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Permissions Service – Statistics – Time report – Other

Permissions Service – Statistics – Time report – Other

Permission	Explanation	Other settings that affect / Good to know / Link to more information
SERVICE
View	The user sees service orders.
View assigned	The user sees service orders assigned to the user.
Create	The user can create service orders.
Edit	The user can edit service orders.	As an admin, you can also change a service order that has been started. You will then see a button with the text Change*.
Edit assigned	The user can edit assigned service orders.
Delete	The user can delete service orders.
Cancel	The user can cancel service orders.
Assign	The user can assign service orders to other users.
Assign to self	The user can assign service orders to themselves but not to other users.
Perform service	The user can perform service.
Perform assigned service	The user can perform assigned service orders.
Perform partial	The Partially Perform Service button appears on the order and by selecting it, the user can perform service on the objects one by one. For each object that is partially performed, a protocol is created.	Link: Perform partial
Remove/edit uploaded file	The user has the permission to delete and modify uploaded files.
View all custom statuses	When you have selected the setting “Requires permission” for a custom status and the user should be able to see and search for the status, select this.	Link: Custom status
Generate invoice	If you have this checked, a completed report will be sent directly to the financial system. If not, you will be asked if you want to send to accounting in a popup.	This setting is affected by Service Protocol: Generate Invoice. If both are unchecked, nothing is sent to accounting and you will not be asked if you want it.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
SERVICE TEMPLATE		Link: Service template
View	The user sees all service templates and can add them to service objects and orders.
Edit	The user can edit service templates.
Create	The user can create service templates.
Delete	The user can delete service templates.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
SERVICE OBJECT		Link: Service object
View	The user sees all service objects.
Edit	The user edit the information concerning a service object.
Create	The user can add a new service objects.
Delete	The user can delete service objects.
Reading	The user can add readings to the service object record.
Upload	The user has the permission to upload files.
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.
Clone	The user has the permission to clone a service object.
Change status	The user has the permission to change (custom) status on the object.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
SERVICE PROTOCOL
View	The user has the permission to see the section Service – Service protocol.
View assigned	The user sees the service protocol if the service order is assigned to them.
Create	The user can create a protocol. A protocol is created when you click Perform service and saved.
Edit	The user can change the service protocol.
Edit assigned	The user can change assigned service protocol.
Delete	The user can delete a service protocol.
Cancel	The user can cancel a service protocol.
Invoice	The “Ready for invoicing” button appears. Once you click that button, “Mark as invoiced” appears.	See Service Protocol Settings for settings that affect how the protocol is set for invoicing. For example: “Set ready for invoicing on signing” and “Ask “Send to ERP?” when protocol is completed”.
Generate invoice	The user has the permission to generate an invoice and if you have an integration with an accounting program, the user can send the invoice there. The user sees the button “Send order”.	See Service Protocol Settings for settings that affect how the protocol is set for invoicing. For example: “Set ready for invoicing on signing” and “Ask “Send to ERP?” when protocol is completed”. With both Invoice and Generate Invoice, you will see both the “Mark as invoiced” and “Send order” buttons.
Email protocol	The user has the permission to e-mail protocols.
Remove check points	The user has the right to remove check points (by clicking the bin)
Sign	The user has the right to sign protocols
Set individually ready	Used when each assigned technician should be able to mark their part of an order complete. Only when all assigned technicians have marked the order complete can the order be completed. Conditions: The technician must be assigned to the order.	Länk: Set individually ready
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.
Change template
Add service object	When performing a service protocol, you have the permission to add a completely new service object.	Link: Service object See under “Create new service object”

Permission	Explanation	Other settings that affect / Good to know / Link to more information
STATISTICS		Link: Statistics
View	The user sees and can use the functions in Statistics.	Statistics is not a standard module. Please contact support@serviceprotocol.com if you would like to use it.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
TIME REPORT
View	The user sees their own time report.
View all	The user sees their own and everyone else’s time reports.
Edit	The user can change their own time report.
Edit all	The user can change their own and everyone else’s time reports.
Attest	Användaren har rätt att attestera tidsrapporter.
View order rows when sum is excluded	Orders are listed in the time report but hours are not displayed and are not counted; you must enter hours manually.
Edit types list	The user can edit and add time report types.
Export	Gives the user the permission to export time reports (if integration is available) to financial systems or as an Excel file.

Permission	Explanation	Other settings that affect / Good to know / Link to more information
OTHER
Clear signatures	Allows you to click on the symbol for a signature and remove (Clear) the signature.
View history	In all places where we offer history, you will find the History button. History is a tool for troubleshooting.
Set article row visibility	This function is used when an individual article on an order should not be displayed for logged in customers and when printing. You can also temporarily change the setting “Hide for logged in customers and when printing” on an individual order.	Link: Hide article

Updated on 17 June 2026

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