v15

User Permissions allow administrators extremely granular control over which users have access to what in Allpro Insulator.  Whether to prevent snooping, avoid undesirable changes, or just eliminate access a user doesn’t need, there’s likely a permission for it.

While fine tuning user permissions can require a lot of minor adjustments, once permissions have been configured for one user, they can be copied to others and modified if needed.  That means it’s not necessary to spend time combing through permissions for each individual user.

Permissions can be set to one of three levels: Read/Write, Read Only, and No Access.  Not all three will be relevant for every permission.  Take Delete Estimates for instance, there are only two real options for this permission: the user can delete estimates, or the user cannot.  In such cases, only users With Read/Write access will be able to perform the action.  Selecting either Read Only or No Access will mean the user does not have that permission, but it’s still recommended No Access be used to deny the permission.  Using No Access avoids confusion by making it clear the user does not have permission.

User Permissions are sorted alphanumerically by the “Opens From” field, which indicates the form to which the permission applies.  They can be re-sorted alphanumerically by any one of the columns by simply clicking the Field Name in the title bar.  Clicking it a second time will reverse the sort order.  The filter row at the top of the permissions grid can also be used to search for a desired permission.  For simplicity, we’ll cover the permissions in their default sort order.

Some Permissions may not be needed or present, depending on whether you have the Advanced Features Module, QuickBooks integration, Planswift integration, the Allpro Insulator Online Web Portal (AIOWP), or the AIOWP Crew Edition.  Where relevant, the related module or integration is noted in italics.

Any help pages related to the permission can be accessed using the blue link text in their description.

 

Delete Log Data

Determines whether the user can delete log data.  Read/Write will allow deletion, Read Only and No Access will deny the permission.

 

Imp/Exp Cal Data

This is a legacy permission for a deprecated feature.

 

Customer List Report

Determine where the user can view reports generated from the Customer List form. Read/Write will allow access, View Only and No Access will deny the permission.

 

QB Customer Updates (QuickBooks Edition)

Determines whether the user can make changes to Customer information after the customer has been sent to QuickBooks.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Delete Customers

Determines whether the user can delete Customer entries.  Read/Write will allow deletion, Read Only and No Access will prevent it.  Access to this permission should be restricted to users who require it.

 

Delete Jobs

Determines whether the user can delete Job entries.  Read/Write will allow deletion, Read Only and No Access will prevent it.  Access to this permission should be restricted to users who require it.

 

Edit Customer Sales Rep

Determines whether the user can modify Customers’ default Sales Reps.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Rename Customers

Determines whether the user has access to the Rename Customer Utility on the Customer form.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Rename Jobs

Determines whether the user has access to the Rename Job Utility on the Customer form.  Read/Write will allow access, Read Only and No Access will deny it.

 

Dashboard Switching

Determines where the user can access other software users’ Dashboards.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Email Schedule Templates

Determines whether the user has access to the Email Schedule Templates section of Email Automation, Used for DSign and follow up messages.  Read/Write will allow the user to view Email Schedule Templates and make changes.  Read Only will allow the user to view, but not change Email Schedule Templates.  No Access will prevent the user from accessing the Email Schedule Templates form.

 

Scheduled Email Message List

Determines whether the user has access to the Scheduled Email Message List form in Email Automation.  This form displays a list of all pending and scheduled automated DSign Follow-Up Messages.  Read/Write will allow access to the form, Rad Only and No Access will restrict it.

 

Archive

Determines whether the user has access to the Archive function on the Estimate List and Customer List, used to remove old or unneeded records from the list without deleting them.  Read/Write will allow access, Read Only and No Access will deny it.

 

Restore

Determines whether the user can restore records removed from the Estimate List and Customer List with the Archive function.  Read/Write will allow access, Read Only and No Access will deny it.

 

Automation: Create Mailing List (Advanced Features Module)

Determines whether the user can generate an email message list from contacts in the Estimate List and Customer List for use in Email Automation batch messages.  Read/Write allows access, Read Only and No Access prevent it.

