User Groups allow you to grant or deny access to SI users via permissions. As an SI Administrator, you can control your users' access to SI features. In a multi-user environment, limiting access to certain features within SI is often necessary.

For example, you may not want some users to view pricing in the catalog, or you might not want to grant QuickBooks transfer access to some users.

There are two default user groups in SI: Administrator and Standard User.

The Administrator user group has access to all SI features. You cannot remove any permissions from this group.
The Standard User user group has access only to the Time Sheets functionality. You can select other permissions for this group.

You can create custom user groups by accessing the Users setting in the SI Control Panel. When in the Manage Users interface, as shown above, click User Groups in the Categorization section of the ribbon.

The Manage User Groups form will open. Here, you can create custom user groups and set permissions for each group.

Permissions for user groups can grant or deny access to specific features in SI.

Here is the list of individual permissions grouped by the core features.

Catalog

The following is the form with the list of permissions for managing the Catalog.

The following are the permissions for managing the Catalog.

Permission	Function
View Catalog	Grants the ability to view the catalog. Denying this permission negates all other Catalog management permissions listed in this table.
Create Products	Grants the ability to create products.
Modify Products	Grants the ability to modify existing products.
Create Labor	Grants the ability to create labor items.
Modify Labor	Grants the ability to modify existing labor items.
Create Packages	Grants the ability to create packages.
Modify Packages	Grants the ability to modify existing packages.
Delete Products	Grants the ability to create or delete products.
Delete Labor	Grants the ability to create or delete labor items.
Delete Packages	Grants the ability to create or delete packages.
View Costs	Grants the ability to view costs for products, labor items, and packages.
View Prices	Grants the ability to view prices for products, labor items, and packages.
Edit Costs	Grants the ability to edit costs for products, labor items, and packages.
Edit Prices	Grants the ability to edit prices for products, labor items, and packages.
Share Product Queries	Grants the ability to share queries that you create.
Manage Manufacturers	Grants the ability to modify Manufacturers.
Manage Categories	Grants the ability to modify Categories.
Manage Labor Types	Grants the ability to modify Labor Types.
Manage Phases	Grants the ability to modify Phases.
Manage Taxes	Grants the ability to modify taxes.
Manage Price Types	Grants the ability to modify Price Types.
Manage Product/Labor Item Custom Fields	Grants the ability to manage Item Custom Fields.
Manage Units of Measure	Grants the ability to manage Units of Measure.
Manage I/Os	Grants the ability to manage I/Os.
Manage Points	Grants the ability to manage Points.
Manage Head Ends	Grants the ability to manage Head Ends.
Manage Price Settings	Grants the ability to manage Price Settings.
Manage Wire Settings	Grants the ability to manage Wire Settings.
Manage Product Price Rules	Grants the ability to manage Product Price Rules.
Manage Labor Item Price Rules	Grants the ability to manage Labor Item Price Rules.
Manage Submittals	Grants the ability to manage Submittals.
Manage Snippets	Grants the ability to manage Snippets.
Schedule Vendor Partner Price Updates	Grants the ability to schedule Vendor Partner price updates.
Manage Product File and Link Categories	Manage the files and links of the products.
Mnage Shape/Block Selection Settings	Manage the selection settings for shapes and blocks in Visio and AutoCAD.

Projects

The following is the form with the list of permissions for managing Projects.

The following are the permissions for managing Projects.

