System Settings > Integrations > IGSPN	IGSPN integration required
Manage Moneris integration	User can access System Settings > Integrations > Moneris	Moneris integration required
Manage cost estimate via XML	User can access System Settings > Integrations > Cost Estimate via XML	Not available to all customers.
Manage Phonecheck	User can access System Settings > Integrations > Phonecheck	Phonecheck integration required
Manage translations	User can access System Settings > Translations	Translation requests are not immediately live and are reviewed by Fixably before implementation
Manage TAT promises	User can access System Settings > Turnaround Time	Turnaround Time feature required
Manage company details	User can access System Settings > Company Details
Manage custom fields	User can access System Settings > Custom Fields
Manage custom pricing options	User can access System Settings > Custom Pricing Options
Manage delivery methods	User can access System Settings > Delivery Methods
Manage email settings	User can access System Settings > Email Settings
Manage general settings	User can access System Settings > General
Manage locations	User can access System Settings > Locations & Stores
Manage macros	User can access System Settings > Macros
Manage margins	User can access System Settings > Margins
Manage OEM margins	User can access System Settings > Margins > OEM Margins
Manage payment terms	User can access System Settings > Payment Terms
Manage payment types	User can access System Settings > Payment Types
Manage portal	User can access System Settings > Portal
Manage printouts	User can access System Settings > Printouts
Manage product categories	User can access System Settings > Product Categories
Manage queues	User can access System Settings > Queues
Manage shipments	User can access System Settings > Shipments
Manage snippets	User can access System Settings > Snippets
Manage status transitions	User can access System Settings > Status Transitions
Manage statuses	User can access System Settings > Order Statuses
Manage stock settings	User can access System Settings > Stocks
Manage tasks	User can access System Settings > Tasks
Manage tax rates	User can access System Settings > Tax Rates
Manage triggers	User can access System Settings > Triggers
Manage webhooks	User can access System Settings > Webhooks
Manage email layouts	User can access System Settings > Email Settings > Layouts and edit the email layout source code	Note: Allows modifying email source code. Only enable if really needed.
View background jobs page	User can access System Settings > Background Jobs to view the background job history of all users	Does not allow cancelling or retrying jobs
Manage order tags	User can access System Settings > Order Tags
Manage storages	User can access System Settings > Storages	Storages (shelf placement) feature required
Manage device catalogue	User can access System Settings > Device Catalogue	Device Catalogue feature required
Manage grades	User can access System Settings > Grades, the condition grades used for harvested and core return parts	Part harvesting or Core return feature required
Manage seeker priorities	User can access System Settings > Seeker Priorities, the order in which manufacturer lookups are tried
Manage appointments	User can access System Settings > Appointments	Internal appointment scheduler required
Manage booking app settings	User can access System Settings > Booking App	Booking app required
Manage proof of purchase settings	User can access System Settings > Proof of Purchase	Proof of Purchase feature required
Manage coverage type settings	User can access System Settings > Coverage Types	Proof of Purchase feature required
Manage report reasons	User can access System Settings > Report Reasons	Report reasons feature required
Manage SMS	User can access System Settings > SMS	SMS feature required
Manage Whatsapp settings	User can access System Settings > WhatsApp Business Accounts	WhatsApp feature required
Manage Paperless settings	User can access System Settings > Signature App	Fixably Signature App integration required
Manage German e-invoicing settings	User can access System Settings > Integrations > German e-invoicing
Manage QZ Tray integration	User can access System Settings > Integrations > QZ Tray	QZ Tray integration required
Manage Fixably Camera App	User can access System Settings > Integrations > Fixably Camera App	Fixably Camera App integration required
Manage Google Maps	User can access System Settings > Integrations > Google Maps	Google Maps integration required
Manage Slack	User can access System Settings > Integrations > Slack	Slack integration required
Manage Callpicker	User can access System Settings > Integrations > Callpicker	Callpicker integration required
Manage FMiP integration	User can access System Settings > Integrations > FMiP	FMiP integration required
Manage iFreeiCloud	User can access System Settings > Integrations > iFree iCloud	iFree iCloud integration required
Manage Ontrack integration	User can access System Settings > Integrations > Ontrack	Ontrack integration required
Manage Xiaomi B2X settings	User can access System Settings > Integrations > Xiaomi B2X	Xiaomi B2X integration required
Manage external payments integration	User can access System Settings > Integrations > External Payments	External payments integration required
Manage Adyen settings	User can access System Settings > Integrations > Adyen	Adyen integration required
Manage Buckaroo	User can access System Settings > Integrations > Buckaroo	Buckaroo integration required
Manage CCV	User can access System Settings > Integrations > CCV	CCV integration required
Manage Przelewy 24	User can access System Settings > Integrations > Przelewy24	Przelewy24 integration required