 

Automation: Edit Mailing List (Advanced Features Module)

Determines Whether the user can modify existing Mailing Lists for use in Email Automation Batch messages from the Estimate List and Customer List.  Read/Write will allows the user to make changes, Read Only will allow viewing, and No Access will deny all access.

 

Automation: Send Batch Email (Advanced Features Module)

Determines whether the user can generate batch messages that will be sent to a pre-configured Mailing List on the Estimate List and Customer List.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Automation: Update Job Dates (Advanced Features Module)

Determines where the user can perform bulk updates to the Job Dates of multiple entries on the Estimate List and Customer List forms.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Automation: Job Status (Advanced Features Module)

Determines whether the user can perform bulk Job Status updates on the Estimate List and Customer List forms.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Cost Sheet: Actual

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Actual Only

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet Actual Only PD (TS Labor)

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Actual Only Totals

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Actual Totals

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: C_BIBS

Determines whether the user can access he Material + Labor – BIBS costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: C_CB

Determines whether the user can access the Material + Labor – CB costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: C_Foam

Determines whether the user can access the Material + Labor – Foam costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: C_FoamCB

Determines whether the user can access the Material + Labor – Foam CB costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: C_TR

Determines whether the user can access th Material + Labor – TR costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet Material + Labor

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Package Details

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Projected

 Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Projected Cost Totals

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Projected Only

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Projected Only Totals

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Projected vs Actual Graph

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

Cost Sheet: Total Cost

Determines whether the user can access this costing report.  Read/Write will allow Access, Read Only and No Access will prevent it.

 

QB Log (QuickBooks Edition)

Determines whether the user can view the QuickBooks Log section of the View Logs form under Data, which logs QB Status changes and data transactions.  Read/Write will allow access, Read Only and No Access will deny it.

 

Apply Discount/Markup Percent

Determines whether the user can set a discount or markup percentage on the Estimate to make broad pricing changes.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Apply Profit Margin Percent

Determines whether the user can make broad pricing adjustments by specifying a Target Profit Margin on the Estimate form.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Change Price Style

Determines whether the user can change the Pricing Style of an Estimate between Markup and Discount.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Change Status

Determines whether the user can change the Status field on the Estimate form, selecting from Estimate, Invoice, Review, and Archived.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Change Tier Level (Advanced Features Module)

Allows the user to change the Tier Level (Tier 1, Tier 2, etc.) for Tiered Pricing on the Estimate form.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Change Tier Type (Advanced Features Module)

Determines whether the user can change the Tier Type (Tier Leve/Job Location/Job Type) in Tiered Pricing on the Estimate form.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Copy Estimate

Determines whether the user can copy an Estimate to create a duplicate from the Action menu on the Estimate form.  Read/Write will allow copying, while Read Only and No Access will prevent it.

• The Copy Estimate function should not be used to create numerous copies as this can cause database conflicts. Consider using Create Revision or creating a Template if frequently creating similar or identical estimates, as in track housing.

 

Customer/Job Tab

Determines whether the user can access the Customer/Job tab of the Estimate form.  Read/Write will allow access and changes, Read Only will allow viewing but not changes, and No Access will prevent access altogether.

 

Delete Estimates

Determines whether the user can delete records on the Estimate form.  Read/Write will allow deletion, Read Only and No Access will prevent it.  Access to this permission should generally be limited to users who require it.

 

Delete PM Log Records

Determines whether the user can delete logs of price changes on the Estimate form and under View Logs in the Data menu.  Read/Write will allow access and deletion, Read Only will allow viewing, No Access will prevent access completely.  Access to this permission should generally be limited to users who require it.

 

Display Cost Columns

Determines whether the user can make view profitability information from the Margins tab at the bottom of the Estimate form.  Read Write will allow the user to make the fields visible and make changes, Read Only will allows the user to make the columns visible, and No Access will prevent access altogether.

 

Edit Comment in PM Log

Determines whether the user can modify existing comments in the PM (Price Manipulation) Log on the Estimate form and under View Logs in the Data menu.  Read/Write will allow access and changes, Read Only and No Access will prevent them.

