| Permission | Description | Other settings that affect / Good to know / Link to more information |
|---|---|---|
| View | The user can view and search service protocols. | |
| View assigned | The user can view and search assigned service protocols. | |
| Create | The user can create a protocol. A protocol is created when you click Perform service. | |
| Edit | The user can edit a service protocol. | |
| Edit assigned | The user can edit assigned service protocols. | |
| Delete | The user can delete service protocols. | |
| Cancel | The user can cancel service protocols. | |
| 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 signed” 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 to accounting program”. | See Service Protocol Settings for settings that affect how the protocol is set for invoicing. For example: “Set ready for invoicing on signed” 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 can email the protocol. | |
| Remove check points | The user can remove check points by clicking the “dust bin”. | |
| Sign | The user has the permission to sign protocols. | |
| Set individual 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. | Link: Set 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: Create new Service object |
Permissions Service protocols
Updated on 19 August 2026