Manage PayPal Invoicing integration	User can access System Settings > Integrations > PayPal Invoicing	PayPal Invoicing integration required
Manage Stripe integration	User can access System Settings > Integrations > Stripe	Stripe integration required
Manage Tyro	User can access System Settings > Integrations > Tyro	Tyro integration required
Manage ZATCA settings	User can access System Settings > Integrations > ZATCA	ZATCA integration required
Manage Bjorn Lunden settings	User can access System Settings > Integrations > Björn Lundén	Björn Lundén integration required
Manage Fibunet	User can access System Settings > Integrations > Fibunet	Fibunet integration required
Manage Fortnox	User can access System Settings > Integrations > Fortnox	Fortnox integration required
Manage PowerOffice settings	User can access System Settings > Integrations > PowerOffice	PowerOffice integration required
Manage Procountor	User can access System Settings > Integrations > Procountor	Procountor integration required
Manage Quickbooks Desktop integration	User can access System Settings > Integrations > QuickBooks Desktop	QuickBooks Desktop integration required
Manage Quickbooks Online integration	User can access System Settings > Integrations > QuickBooks Online	QuickBooks Online integration required
Manage Xero integration	User can access System Settings > Integrations > Xero	Xero integration required
Manage Bring settings	User can access System Settings > Integrations > Bring	Bring integration required
Manage Bring Express settings	User can access System Settings > Integrations > Bring Express	Bring Express integration required
Manage DHL settings	User can access System Settings > Integrations > DHL	DHL integration required
Manage DHL Express via Postmen settings	User can access System Settings > Integrations > DHL Express via Postmen	DHL Express via Postmen integration required
Manage DHL Parcel UK settings	User can access System Settings > Integrations > DHL Parcel UK	DHL Parcel UK integration required
Manage Parcel UK DHL integration	User can access System Settings > Integrations > Parcel UK DHL	DHL Parcel UK integration required
Manage DHL Poland settings	User can access System Settings > Integrations > DHL Poland	DHL Poland integration required
Manage DPD UK settings	User can access System Settings > Integrations > DPD UK	DPD UK integration required
Manage FedEx Poland settings	User can access System Settings > Integrations > FedEx Poland	FedEx Poland integration required
Manage InPost settings	User can access System Settings > Integrations > InPost	InPost integration required
Manage Post Nl settings	User can access System Settings > Integrations > PostNL	PostNL integration required
Manage Post settings	User can access System Settings > Integrations > Posti	Posti integration required
Manage Helposti Code settings	User can access System Settings > Integrations > Helposti Code	Helposti Code integration required
Manage Postnord settings	User can access System Settings > Integrations > PostNord	PostNord integration required
Manage Postnord Norway settings	User can access System Settings > Integrations > PostNord Norway	PostNord Norway integration required
Manage TNT Australia settings	User can access System Settings > Integrations > TNT Australia	TNT Australia integration required
Manage Unifaun integration	User can access System Settings > Integrations > Unifaun / nShift	Unifaun integration required
Manage UPS	User can access System Settings > Integrations > UPS	UPS integration required
Manage UPS via Postmen integration	User can access System Settings > Integrations > UPS via Postmen	UPS via Postmen integration required
Manage UPS Via Unifaun integration	User can access System Settings > Integrations > UPS via Unifaun	UPS via Unifaun integration required
Manage USPS via Postmen integration	User can access System Settings > Integrations > USPS via Postmen	USPS via Postmen integration required
Manage A2B settings	User can access System Settings > Integrations > A2B	A2B integration required
Manage Best settings	User can access System Settings > Integrations > Best	Best integration required
Manage AVAD settings	User can access System Settings > Integrations > AVAD	AVAD integration required. Not available to all customers.
Manage Cello	User can access System Settings > Integrations > Cello	Cello integration required. Not available to all customers.
Manage DNA hobs settings	User can access System Settings > Integrations > DNA HOBS	DNA HOBS integration required. Not available to all customers.
Manage dst	User can access System Settings > Integrations > DST	DST integration required. Not available to all customers.
Manage Eplehuset custom integration	User can access System Settings > Integrations > Eplehuset	Eplehuset integration required. Not available to all customers.
Manage Eplehuset SAP connector	User can access System Settings > Integrations > SAP	Eplehuset SAP integration required. Not available to all customers.
Manage Midis ERP integration	User can access System Settings > Integrations > Midis	Midis integration required. Not available to all customers.
Manage SAG integration	User can access System Settings > Integrations > SAG (and the SAG price list import)	SAG integration required. Not available to all customers.
Manage Service Bench integration	User can access System Settings > Integrations > ServiceBench	ServiceBench integration required. Not available to all customers.
Manage Telia SAP settings	User can access System Settings > Integrations > Telia SAP	Telia SAP integration required. Not available to all customers.
Manage Tovacom integration	User can access System Settings > Integrations > Tovacom	Tovacom integration required. Not available to all customers.
Manage Tech People ws POS settings	User can access System Settings > Integrations > wsPOS	wsPOS integration required. Not available to all customers.