Permission	Function
View All Projects	Grants the ability to view all projects.
View My Projects (Assigned To)	Grants the ability to only see projects that are assigned to this user.
View My Projects (Resource)	Grants the ability to only see projects where the user is assigned as a resource.
Create New Projects	Grants the ability to create new projects.
Create Projects from Templates	Grants the ability to create new projects from project templates.
Modify All Projects	Grants the ability to modify all projects.
Modify My Projects (Assigned To)	Grants the ability to modify projects that are assigned to this user.
Modify My Projects (Resources)	Grants the ability to modify projects where the user is assigned as a resource.
Clone Projects	Grants the ability to clone a project.
Share Documents on Customer Portal	Grants the ability to publish documents to the Customer Portal.
Create/Modify Drawings and Files	Grants the ability to create or modify existing project drawings and other files.
Create/Modify Revisions	Grants the ability to create or modify existing project revisions.
Delete Projects	Grants the ability to delete projects.
Force Undo Project Check Out	Grants the ability to undo a Check Out from another user. The project on the server will be restored to the state it was in before being checked out.
Force Check In	Grants the ability to Check In a project that was not checked out to you. Your changes will overwrite the project on the server.
Approve Projects	Grants the ability to approve projects.
Unapprove Projects (with Change Orders)	Grants the ability to unapprove projects with change orders.
Unapprove Projects (without Change Orders)	Grants the ability to unapprove projects without change orders.
Archive/Unarchive Projects	Grants the ability to archive or unarchive projects.
Delete Drawings	Grants the ability to delete project drawings.
Delete Revisions	Grants the ability to delete revisions of projects
Create Products	Grants the ability to create new products within the Project Editor.
Create Labor	Grants the ability to create new labor items within the Project Editor.
View Costs	Grants the ability to view item costs and phase costs within the Project Editor.
View Prices	Grants the ability to view Item pricing within a project.
Edit Costs	Grants the ability to edit item costs and phase costs within the Project Editor.
Edit Prices	Grants the ability to edit Item pricing within a project.
Manage Project Templates	Grants the ability to manage project templates.
Modify Shared Project Settings	Grants the ability to modify the Project Settings.
Manage Locations	Grants the ability to modify the Locations.
Manage Systems	Grants the ability to modify the Systems.
Manage Project Status	Grants the ability to modify the Project Status.
Manage Order Status	Grants the ability to modify the Order Status.
Manage Project Number Format	Grants the ability to manage the Project Number Format.
Manage Component ID Format	Grants the ability to manage the Component ID Format.
Manage Project File Categories	Grants the ability to manage file categories in Project Explorer.
Manage Payment Terms	Grants the ability to modify Payment Terms.
Manage Price Type Settings	Grants the ability to modify Price Settings.
Manage Price Adjustments	Grants the ability to modify Price Adjustments.
Change Projects Folder	Grants the ability to change the default local Projects folder.
Lock/Unlock Project Items	Grants the ability to lock or unlock items within a project.
Insert PDF Background	Grants the ability to use the PDF Cloud Converter in the Visio interface.
Lock/Unlock Projects	Grants the ability to lock and unlock projects. Locking of projects can be manual or triggered from a Workflow Rule.
Lock/Unlock Project Reports	Grants the ability to lock and unlock Project reports. Locking of Project reports can be manual or triggered from a Workflow Rule.
Manage Project Gantt View	Grants the ability to view and manage the Gantt View for a project.
Manage Project Custom Fields	Grants the ability to manage the Project Custom Fields.
Define New Project Required Fields	Grants the ability to manage the New Project Required Fields.
Define Approved Project Required Fields	Grants the ability to manage the Approved Project Required Fields.
Manage Project Rules	Grants the ability to manage Project Rules.
Mass Update Projects	Grants the ability to use the Mass Update functionality in Project Explorer.
Manage Job Cost Reports	Grants the ability to run the following Job Cost reports: Job Cost, Revenue, and Backlog.
Modify Shared Project Item Validation Settings	Grants the ability to modify the Item Validation Settings.

Change Orders

The following is the form with the list of permissions for managing Change Orders.

The following are the permissions for managing Change Orders.

Permission	Function
Create/Modify Change Orders	Grants the ability to create and modify change orders.
Edit Change Order Number	Grants the ability to edit the change order number.
Delete Change Orders	Grants the ability to delete change orders.
Approve Change Orders	Grants the ability to approve change orders.
Reject Change Orders	Grants the ability to reject change orders.
Mark Change Orders as Pending	Grants the ability to change the status of an approved or rejected change order back to "pending."
Delete Approved Change Orders	Grants the ability to delete approved change orders.
Lock/Unlock Pending Change Orders	Grants the ability to lock and unlock pending change orders.
Lock/Unlock Approved Change Orders	Grants the ability to lock and unlock approved change orders.
Lock/Unlock Rejected Change Orders	Grants the ability to lock and unlock rejected change orders.

