User permission – Activity log – Agreement – Article – Facility – ToDo – Work order

Permission	Description	Other settings that affect / Good to know / Link to more information
ACTIVITY LOG
View all	Everyone sees their own activity log, because no permission is required. With Show all, the user sees everyone’s activity log.	You can access the activity log by clicking on your username and scrolling to the bottom of the page.
ADMIN
Admin	Gives the user the permission to access the Group Settings page and make settings there, add users, etc. There are also other functions that only the admin can see and perform. Example: Update linked service objects,	Your group must have at least one user with admin permissions.

Permission	Description	Other settings that affect / Good to know / Link to more information
FACILITY		Lonk: Add facility
View	Gives the user the permission to view facilities. Both in list view and detail view.
View assigned	Gives the user the permission to view assigned facilities
Edit	Gives the user the permission to edit the information on the facility
Edit assigned	Gives the user the permission to edit the information on a assigned facility.
Create	Gives the user the permission to add new facilities
Delete	Gives the user the permission to remove facilities	The recommendation is not to delete a facility to keep the history. Instead, you can inactivate the facility. Everyone has that permíssion.
Upload	Gives the user the permission to upload documents and images to a facility.
Assign	Gives the user the permission to assign facilities to other users.
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.

Permission	Description	Other settings that affect / Good to know / Link to more information
WORK ORDER		https://support.serviceprotokoll.se/kb/arbetsorder/
View	Gives the user the permission to view work orders, both the list view and the detail view.
View assigned	Gives the user the permission to see work orders assigned to them, no others.
Edit	Gives the user the permission to change work orders.
Edit assigned	Gives the user the permission to change work orders that they are assigned to, no others.
Create	Gives the user the permission to create work orders.
Delete	Gives the user the permission to delete work orders.
Cancel	Gives the user the permission to cancel work orders.
Invoice	The user sees the Ready for invoicing button and can set Mark as invoiced and Generate Backorder.	Requires the user to also have the Set ready for invoicing permission.
Generate invoice	Gives the user the permission to generate an invoice and the permission to send it directly to invoicing. When you click Ready for invoicing, you will be asked whether the order should be sent to the accounting program but also has the Send to accounting program button.	Requires the user to also have the Set ready for invoicing permission.
Assign	The user can assign work orders to themselves and others.	There is also a user setting that can be used = “Automatically assign newly created orders to self”.
Assign to self	The user can assign work orders to themselves but cannot assign orders to others.	There is also a user setting that can be used = “Automatically assign newly created orders to self”.
Perform	If you want an employee to only be able to perform and not change anything on a work order, choose this permission. The employee can still add a self-check.
Email protocol	Gives the user the permission to email protocols.
Handle bookings	Gives the user the permission to add and change work order bookings. The user can also add and change bookings via the Planner.
Send booking confirmation	Gives the user the permission to send booking confirmations.
Set to recurring	Gives the user the permission to set work orders as recurring work orders and set time and date ranges for them.
Sign	Sign work order	Also see Clear signatur
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.
Remove self-check from order	The user can remove a self-check on a work order.
Set ready for invoicing	The user sees the Ready for invoicing button but cannot do anything else with the invoice.	Service Protocol Setting: Set to Ready for invoicing on signed
Set individually ready	This means that the technician signs their part of the work. Only when everyone assigned to the order has signed can it be finally signed.	Link: Set ready for your part
Duplicate	Gives the permission to duplicate an order. All information is copied.	There is no connection between the original order and the duplicate order.
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.	Work order setting: Require custom status to save orders Link: Status/custom status

Permission	Description	Other settings that affect / Good to know / Link to more information
ARTICLE REGISTER
View	The user can view and search the article register and open article records.
View price	The user sees the prices of an article. This applies to both the article record and orders.	See also Pricing
Edit	The user can change information about an article.
Create	The user can add a new article. The setting also controls whether a new article can be added to an order.
Delete	The user can delete articles.	An article can only be deleted if it does not appear in any order, agreement, quote, etc. Then choose to inactivate the article.
Change which user added an article	Whoever adds an article to an order is automatically listed as Added by. With this permission, you can change who added the article.
Set time report info	The user can specify on an article that the article is a time article, i.e. used to create a time report.	All articles that you want to be sent with a time report must have this setting. Link: Time articles
Add article group	The user can create new article groups.	Link: Article group
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.

Permission	Description	Other settings that affect / Good to know / Link to more information
TO DO
View	Gives the user the permission to see orders in the To-Do list.
View assigned	Gives the user the permission to see orders assigned to them in the To-Do list.

Permission	Description	Other settings that affect / Good to know / Link to more information
AGREEMENT		Link: Agreement
View	The user can view and search agreements.
Edit	The user can open and change agreements
Create	The user can create new agreements.
Delete	The user can delete sales orders
Cancel	The user can cancel sales orders
Generate sales orders	The user can generate sales orders from agreements
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.

Updated on 2 July 2026

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