User settings

Permission	Description	Extra Comments
Manage integrations	User can access their User Settings > Integrations	If using GSX integration, this should be enabled.
Manage general user settings	User can access their User Settings > General Settings
Manage order lists	User can access their User Settings > Order Lists
Manage product lists	User can access their User Settings > Product Lists
Edit user settings role	User can access the role section of their own User Settings
Manage other users' settings	User can select another user in User Settings and manage their settings (integrations including GSX token renewal, product and order lists). Applies to User- and Manager-level users
Change GSX setting: Apple ID	User can change the Apple ID that identifies them in GSX. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: Tech ID	User can change their GSX Tech ID. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: Show Tech ID on printouts	User can choose whether printouts show their Tech ID. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: Activation Token	User can enter a new GSX Activation Token, for example when Apple issues one. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: Populate repair details	User can choose whether Fixably fills in the issue and diagnosis from the order details when it creates a GSX repair. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: Reference used in repairs	User can change the reference used on their GSX repairs. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.
Change GSX setting: GSX API version	User can choose which GSX API version their GSX requests use. Without it, users with this role see the setting in User Settings > Integrations but cannot change it	From v26.43. GSX integration required. Manage integrations required.

Users

Permission	Description	Extra Comments
View users	User is allowed to View users
Create user	User is allowed to Create user	View users should be enabled
Create user account	User is allowed to Create user account	View users should be enabled
Delete user	User is allowed to Delete user	View users should be enabled
Edit user	User is allowed to Edit user	View users should be enabled
Edit user's hour tracking	User is allowed to Edit user's hour tracking	View users should be enabled
Import users	User can Import Employees from Users > Employees in the Navigation Sidebar	View users should be enabled
Remove user account	User is allowed to Remove user account	View users should be enabled
Remove user's suspension	User is allowed to Remove user's suspension	View users should be enabled
Reset TOTP for user	User is allowed to Reset TOTP for user	View users should be enabled
Set user returned	User is allowed to Set user returned	View users should be enabled
Transfer user's orders	User is allowed to Transfer user's orders	View users should be enabled
View user's report	User is allowed to View user's report	View stats for users (in Reports) should be enabled
Edit role	User is allowed to change the roles of other users	View users should be enabled, Edit user should be enabled
Reset user's password	User is allowed to reset another user's password	View users should be enabled
Ban user account	User is allowed to ban a user's account	View users should be enabled
Unban user account	User is allowed to unban a user's account	View users should be enabled
View user history	User is allowed to view a user's history	View users should be enabled
View user' tracking	User is allowed to view the hour tracking of users from Users > Tracking in the Navigation Sidebar	View users should be enabled

Vendors

Permission	Description	Extra Comments
Create vendor	User is allowed to Create vendor	View vendors is required
Edit vendor	User is allowed to Edit vendor	View vendors is required
Export vendors	User can Export Vendor profiles from Users > Vendors in the Navigation Sidebar	View vendors is required
Import vendors	User can Import Vendor profiles from Users > Vendors in the Navigation Sidebar	View vendors is required
View vendors	User can access Users > Vendors in the Navigation Sidebar

Vendor part returns

Note: Stocks module needs to be enabled

Permission	Description	Extra Comments
Manage vendor part returns	User can access Stocks > Parts Pending Return to Vendors, and create and ship vendor part returns

Warehouse

Note: Warehouse positions feature needs to be enabled

Permission	Description	Extra Comments
Create warehouse positions	User can create new warehouse positions, for example from the put-away position picker when harvesting parts

functions positions

Roles & Permissions Definitions

Contact Us

Alarms

Apple remittance advices

Appointments

Background jobs

Basket

Customers

Device models

Devices

Files

Samsung IGSPN

GSPN appointments

GSPN part returns

GSPN purchase orders

GSPN service orders

Samsung credit requests

Apple GSX

Internal transits

Invoices

Legacy service contracts

Manifests

Messages

Order actions

Order batch edit

Order lines

Order notes

Order tasks

Orders

Price lists

Products

Reorder suggestions

Purchase invoices

Purchase orders

Reports

Service contracts

Shipments

SMS

Stock quantities

Stock traceability

Stocks

Support

System settings

User settings

Users

Vendors

Vendor part returns

Warehouse

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