Business Analytics

The following is the form with the list of permissions for managing Business Analytics.

The following are the permissions for managing Business Analytics.

Permission	Function
Manage Client Analytics	Grants the ability to manage Business Analytics for clients.
Manage Project Analytics	Grants the ability to manage Business Analytics for projects.
Manage Project Item Analytics	Grants the ability to manage Business Analytics for project items.
Manage Project Change Order Analytics	Grants the ability to manage Business Analytics for change orders.
Manage Task Analytics	Grants the ability to manage Business Analytics for tasks.
Manage Service Order Analytics	Grants the ability to manage Business Analytics for service orders.
Manage Purchase Order Analytics	Grants the ability to manage Business Analytics for purchase orders.
Manage Purchase Order Item Analytics	Grants the ability to manage Business Analytics for purchase order items.
Manage Service Plan Analytics	Grants the ability to manage Business Analytics for service plans.

Mobile Quotes

The following is the form with the list of permissions for managing Mobile Quotes.

The following are the permissions for managing Mobile Quotes.

Permission	Function
Use Mobile Quote App	Grants the ability to use the Mobile Quote app.
Manage Mobile Devices	Grants the ability to manage which mobile devices can be used with SI.
View All Mobile Quotes	Grants the ability to view all Mobile Quotes.
View My Mobile Quotes	Grants the ability to view only Mobile Quotes assigned to this user.
Delete Mobile Quotes	Grants the ability to delete Mobile Quotes.
Archive/Unarchive Mobile Quotes	Grants the ability to archive/unarchive Mobile Quotes.
Manage Project Types	Grants the ability to manage Project Types.
Manage Meeting Objectives	Grants the ability to manage Meeting Objectives.

Reports

The following is the form with the list of permissions for managing Reports.

The following are the permissions for managing Reports.

Permission	Function
Run/View Client Reports	Grants (or, more specifically, denies) the ability to view and run Client reports.
Run/View Management Reports	Grants (or, more specifically, denies) the ability to view and run Management reports.
Run/View Reports	Grants the ability to run and view reports.
Create/Modify Reports	Grants the ability to create and modify reports via the Report Designers.
Delete Reports	Grants the ability to delete custom reports.
Publish Reports	Grants the ability to publish and share custom reports.
Manage Shared Report Settings	Grants the ability to choose whether the user can modify Shared Report settings.

Clients, Vendors, and Contacts

The following is the form with the list of permissions for managing Clients, Vendors, and Contacts.

The following are the permissions for managing Clients, Vendors, and Contacts.

Permission	Function
View All Clients	Grants the ability to view all clients.
View My Clients	Grants the ability to view only clients assigned to this User.
Create/Modify Clients	Grants the ability to create and modify existing clients.
Delete Clients	Grants the ability to delete existing clients.
View All Contacts	Grants the ability to view all contacts.
View My Contacts	Grants the ability to view only contacts assigned to this User.
Create/Modify Contacts	Grants the ability to create and modify existing contacts.
Delete Contacts	Grants the ability to delete existing contacts.
View Vendors	Grants the ability to view vendors.
Create/Modify Vendors	Grants the ability to create and modify existing vendors.
Delete Vendors	Grants the ability to delete existing vendors.
Export Clients	Grants the ability to export clients to CSV.
Export Vendors	Grants the ability to export vendors to CSV.
Export Contacts	Grants the ability to export contacts to CSV.
Manage Client Custom Fields	Grants the ability to define Client Custom Fields.
Manage Vendor Custom Fields	Grants the ability to define Vendor Custom Fields.

Schedule

The following is the form with the list of permissions for managing the Schedule.

The following are the permissions for managing the Schedule.

