We've simplified the approach to controlling the level of access your staff have to Auxo Workshop by categorising sets of access/restriction into 'User Roles'. When you create a new user in Auxo Workshop you assign a User Role to the user, and their access is restricted accordingly.
Roles
Currently, Auxo has four security roles that determine what a user can access within the system:
Workshop Owner: Full access to the system, including setup and configuration settings
Workshop Admin: Has restricted access to configuration
Limited Access: Has restricted access to financial information
No Access: Cannot log in to the system
User Roles - Detailed Access Definitions
Workshop Owner Role
Full access to the system, including setup / configuration and subscription management features.
Workshop Admin Role
Modules | Actions |
Dashboard | View the Dashboard Edit notification / warning parameter |
Calendar - View the calendar | View Daily & Weekly view Navigate to different dates |
Calendar - Manage the calendar | Move, Edit information in Job Cards throughout the whole workflow View information in Job Cards Add Booking from Diary Add Leave Notes |
Calendar - Online Booking Scheduler | View all pending booking requests View the history of online booking requests Search, Filter (Including Saved Filter), Sort Approve / Decline online booking requests Send emails /SMSs to customers Schedule & modify booking |
Job management - Workboard | Move, Edit information in Job Cards only from Booked to Completed Print Jobs Search & Filters Change all status of jobs on the job cards (completed, invoiced etc.) Change limited status of jobs on the job cards: from Booked to Completed Allocate technicians to jobs. |
Job management - New Booking | Create jobs for existing and non-existing customers & vehicles Schedule Booking and modify Cancel Job View, Update, Delete Service Section - Search Service, Add Service, Add Labour, Parts, Outwork. View, Manage Line item, Job cost & Margin Preview & Generate Invoice View, Update & Delete Payments Add, Delete Credit Note Edit customer View all customers in a dropdown or in a list View all customers details View, update, delete Reminders, Readings, customer, vehicle, Internal Notes |
Job management - Jobs | View job cards + search for information in job cards & filter the search criteria Print job cards View, Update, Delete Service Section - Search Service, Add Service, Add Labour, Parts, Outwork View, Manage Line item, Job cost & Margin Manage jobs: create jobs (with new/existing customer & vehicle), move, edit information in job cards: change job statuses, cancel a job View, update, delete Reminders, Readings, customer, vehicle, Internal Notes Print Invoice Add, Delete Credit Note View Invoice List Search, Filter the results, Sort Save filters Bulk Actions - Export to CSV, Add More Columns, Print, Send Email, SMS, Remove Tags, Add Tags Navigate to a Job details, Customer details & Edit information View, Update & Delete Payments Can be allocated to jobs Save filters |
Job management - Invoices | View Invoice List Preview & Generate Invoice Search, Filters (Including Saved Filter), Sort Bulk Actions - Export to CSV, Add More Columns, Print, Send Email, SMS, Remove Tags, Add Tags View Invoice & Credit Note print Navigate to a Job details, Customer details & Edit information Create Credit Note Track invoice payments: view + modify + print invoices |
Job management - Reminders | View Reminder List Search, Filters (Including Saved Filter), Sort Bulk Actions - Export to CSV, Add More Columns, Print, Send Email, SMS. Navigate to any Active Jobs, Customer, vehicle details & edit information. Send reminders to customers; view + modify + delete reminders |
Contacts - Customers | View Customer List Search, Filters (Including Saved Filter), Sort Can do Bulk Actions - Export to CSV, Add More Columns, Print, Send Email, SMS. Add New Customer View, Update customer details |
Contacts - Vehicles | View Vehicle List Search, Filters (Including Saved Filter), Sort Bulk Actions - Export to CSV, Add More Columns, Print, Send Email, SMS. Add New Vehicle View, Update Vehicle details |
Add-ons | View the Add-ons |
Settings - Staff | View the the list of staff Manage the accounts: view users, edit staff details, assign roles, inactivate staff |
Settings - Client communication | View + modify communication to the clients View + create + modify + delete document and communication templates. |
Settings - Online booking (web form) | View + modify mobile application settings. |
Limited Access Role
Modules | Actions |
Calendar | View Daily & Weekly view Navigate to different dates View information in Job Cards |
Job management - Workboard | Move, Edit information in Job Cards only from Booked to Completed Print jobs Search & Filters Change limited statuses of jobs on the job cards: from Booked to Completed Allocate technicians to jobs. |
Job management - New Booking | Jobs creation with existing customers & vehicles Schedule Booking and modify Print Job View, Update, Delete Service Section - Search Service, Add Service, Add Labour, Parts, Outwork. View, Manage Line item, Job cost & Margin Edit customer View all customers in a dropdown or in a list View, update, delete Reminders, Readings, customer, vehicle, Internal Notes |
Job management - Jobs | View job cards + search for information in job cards & filter the search criteria Print job cards View, Update, Delete Service Section - Search Service, Add Service, Add Labour, Parts, Outwork View, Manage Line item, Job cost & Margin Manage jobs: create jobs (with new/existing customer & vehicle), move, edit information in job cards: change job statuses, cancel a job Search, Filter the results, Sort |
Contact - Customers | View Customer List Search, Filters (Including Saved Filter), Sort |
Contact - Vehicles | View Vehicle List Search, Filters (Including Saved Filter), Sort View, Update Vehicle details |
No Access Role
User cannot log into the system. This role is primarily used for technicians you will allocate jobs to, but will not have their own login to the system.