 

Edit Estimate/Invoice Number

Determines whether the user can make manual changes to the numbers assigned to Estimates and Invoices; recommended setting is No Access.  Read/Write will allow changes, Read Only and No Access will prevent them

• Estimate numbers are key to how records are organized in the database, and changes should be made with great care to avoid creating conflicts.

 

Edit Package Status

Determines whether the user can make changes to the Status of Packages on the Packages tab of the Estimate form.   Read/Write will allow the user to make changes, Read Only and No Access will prevent them.

 

Edit Progress Date

Determines whether the user can manually edit the Progress Changed date on the Estimate form.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Estimate Analytics Dashboard

Determines whether the user has access to the Estimate Analytics Dashboard from the Totals tab at the bottom of the Estimate form, which provides visual breakdown of profitability.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate Comments

Determines whether the user can view or modify the Comments section of the Estimate form, generally used for sales terms.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Estimate Time Sheet

This is a legacy permission for a deprecated feature.  Timesheets and Payroll Splits are now a separate function.

 

Estimate Time Sheet Unlock

This is a legacy permission for a deprecated feature.  Timesheets and Payroll Splits are now a separate function.

 

Full Details Tab

Determines whether the user can access and make changes to the Full Details tab of the Estimate form.  Read/Write will allow access and changes, Read Only will allows access but not changes, and No Access will prevent access altogether.

 

Import from Planswift (Planswift Integration)

Determines whether the user can import measurements from Planswift.  Read/Write will allow imports, Read Only and No Access will prevent them.

 

 Job Costing

Determines whether the user can access the Job Costing form from the Estimate form.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Job Sheet Tab

Determines whether users can access the Job Sheet tab of the Estimate form.  Read/Write will allow access and changes, Read Only will allows access but not changes. And No Access will prevent access altogether.

 

Line Item Description

Determines whether users can make changes to the Description field of items on the Full Details tab of the Estimate form.  Note that changes made on the Estimate form will not impact Item Details entries.  Read/Write will allow changes, Read Only and No Access will prevent them.

 

Lock/Unlock Packages

Determines the user can manually lock and unlock Packages on the Packages tab of the Estimate form.  When a Package is locked, entries related to the package cannot be changed.  Read/Write will allow locking and unlocking, Read Only and No Access will prevent it.

 

Manually Apply Tier (Advanced Features Module)

Determines whether the user can manually apply Tier Level Pricing from the Tiered Pricing tab on the Estimate form.  Read/Write will allow manual Tier Level Pricing, Read Only and No Access will prevent it.

 

Merge Documents

Determines whether the user can access the Merge Documents feature found in the Action menu on the Estimate form.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Packages Tab

Determines whether the user can access and make changes to entries on the Packages tab of the Estimate form.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Payments Tab

Determines whether the user has access to the Payments tab on the Estimate form when the record status is Invoice.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Payroll Splits

Determines whether the user has access to the Payroll Splits form, used to enter hourly timesheet data and calculate splits for piecework pay.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Projected vs Actual Tab

Determines whether the user can access the Projected vs Actual tab on the Estimate form, where material usage is entered for costing and piecework.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Schedule Tab

Determines whether the user can access the Schedule tab on the Estimate form, used to create and manage appointments for the Job in SchedulePro.  Read/Write will allow access and changes, Read Only will allow access but not changes, and No Access will prevent access altogether.

 

Set PO Amount

Determines whether the user can enter a PO amount on the Packages tab of the Estimate form, with the PO amount overriding the package to total.  Rea/Write will allow PO entry, while Read Only and No Access will prevent it.

 

Estimate: C_Costing

Determines whether the user can access the Custom Costing estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: C_Description

Determines whether the user has access to the Custom Description estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: C_GS

Determines whether the user has access to the Custom GS estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: C_PackageSummary

Determines whether the use has access to the Custom Package Summary estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: C_Summary

Determines whether the user has access to the Custom Summary report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Desc

Determines whether the user has access to the Description estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Desc/Qty

Determines whether the user has access to the Description/Qty estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Desc/Total

Determines whether the user has access to the Description/Total estimate report. Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Detail

Determines whether the user has access to the Detail estimate report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Mat+Lab

Determines whether the user has access to the Material + Labor estimate report. Read/Write will allow access, Read Only and No Access will prevent it.

