Permissions Work order

Permission	Description	Good to know
		Link: Work order
View	Enables the user to view work orders, both the list view and the detail view.
View assigned	Enables the user to see work orders assigned to them, no others.
Edit	Enables the user to edit work orders.
Edit assigned	Enables the user to edit work orders assigned to them, no others.
Create	Enables the user to create work orders.
Delete	Enables the user to remove work orders.
Cancel	Enables the user to cancel work orders.
Invoice	The user sees the Ready for Invoicing button and can set Mark as Invoiced and Generate Backorder.	Make sure the user also has the permission to Set ready for invoicing.
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 are asked if the order should be sent to accounting software, but also has the Send order (to accounting software) button.	Requires that you 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 = “Assign self-created orders automatically”.
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 = “Assign self-created orders automatically”.
Perform	If you want an employee to only be able to perform and not be able to change anything on a work order, you choose only this permission. The employee can still add a Self-Check.
Email protocol	Enables the user to email protocols.
Handle bookings	Gives the user the permission to add and modify work order bookings. The user can also add and modify bookings via the Planner.
Send booking confirmation	Enables the user to email 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	Enables the user to sign work orders.	See also Permissions Other – Clear signatures
Remove/edit uploaded file	Gives the user the permission to delete files and modify uploaded files and folders.
Remove self check from order	Enables the user to remove self check from a work order
Set individual ready	The user sees the Ready for invoicing button but cannot do anything more about the invoice.	Service protocol settings: Set ready for invoicing on signed
Set individual 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

Updated on 20 August 2026

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