The following table will outline the security roles and provide definitions and explanations of what they enable.
Security Role | Permission ID | Definition |
Create Edit Jobs | invoice_create | The ability to create and edit jobs within Omega |
Void Invoices | invoice_void | The ability to void jobs within Omega |
Search & View Jobs | invoice_view_all | Allows users to search jobs on the jobs page |
Search & View Jobs (Group) | invoice_view_group | Restricted to System Administrators |
Create Payments | payment_create | The ability to create payments within Omega |
Create Edit appointments | create_appointment | The ability to create and edit appointments. Also required for technician's to work in appointments |
Create Edit Purchase Orders | create_purchase_order | The Ability to Create and Edit purchase orders in Omega |
View Future Appointments | appointment_view_future | Allows a user to view appointments not of current date |
View Reports | reports_view | Grants users the ability to view reports |
Schedule Reports | create_scheduled_report | Allows users to schedule reports |
View Dashboards | dashboard_view_all | Allows users to view the Dashboard screen in Omega |
Dashboard View Group | dashboard_view_group | Restricted to system administrators |
Edit Users | create_user | Allows a user to create new users and edit existing ones. |
Create & Edit Locations | create_location | Allows users to create new locations and edit existing ones. |
Create Edit Pricing Profiles | create_pricing_profile | Allows users to Create and Edit Pricing profiles |
Create Edit Accounts | create_company | Allows users to create new accounts and edit existing ones within Omega |
Create Edit Templates | create_template | Allows users to create new templates and edit existing ones. |
Create Edit Payment Methods | create_payment_method | Allows users to create new payment methods and edit existing ones |
Create Edit Part Notes | create_part_note | Allows users to create new part notes and edit existing ones. |
Change CSR | invoice_modify_salesman_1_id | Allows user to change the CSR assigned to the job |
Change Dispatcher/Biller | invoice_modify_salesman_2_id | Allows user to change the dispatcher or biller assigned to the job |
Override Job Pricing | invoice_modify_pricing | Allows a user to make changes to job pricing when pricing profile is set to have locked pricing. |
Change Item Costs | invoice_modify_cost | Allows a user to update cost of items in a job |
Change Job location | invoice_modify_location_id | Allows a user to change the assigned location of a job |
Change Job Status | invoice_modify_job_status | Allows a user to change job status in a job |
Modify Closed Jobs | invoice_modify_closed | Allows a user to modify a closed job |
Modify Closed Appointments | appointment_modify_closed | Allows a user to modify an appointment after it is closed. |
Payments Admin | payment_modify | Allows users to modify payments and process refunds |
Modify Closed Purchase Orders | purchase_order_modify_closed | Allows a user to make changes to a purchase order after it is marked closed |
Override Sales Tax | invoice_modify_tax | Allows a user to change sales tax in a job |
Override Technician-Only menu | technician_view_override | Allows Technician Users to not be restricted to |
Reschedule Appointments | appointment_reschedule | Allows users to reschedule appointments |
Schedule Appointments | appointment_schedule | Allows users to schedule appointments |
Cancel Appointments | appointment_delete | Allows users to delete and cancel created appointments. |
Invoice (Send) Jobs | invoice_send | Allows a user to invoice a job |
Modify Invoiced Jobs | invoice_modify_invoiced | Allows user to make changes to an invoiced job |
Reconcile and Transfer Inventory | inventory_modify | Allows a user to edit the inventory of locations |
Create & Edit skills | create_skill | Allows users to create new skills and edit existing ones. |
Delete Attachments | attachment_delete | Allows users to delete attachments from jobs |
Send SMS Messages | message_send | Allows users to send SMS from OMega. |
Override Location Capacity | capacity_override | Allows a user to change the capacity of a location on the schedule page |
Overbook Capacity | capacity_overbook | Allows a user to schedule over the capacity of a location |
Edit & Delete Invoice Notes | invoice_note_modify | Allows users to edit and delete notes in jobs |
Create & Edit Items | sale_item_create | Allows users to create new items and edit existing ones. |
Create Vendor Accounts | vendor_create | Allows users to create accounts of the vendor type |
Create & Edit Vendor Invoices | vendor_invoice_create | Allows a user to create new vendor invoices and edit existing ones |
Void Work Orders | invoice_void_work_order | Allows a user to void jobs in work order status |
Void Invoices | invoice_void_invoice | Allows a user to void jobs in invoice status |
Create & Edit Tags | create_tag | Allows users to create new tags and edit existing ones |
API documentation can be found here