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

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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.

Note: If you have Subcontractors enabled, adding them to the Subcontractor field on a Work Order, does not give permissions to the Subcontractor. If the intent is to grant access to the Work Order, the Subcontractor would need to be Assigned to the Work Order.