Work Orders
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      Who Has Access to Work Orders?

      Control who on your team can interact with Work Orders.

      Access to Work Orders is controlled through Access Profile settings.

      To update these permissions:

      • Click on your Profile Icon or initials in the top right corner
      • Select Settings from the drop-down menu
      • Within the Settings menu, open the Access Profiles tab
      • Edit an existing profile or add a new one

      Screen Shot 2022-10-03 at 3.36.06 PM

      You can give a user access to either "View", "Create & Edit", or "Delete" this specific kind of file. Remove this access from a team member by setting Work Orders to "No Access".

       

      Note: "Limited Access" users will only be able to interact with Work Orders up to the level of permission they're given for Contacts and Jobs to which they are directly assigned.