 

Estimate: Mat+Lab+Tot

Determines whether the user has access to the Material + Labor + Total estimate report. Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Pictures

Determines whether the user can access the Job Pictures – Local form, accessible in the Action menu on the Estimate form.  Read/Write will allow access and changes, Read Only allows access and pictures to be added, No Access prevents access entirely.

 

Job Pictures Online

Determines whether users can access Job Pictures – Online from within Allpro Insulator.  They can be accessed from the Action menu and several of the Launch menus in the program.  Read/Write allows access and changes, Read Only allows access but not changes, and No Access prevents access entirely.

 

Progress Log

Determines whether the user can access the Progress log in the Action menu on the Estimate from and the View Logs form under Data.  Read/Write and Read Only will allow Access, while No Access will block it.

 

Invoice: C_Description

Determines whether the user has access to the Custom Description invoice report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Desc

Determines whether the user has access to the Description invoice report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Desc/Qty

Determines whether the user has access to the Description/Qty invoice report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Desc/Total

Determines whether the user has access to the Description/Total invoice report. Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Detail

Determines whether the user has access to the Detail Invoice report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Mat+Lab

Determines whether the user has access to the Material + Labor invoice report. Read/Write will allow access, Read Only and No Access will prevent it.

 

Invoice: Mat+Lab+Tot

Determines whether the user has access to the Material + Labor + Total invoice report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: C_Blowers

Determines whether the user has access to the Custom Blowers job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: C_Foamers

Determines whether the user has access to the Custom Foamers job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: C_GS

Determines whether the user has access to the Custom GS job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: C_Netters

Determines whether the user has access to the Custom Netters job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: C_Poly

Determines whether the user has access to the Custom Poly job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc

Determines whether the user has access to the Description job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc + Source

Determines whether the user has access to the Description + Source job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc/Act Labor

Determines whether the user has access to the Description/Actual Labor job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc/Pro Labor

Determines whether the user has access to the Description/Projected Labor job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc/Qty/Labor1

Determines whether the user has access to the Description/Quantity/Labor 1 job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Desc/Qty/Labor2

Determines whether the user has access to the Description/Quantity/Labor 2 job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Job Sheet: Detail

Determines whether the user has access to the Detail job sheet report.  Read/Write will allow access, Read Only and No Access will prevent it.

 

Cert of Insulation

Determines whether the user has access to the Certificate of Insulation report.

 

Product Source Sheet

Determines whether the user can access the Product Source Sheet report on the Estimate form.

 

QB Payments (QuickBooks Edition)

Determines whether the user has access to view Payments imported from QuickBooks.

 

Package List Totals

Determines whether the user can view financial totals on the Package List form.

 

Automation: Update Estimate Comments (Advanced Features Module)

Determines whether the user can perform batch updates to Estimate Comments (generally used for sales terms) from the Estimate List.

 

Automation: Update Estimate Progress (Advanced Features Module)

Determines whether the user can perform batch updates to Estimate Progress from the Automation on Estimate List.

 

Automation: Invoice Comments (Advanced Features Module)

Determines whether the user can perform batch updates to Invoice Comments from the Estimate List.

 

Change Progress

Determines whether the user can change the Progress on the Estimate form (Awarded, Not Awarded, Completed, etc.)  All changes to Progress are logged.

 

Allpro Alerts

Determines whether the user can access the Allpro Alerts form.  Access to this form should be restricted to users who require it

 

Delete Documents

Determines whether the user can delete documents from the Documents form.

 

Documents

Determines whether the user can access the Documents form.

 

Upload/Edit External Files

Determines whether the user can add (upload) documents to the Documents form and make changes to the documents stored there.

 

Email Drafts

Determines whether the user can access the Email Drafts form in Email Automation.

 

Estimate List Totals

Determines whether the user can view financial totals on the Estimate List.

 

A/R Center

Determines whether the use can access the A/R Center form, used to manage accounts receivable.  Access to this form should be restricted to users who require it.

