Permission dependencies

Discover permission dependencies.

Overview

The Skedulo permissions control access to parts of the web app and the ability to perform actions and use the functionality in the web and mobile apps. In addition to having the appropriate permissions, the navigation menu must be configured per role for users to be able to get to the functionality for which they have permissions.

The sections that follow specify the permissions that are required for different parts of the Skedulo app to be accessible (but not necessarily to use or modify it, which typically requires additional permissions).

Access to the web app

To gain access to the Skedulo web app, users need a minimum set of permissions. This includes access to the main scheduling and work consoles, as well as the ability to see data. This essentially provides read-only access to the app. Data visibility can be controlled by further enabling record access policy rules.

Users who require access to the Skedulo web app require the following permissions, at a minimum:

  • Web app access
  • View and modify schedules
  • View custom data definitions
  • View picklist vocabulary items
  • View organization settings
  • View user’s own preferences
  • View data records
  • View packages

Access to the mobile app

The Resource role (which includes the Mobile app access permission), is required to access the mobile app. This role can be customized or used in addition to other custom roles, but must be assigned to any user that needs to log into the mobile app.

Access to job page features and functionality

The job details page contains many features that can be important for scheduling work. The screenshot below shows some of the features that are controlled by permissions:

Screenshot of a job with numbers corresponding with the list that follows.

The numbered list that follows corresponds with the screenshot above, for easy reference.

  1. Job offers functionality requires the View job and shift offers and View device information permissions.
  2. The Resolve button on notification failure notifications requires the View job and shift offers and View device information permissions.
  3. SMS/Push notification failure messages require the View job and shift offers and View device information permissions.
  4. The ability to allocate resources to jobs and shifts requires the Manage resource allocations permission.
  5. Access to the attachments tab on job details page requires the View attachments permission.

Screenshot of the job card on the calendar view Screenshot of the dispatch button

The ability to dispatch jobs is also controlled by a permission. The Dispatch button on the job page, job card, and scheduling pages require the Dispatch allocated work to resources permission.

The Actual time tab on the job details page, and Suggested and actual routes on the map provide resource tracking capabilities that require the View resource tracking permission.

Data management and messaging access

Navigation menu with numbers corresponding to the list that follows.

  1. Resources pages (People and Assets) require the Modify resources permission.
  2. Availability pages (Calendar and Requests) require the View and modify availability permission.
  3. Manage pages for Activity types, Availability types, Job types, and Resource categories requires the Administrator role.
  4. Messaging functionality requires the Use messaging permission.

Settings pages access

Access to the Settings page requires the View organization settings and Modify organization settings permissions.

Specific settings pages require additional permission to access them:

  • Preferences settings page requires the Modify user’s own preferences permission.
  • Navigation menu settings page requires the Modify navigation menus permission.
  • API user settings page requires the Assign the API user permission.
  • API tokens settings page requires the View API access tokens and Modify API access tokens permissions.
  • The Users settings page requires the Modify all users’ details permission.
  • The Objects and fields settings page requires the Modify custom data definitions permission.
  • The Extensions settings page requires the View extensions and Modify extensions permissions.
  • The Teams settings page requires the View team information and Modify team information permissions.
  • The Triggered actions settings pages requires the View webhooks and triggered actions and Manage webhooks and triggered actions permissions.

Optimization functionality

The View optimization history permission is required to have access to the following:

  • Settings pages:
    • Optimization settings
    • Optimization defaults
  • Optimization schedules functionality in the navigation menu

Custom pages

Depending on the custom functionality, users may need a combination of permissions to access, configure, and use web extensions. These include:

  • Custom objects and fields
  • Custom list views
  • Custom pages
  • Extensions

View-modify permission dependencies

Some permissions require other permissions to be granted for them to work as intended. Modify permissions have an inherent dependency on the complementary view permission.

If you assign this permission to a role: Then also assign these permissions:
Create and send job and shift offers View job and shift offers and View and modify schedules
Apply schedule templates View and modify schedules
Manage custom rule violations View and modify schedules
Modify recurring schedules View and modify schedules
View job and shift offers View and modify schedules
Copy schedules View and modify schedules
Dispatch allocated work to resources View and modify schedules
Manage resource allocations View and modify schedules
Decline work allocation View and modify schedules
Confirm work allocation View and modify schedules
Modify optimizations View optimization history
Manage channels Use messaging
Modify custom data definitions View custom data definitions
Create and modify picklist vocabulary items View picklist vocabulary items
Modify all configurations View all configurations
Modify shared lists View shared lists
Modify all pages View all pages
Modify team information View team information
Modify organization settings View organization settings
Modify user’s own preferences View user’s own preferences
Manage notification templates View notification templates
Create and modify attachments View attachments
Create and modify static files View static files
Modify data records View data records
Modify all data records View all data records
Modify data in bulk View data records
Modify API access tokens View API access tokens
Modify record access policies View record access policies
Modify user roles and permissions View user roles and permissions
Manage webhooks and triggered actions View webhooks and triggered actions
Upload resource tracking View own resource tracking and View resource tracking
Modify extensions View extensions
Modify packages View packages