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 and all features available to any other role
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
📝 Note: The Technician option is a separate designation that can be enabled on any user account regardless of role. If enabled, that user will appear as a technician in the Calendar and can have jobs allocated to them.
Workshop Owner Role
Full access to all features in the system, including everything available to the Workshop Admin and Limited Access roles, plus 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 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 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 and Print Invoice 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.