 

Allpro SiteMaps

Determines whether the user can access the Allpro SiteMaps form to view job information plotted geographically.

 

Architects

Determines whether the user can access the Architects form, an optional form where users can enter information about architects associated with their jobs

 

Company setup

Determines whether the user can access the Company Setup form.  Access to this form should be restricted users who require it.

 

Customer List

Determines whether the user can access the Customer List form.

 

Customers

Determines whether the user can access the Customers form.

 

DSIgn List

Determines whether the user can access the DSignature List form.

 

Email Automation

Determines whether the user can access the Email Automation form.  Access to this form should be restricted to users who require it.

 

Employees

Determines whether the use can access the Employees form.  Access to this form should be restricted to users who require it.

 

Equipment

Determines whether the user can access the Equipment form.  Access to this form should be restricted to users who require it.

 

Estimate List

Determines whether the user can access the Estimate List form.

 

Estimate Wizard

Determines whether the user can access the Estimate Wizard.

 

Export Customers

This legacy permission applies to a deprecated feature.

 

Export To QB (QuickBooks Edition)

Determines whether the user can export Customers, Items, and Estimates/Invoices to QuickBooks. Access to these functions should be restricted to users who require it.

 

Follow Up Calls

Determines whether the user can access the Follow Up Calls form.

 

Item Builder

Determines whether the user can access the Item Builder, user during initial setup to help users make Item Details entries from their Product Details entries.   Access to this form should be restricted to users who require it.

 

Item Details

Determines whether the user can access the Item Details form.  Access to this form should be restricted to users who require it.

 

Line Item List

Determines whether the user can access the Line Item List form.

 

Load Sheets (Advanced Features Module)

Determines whether the user can access the Load Sheets form.  Access to this form should be restricted to users who require it.

 

Manufacturers

Determines whether the user can access the Manufacturers form.

 

Open Estimates

Determines whether the user can access the Estimate form.

 

Package List

Determines whether the user can access the Package List form.

 

Percentages

Determines whether the user can access the Percentages form.  Access to this form should be restricted to users who require it.

 

Product Details

Determines whether the user can access the Product Details form.  Access to this form should be restricted to users who require it.

 

Product Inventory

Determines whether the user can access the Product Inventory form.  Access to this form should be restricted to users who require it.

 

Progress Explorer

Determines whether the user can access the Progress Explorer form.

 

Report Manager

Determines whether the user can access the Report Managers throughout Allpro Insulator.

 

Sales Reps

Determines whether the user can access the Sales Reps form.  Access to this form should be restricted to users who require it.

 

Scheduled Jobs

Determines whether the user can access the Scheduled Jobs form, a list used to manage jobs scheduled in SchedulPro.

 

Suppliers

Determines whether the user can access the Suppliers form.

 

Time Sheet

Determines whether the user can access the Time Sheet form.  Access to this form should be restricted to users who require it.

 

Users

Determines if the user can access the Software Users form. Access to this form should be restricted to administrators.

 

Access Grid Field Chooser

Determines whether the user can access the Field Chooser feature, used to make changes to what information is displayed in Grids.

 

Import from QB (QuickBooks Edition)

Determines whether the user can import Customer and Job information from QuickBooks.

 

Insert Purchase Order from QuickBooks (QuickBooks Edition)

Determines whether the user can import PO’s from QuickBooks in Product Inventory.  Access to this feature should be restricted to users who require it.

 

Crew Filter Switching

Determines whether the user can change Crew Filter settings on the Job Costing form.

 

Enter Actual Labor Unit

Determines whether the user can enter Actual Labor units for Costing and Payroll Splits.  Access to this form should be restricted to users who require it.

 

Enter Actual Material Usage

Allows the user to enter the Actual Product units used on the job for Costing.  Access to this form should be restricted to users who require it.

 

Internal Alerts Msgs

Determines whether the user can access Allpro Alerts Internal Notification Messages in the main toolbar.

 

Advanced Costing Wizard

Determines whether the user can access the Advanced Costing Wizard.  Access to this form should be restricted to users who require it.