Permission	Function
View Tasks	Grants the ability to view tasks.
Create/Modify Tasks	Grants the ability to create and modify tasks.
Delete Tasks	Grants the ability to delete tasks.
View Service Orders	Grants the ability to view tasks.
Create/Modify Service Orders	Grants the ability to create and modify service orders.
Delete Service Orders	Grants the ability to delete service orders.
Archive/Unarchive Service Orders	Grants the ability to archive or unarchive service orders.
View Service Order Costs	Grants the ability to view the cost of items on service orders.
View Service Order Prices	Grants the ability to view the price of items on service orders.
View Resource Hours	Grants access to the Resource Hours interface.
Lock/Unlock Service Orders	Grants the ability to lock and unlock service orders. Locking of service orders can be manual or triggered from a Workflow Rule.
Lock/Unlock Service Order Reports	Grants the ability to lock and unlock Service Order reports. Locking of Service Order reports can be manual or triggered from a Workflow Rule.
Lock/Unlock Tasks	Grants the ability to lock and unlock tasks. Locking of tasks can be manual or can be triggered from a Workflow Rule.
Lock/Unlock Task Reports	Grants the ability to lock and unlock Task reports. Locking of Task reports can be manual or triggered from a Workflow Rule.
Manage Task Custom Fields	Grants the ability to modify Task Custom Fields.
Manage Service Order Custom Fields	Grants the ability to modify Service Order Custom Fields.
Modify Task Settings	Grants the ability to modify Task Settings.

Mobile Install

The following is the form with the list of permissions for managing Mobile Install.

The following are the permissions for managing Mobile Install.

Permission	Function
Publish Tasks	Grants the ability to publish tasks to Mobile Install.
Publish Service Orders	Grants the ability to publish service orders to Mobile Install.
Publish Site Items	Grants the ability to publish site items to Mobile Install.
Manage Mobile Installers	Grants the ability to manage Mobile Installers.

Purchase Orders

The following is the form with the list of permissions for managing Purchase Orders.

The following are the permissions for managing Purchase Orders.

Permission	Function
View Purchase Orders	Grants the ability to view purchase orders.
Create/Modify Purchase Orders	Grants the ability to create and modify purchase orders.
Delete Purchase Orders	Grants the ability to delete purchase orders.
Archive/Unarchive Purchase Orders	Grants the ability to archive and unarchive purchase orders.
Publish Purchase Orders	Grants the ability to publish purchase orders.
Item Receipts	Grants the ability to create Item Receipts for purchase orders.
Lock/Unlock Service Orders	Grants the ability to lock and unlock purchase orders. Locking of purchase orders can be manual or can be triggered from a Workflow Rule.
Lock/Unlock Service Order Reports	Grants the ability to lock and unlock Purchase Order reports. Locking of Purchase Order reports can be manual or triggered from a Workflow Rule.
Manage Shipment Preferences	Grants the ability to manage Shipment Preferences.

Service Plans

The following is the form with the list of permissions for managing Service Plans.

The following are the permissions for managing Service Plans.

Permission	Function
View Service Plan	Grants the ability to view service plans.
Create/Modify Service Plans	Grants the ability to create and edit service plans.
Delete Service Plans	Grants the ability to delete service plans.
Manage Service Plan Features	Grants the ability to create and modify Service Plan Features.
Manage Service Plan Items	Grants the ability to create and modify Service Plan Items.
Approve Service Plans	Grants the ability to approve service plans.
Reject Service Plans	Grants the ability to reject service plans.
Mark Service Plans as Open	Grants the ability to change the status of a service plan to Open.
Lock/Unlock Service Plans	Grants the ability to lock and unlock service plans for editing.
Lock/Unlock Service Plan Reports	Grants the ability to lock and unlock the ability to run Service Plan reports.
Manage Service Plan Custom Fields	Grants the ability to create and modify Service Plan Custom Fields.
Archive/Unarchive Service Plans	Grants the ability to archive and unarchive service plans.
Manage Service Plan Number Format	Grants the ability to create and modify the Service Plan Number Format.

Application

The following is the form with the list of permissions for managing the SI Application.

