MoversSuite Administration (web) > User Setup > Personnel > User Setup > Security Profile

 

Access to Tasks functionality is controlled through Module settings within the Security Profile setup area.  

 

Described in the table below are the MoversSuite modules that affect Tasks functionality.   Use this table when updating the security profile of Tasks users.

 

Security Profile Module

Access Type grants the following MoversSuite Privileges

Claims

Read Only

Users with Read Only access to the Claims module can only view tasks.

Full

Users with Full access to the Claims module can perform all task-related functions for the branches they are assigned; they will have Read Only access to all branches that they are not assigned. Full access allows a user to set Task Definitions and Task Group fields in Claim Details.

Order Information

Read Only

Users with Read Only access to the Order Information module can only view tasks.

Full

Users with Full access to the Order Information module can perform all task-related functions for the branches they are assigned; they will have Read Only access to all branches that they are not assigned.  Full access allows a user to set Task Definitions and Task Group fields in Name, Address, Phone.

Tasks

Read Only

Users with Read Only access to the Tasks module can only view tasks for all assigned branches.

Full

Users with Full access to the Tasks module can perform all task-related functions for the branches they are assigned; they will have Read Only access to all branches that they are not assigned.