 

Allpro Alerts Log

Determines whether the user can check logs regarding Allpro Alerts internal notifications and under View Logs in Data. 

 

Backup Data

No Longer Supported.  Support for this feature that was deprecated when Allpro Insulator switched from using a Microsoft Access database to a Microsoft SQL database, which made it no longer possible.

 

Create/Access Estimate As

Determines whether the user can access the Create/Access Estimate As feature in the Data menu, allowing them to access and create estimates under a sales rep of their choosing.  Access to this feature should be restricted to users who require it.

 

Dashboard Manager

Determines whether the user can access the Dashboard Manager in the Analytics menu.

 

Dashboard Viewer

Determines whether the user will be able to access the analytics dashboard from the Analytics menu.

 

Full PM Log

Determines whether the user can access the PM Log tab of View Logs in Data

 

Print/Export/Email Log

Determines whether the user can access the Print/Export/Email tab of View Logs in Data.

 

QB Ready Package List (QuickBooks Edition)

Determines whether the user can Access the QuickBooks Ready Package List feature under Data.

 

Reports

Determines whether the user can access the Reports feature under Analytics.

 

Sales Reps Dashboards

Determines whether the user can access the Sales Rep Dashboard View/Designer form.

 

SchedulePro

Determines whether the user can access the SchedulePro calendar.

 

User Preferences

Determines whether the user can access the User Preferences form using the Preferences icon on the main toolbar.  Access to this form should be restricted to users who require it.

 

View Support Summary

This permission refers to a feature that was deprecated.  Closed support tickets are now emailed to the main contact at your company, but you can request a copy at support@allprotechnology.com or by phone at (231) 839-7928.

 

Edit Dropdown List

Determines whether the user can make changes to modifiable dropdown menu lists throughout Allpro Insulator, as indicated by a blue button on the left side of the dropdown field.

 

Web Portal Permissions

The remaining permissions apply to the web portal user associated with the current software user.  Note that most permissions apply to Full Feature users as Crew Edition users lack access to many of the features and can only access information on Jobs assigned to them in SchedulePro.

 

CL Create Customer (AIOWP)

Determines whether the user can create new customers in the web portal.

 

CL Create Job (AIOWP)

Determines whether the user can create new Jobs in the web portal.

 

CL Delete Job (AIOWP)

Determines whether the user can delete Jobs from the web portal.

 

 

CL Edit Customer (AIOWP)

Determines whether the user can Edit customer information in the web portal.

 

CL Edit Job (AIOWP)

Determines whether the user can edit Job information in the web portal.

 

CL Open Customer/Job List (AIOWP)

Determines whether the user can access the Customer/Job List in the web portal.

 

CL Open Job Actions Menu (AIOWP)

Determines whether the user can access the Job Action menu in the web portal.

 

DC Open Document Page (AIOWP)

Determines whether the user can access the Documents page of the web portal.

 

DC View Costing Sheets (AIOWP)

Determines whether the use can view Costing Sheets on the Document page of the web portal after they have been added to the Documents form in Allpro Insulator.

 

DC View Estimates (AIOWP)

Determines whether the use can view Estimates on the Document page of the web portal after they have been added to the Documents form in Allpro Insulator.

 

DC View Invoices (AIOWP)

Determines whether the use can view Invoices on the Document page of the web portal after they have been added to the Documents form in Allpro Insulator.

 

DC View Job Sheets (AIOWP)

Determines whether the use can view Job Sheets on the Document page of the web portal after they have been added to the Documents form in Allpro Insulator.

 

DL Open DSign List Action Page (AIOWP)

Determines whether the user can access the Action menu on the DSign List page of the web portal.

 

DL Open DSign List Page (AIOWP)

Determines whether the user can access the DSign List page of the web portal.

 

EP Delete Pictures (AIOWP)

Determines if the user can delete pictures from the Edit Picture Details page on the Web Portal.

 

EP Edit Picture Details (AIOWP)

Determines whether the user can modify information on the Edit Picture Details page of the web portal.

 

EP Open View/Edit Picture Details (AIOWP)

Determines whether the user can open the Edit Picture Details page in the web portal.