The following are the permissions for managing the SI Application.

Permission	Function
Manage Users	Grants the ability to add, edit, delete, and sign out users.
View Resource Costs	Grants the ability to view the Cost field associated with users and resources.
Modify Company Information	Grants the ability to modify the Company Information settings.
Manage Currencies	Grants the ability to manage currencies when using multiple currencies.
Assign Avalara Tax Codes	Grants the ability to set Avalara tax codes for products and labor items.
Manage Workflow Rules	Grants the ability to manage Workflow Rules.
Manage Checklists	Grants the ability to manage Checklists.
Share Custom Layouts	Grants the ability to share custom layouts with all users.

QuickBooks

The following is the form with the list of permissions for managing the QuickBooks integration.

The following are the permissions for managing the QuickBooks integration.

Permission	Function
Import/Export Customers	Grants the ability to import and export clients to create customers in QuickBooks.
Import/Export Vendors	Grants the ability to import and export vendors to and from QuickBooks.
Export/Sync Products	Grants the ability to export products and labor from SI to create new items in QuickBooks. Also grants the Sync function the ability to keep the two databases consistent.
Export to Estimates and Purchase Orders	Grants the ability to transfer a project in SI to an estimate or purchase order in QuickBooks.
Manage Shared QuickBooks settings	Grants the ability to choose whether the user can modify Shared QuickBooks settings.

Stencils and Blocks

The following is the form with the list of permissions for managing Stencils and Blocks.

The following are the permissions for managing Stencils and Blocks.

Permission	Function
Delete Stencils and Blocks	Grants the ability to delete stencils and blocks.
Publish Stencils and Blocks	Grants the ability to publish stencils and blocks to share with all users.

Time Sheets

The following is the form with the list of permissions for managing Time Sheets.

The following are the permissions for managing Time Sheets.

Permission	Function
View Time Sheets	Grants the ability to view time sheets.
Create Time Sheets	Grants the ability to create time sheets.
Modify Time Sheets	Grants the ability to modify and edit time sheets.
Delete Time Sheets	Grants the ability to delete time sheets.
Approve Time Sheets	Grants the ability to approve time sheets.
Unapprove Time Sheets	Grants the ability to unapprove time sheets.
Edit Resource Cost/Hr when Approving Time Sheets	Grants the ability to edit the per-hour resource costs when approving time sheets.
Manage Time Sheet Settings	Grants the ability to manage Time Sheet Settings.
Edit Overtime Settings	Grants the ability to check and uncheck the Overtime option for time sheets.
Modify Shared Time Sheet Validation Settings	Grants the ability to modify the Time Sheet Validation Settings.
Run Labor Utilization Report	Grants the ability to run the Labor Utilization report.

Integrations

The following is the form with a list of permissions for managing Integrations.

The following are the permissions for managing the Integrations.

Permission	Function
Export Catalog Products to Integrations	Grants the ability to export products from SI to integrations.
Import Catalog Products from Integrations	Grants the ability to import products from integrations to SI.
Manually Export Projects to Integrations	Grants the ability to export projects from SI to integrations.
Import New Projects from Integrations	Grants the ability to import projects from integrations to SI.
Export Change Orders to Integrations	Grants the ability to export change orders from SI to integrations.
Import Change Orders from Integrations	Grants the ability to import change orders from integration to SI.
Import New Tasks from Integrations	Grants the ability to import tasks from integrations to SI.
Export Tasks to Integrations	Grants the ability to export tasks from SI to integrations.
Import New Service Orders from Integrations	Grants the ability to import service orders from integrations to SI.
Export Service Orders to Integrations	Grants the ability to export service orders from SI to integrations.
Import New Service Order from Integrations	Grants the ability to import new service orders from integrations to SI.
Export Service Plans to Integrations	Grants the ability to export service plans from SI to integrations.
Export Time Sheets to Integrations	Grants the ability to export time sheets from SI to integrations.
Export Purchase Orders to Integrations	Grants the ability to export purchase orders from SI to integrations.

User Groups and Permissions