Job permissions

IT Mgr Practice Admin

1st level pages	Taskpad pages	Page/Permission	Linked pages/Permissions/Dashlets
Staff	Global Standard Job Management	StdJobManage	JobDets JobDetsView JobBilling JobBudgets JobChangeBudgetType JobDates JobDelete JobDocuments JobForward JobJuris JobManagement JobMasterTasks JobNotes JobQuest JobQuestApp JobRates JobRoles JobRollover JobSchedule JobSchedView JobStatusUpdate JobTasks JobTaskSchedule JobTaskSchedView
	Global Standard Job Management	StdJobManage	JobDets JobDetsView JobBilling JobBudgets JobChangeBudgetType JobDates JobDelete JobDocuments JobForward JobJuris JobManagement JobMasterTasks JobNotes JobQuest JobQuestApp JobRates JobRoles JobRollover JobSchedule JobSchedView JobStatusUpdate JobTasks JobTaskSchedule JobTaskSchedView
Global Tax Job Management	StaffTaxJobsList	StaffTaxJobsStatusList JobDets JobDetsView JobBilling JobBudgets JobChangeBudgetType JobDates JobDelete JobDocuments JobForward JobJuris JobManagement JobNotes JobQuest JobQuestApp JobRates JobRoles JobRollover JobSchedule JobSchedView JobStatusUpdate JobTasks JobTaskSchedule JobTaskSchedView	Global Tax Job Management
Client	Client Jobs List	ClientJobs	JobDets JobDetsView JobBilling JobBudgets JobChangeBudgetType JobCreateBlank JobCreateTemp JobDates JobDelete JobDocuments JobForward JobJuris JobManagement JobMasterTasks JobNotes JobQuest JobQuestApp JobRates JobRoles JobRollover JobSchedule JobSchedView JobStatusUpdate JobTasks JobTaskSchedule JobTaskSchedView

Job permissions are more complex than most other permissions. To allow staff members to view a job list only, without the ability to open or expand the job, the following permissions must be applied:

Staff Job List – StaffJobList

Client Job List – ClientJobs

To allow staff to Expand or Open the job in a read only mode the additional permission of ClientJobDets must be given. This permission also control the Edit option within Timesheets next to Jobs and Tasks. However, the individual panel permissions must also be granted to then allow the
user to edit the job details or task details.

Each panel within the Job Detailspage has its own permission, this permission allows the user to edit the panel details. These permissions are:

JobBilling

JobBudgets

JobDates

JobDocuments

JobJuris

JobManagement

JobNotes

JobQuest

JobRates

JobRoles

JobTasks

JobDocuments

There are also additional permissions associated with particular actions. These permissions are:

JobChangeBudgetType – ability to change the budget type on a job.

JobRollover – ability to rollover an individual job within the Job Management panel.

JobForward – ability to forward the job to someone.

JobStatusUpdate – ability to change the Job Status

JobSchedule – ability to open the Job Schedule page using Schedule button within the Management panel.

JobQuestApp – ability to approve job questionnaires from the Client Questionnaires page. This works in conjunction with the Questionnaire set up.

JobCreateBlank – ability to create a Manual Job from the New Job button on the Client Jobs Page.

JobCreateTemp – ability to create a Template Job from the New Job button on the Client Jobs Page.

JobDelete – ability to Delete a Job within the full Job Details pages.

JobNoteRepDelOth - ability to delete the replies of staff members in Job Notes.

There are additional permissions relating to the various job portolfios within the Portfolios menu:

JobManage – provides access to the Workflow Management Portfolio.

JobWFHeader –allows the user to drill into the Job Header from the Workflow Management Portfolio.

JobWFTasks –allows the user to drill into the Job Tasks from the Workflow Management Portfolio.

JobETCPortfolio – provides access to the ETC Portfolio.

JobTrackerPortfolio – provides access to the Job Tracker Portfolio.

ClientServDet – provides access to edit jobs and services from within timesheets.

JobExtend – provides the ability to extend a jurisdiction if the user has access to that jurisdiction status.

Deprecated Job Permissions

The following permissions have been deprecated:

ClientJobSummary