 

EL Open Estimate List Actions Page (AIOWP)

Determines whether the user can access the Action Page for the Estimate List in the web portal.

 

EL Open Estimate List Page (AIOWP)

Determines whether the user can open the Estimate List page in the web portal.

 

GE Open Gallery Explorer Page (AIOWP)

Determines whether the user can access the Gallery Explorer page on the web portal to view pictures and add pictures.

 

JL Delete Job (AIOWP)

Determines whether the user can delete Jobs from the Job List page of the web portal.

 

JL Edit Job (AIOWP)

Determines whether the user can edit Jobs in the Job List page of the web portal.

 

JL Open Job Actions Page (AIOWP)

Determines whether the user can access the Action menu on the Job List page of the web portal.

 

JL Open Job List Page (AIOWP)

Determines whether the user can open the Job List Page on the web portal.

 

PG Open Picture Gallery Page (AIOWP)

Determines whether the user can open pictures in the Gallery view on the web portal.

 

PG Open Picture Slider Page (AIOWP)

Determines whether the user can open picture on the Slider view on the web portal.

 

UM Create Product Usage (AIOWP Crew Edition)

Determines whether the Crew Edition user can enter product usage on the Product Usage – Multi page of the web portal.

 

UM Delete Product Usage (AIOWP Crew Edition)

Determines whether Crew Edition user can delete product usage after it was entered on the Product Usage – Multi page of the web portal.

 

UM Edit Product Usage (AIOWP Crew Edition)

Determines whether the Crew Edition user can edit Product Usage information after it was entered on the Product Usage – Multi page of the web portal.

 

UM Open Product Usage (AIOWP Crew Edition)

Determines whether the Crew Edition user can open the Product Usage – Multi page of the web portal.

 

US Edit Product Usage (AIOWP Crew Edition)

Determines whether the Crew Edition user can edit Product Usage information after it was entered on the Product Usage – Single page of the web portal.

 

US Open Product Usage (AIOWP Crew Edition)

Determines whether the Crew Edition user can open the Product Usage – Single page of the web portal.

 

SJ Open Scheduled Jobs Action Page (AIOWP)

Determines whether the user can access the Action Menu on the Scheduled Jobs page of the web portal.

 

SJ Open Scheduled Job Page 

(AIOWP) Determines whether the user can open the Scheduled Job page on the web portal.

 

SE Open Slider Explorer (AIOWP)

Determines whether the user can access the Slider Explorer Page in the web portal.

 

TS Clock-In (AIOWP Crew Edition)

Determines whether the Crew Edition user can access the Clock-In function on the Time Sheet page of the web portal.

 

TS Clock-Out (AIOWP Crew Edition)

Determines whether the Crew Edition user can access the Clock-Out function on the Time Sheet page of the web portal.

 

TS Manual Edit – Create (AIOWP Crew Edition)

Determines whether the Crew Edition user can open and create new timesheet entries in the Time Sheet Manual Edit page of the web portal.

 

TS Manual Edit – Delete (AIOWP Crew Edition)

Determines whether the Crew Edition user can open and delete entries from the Time Sheet Manual Edit page of the web portal.

 

TS Manual Edit – Edit (AIOWP Crew Edition)

Determines whether the Crew Edition user can open and edit entries on the Time Sheet Manual Edit page of the web portal.

 

TS Manual Edit – View (AIOWP Crew Edition)

Determines whether the Crew Edition user can open and view entries on the Time Sheet Manual Edit page of the web portal.

 

UP Upload Pictures (AIOWP)

Determines whether the user can upload Job Pictures to the web portal.

 

SP Create New Appointments (AIOWP)

Determines whether the user can create new appointments on the SchedulePro page of the Web Portal.

 

SP Delete Existing Appointments (AIOWP)

Determines whether the user can delete existing appointments on the SchedulePro page of the web portal.

 

SP Edit Existing Appointments (AIOWP)

Determines whether the user can modify existing appointments on the SchedulePro page of the web portal.

 

SP Open SchedulePro (AIOWP)

Determines whether the user has access to the SchedulePro page in the web portal.