User permissions determine what users have access to and can do in vWork. In vWork users can have Web App Permissions and Mobile Permissions.

If you are a vWork Administrator with Admin permissions you have the ability to customize access to both web app and mobile app permissions for each user to determine what they are allowed to do when using vWork.

What are the Mobile Permissions?

Mobile Permissions enable mobile workers to complete jobs through the vWork mobile app. They also determine if a vWork mobile app user can edit job information, create new jobs, or assign or reassign jobs to other mobile app users through the vWork mobile app.

All users, including mobile app users, are set up on the User Management page in the web app. This is where an Admin adds new users and edits existing user profiles. All user permissions are assigned within a user's profile.

🔔 Note: vWork's mobile app is for use by workers who create and complete jobs from a mobile device. The mobile app isn't a full scheduling app for dispatchers - this is what the web app is for.

You can find out more about web app permissions for Admins and Dispatchers in the article, Web App Permissions for Admins and Dispatchers.

Mobile Permissions

The Mobile Permissions for vWork mobile app users (workers) are listed and explained here.

💡Tip: Admins and Dispatchers can also have Mobile Permissions in addition to Web App Permissions if they need to view and complete tasks for jobs through the vWork mobile app.

Enabled

The 'Enabled' permission is the most important permission; this allows a worker to log in to the mobile app on their mobile device and complete jobs that are assigned to them. This is the most basic permission that all mobile app users must have enabled to use the mobile app.

Create Jobs

The 'Create Job' permission allows a worker to create jobs from the mobile app and upload these to the vWork server so they are visible to the Dispatcher. When enabled this opens a new field in the user profile where the Admin can choose to specify which templates the worker can create jobs from. If left blank the worker can use all templates to create jobs.

Assign Jobs

The 'Assign Jobs' permission allows a worker to reassign a job currently assigned to them to another worker and to assign a job they create to another worker through the mobile app. When enabled this opens a new field in the user profile where the Admin can specify the workers that jobs can be assigned to by the worker. If left blank the worker can assign jobs to any other worker.

Invoices

This permission has three levels:

When None is selected the Invoice screen is not visible on the mobile app. The worker can't see or interact with invoice information.
When Full is selected the worker can see and edit invoice information for a job and email the invoice to an email recipient.
When Read is selected the worker can see the invoice information but can't edit it. They can email the invoice to an email recipient.

💡 Tip: If invoicing isn't enabled in your account in the Finance settings, you won't see the Invoices permission.

Customers

You will only see the 'Customers' permission if you have this optional feature added to vWork.

The 'Customers' permission works in conjunction with the 'Create Job' permission. It determines how much access a mobile worker, using the vWork mobile app, has to existing customer information when they can create jobs through the mobile app. This permission has three levels:

When Full is selected the worker can search for, see and edit customer information when they create a job.
When Read is selected the worker can search for and see the customer information when they create a job but can't edit it.
When Hidden is selected the worker can't see or search for customer information when they create a job. This is useful when the mobile app user is a contractor or not an employee and you don't want them to have access to your customer information for privacy reasons.

🔔 Note: The default setting for the 'Customers' permission is set to 'Full'. Changing it to 'Hidden' or 'Read only' will only change how mobile app users can view customer information when creating jobs. This permission has no impact on how customer information is used elsewhere in the mobile app.

We have more information about the 'Customers' mobile permission in the article, Manage customer information seen and used to create jobs in the vWork mobile app

Chat

While not strictly a Mobile Permission, you can also enable the 'Chat' Web App permission for users with Mobile Permissions enabled. When enabled for a mobile app user the 'Chat' permission allows a user to exchange messages in the vWork mobile app with other mobile app users who also have this permission enabled.

💡 Tip: The 'Chat' permission is only needed for a mobile worker when they want to exchange instant messages with other mobile workers. When a Dispatcher has the 'Chat' permission they can send instant messages through the app to mobile workers and mobile workers can respond to these messages without needing the 'Chat' permission.

Mobile Chat permission.png

An example of Mobile Permissions applied to a worker

In this example, the worker, Amy, has been set up with all Mobile Permissions but she is restricted to read access for invoices and has This means Amy can:

Log in to the mobile app and complete jobs that are assigned to her. (Enabled permission)
Create new jobs using any template. (Create permission).
Assign jobs to other workers from her mobile app. She can reassign jobs that are currently assigned to her and also assign jobs she creates. (Assign Jobs permission)
🔔 Note: Although Amy has the 'Assign Jobs' permission enabled, she can only assign jobs to the workers specified in her user profile (Moe Lawne and Serge Major). If no workers were specified in her profile she would be able to assign jobs to any other worker.
View invoices related to her jobs, but she can't edit them. (Invoice permission set to the Read permission level.)

On the User Management page, you can see a summary of all users and their permissions. You can see Amy's permission summarized in this table.

Amy has 'Full' permission for each item that has a checkmark in a green circle.
Amy has 'Read Only' permission where there is an eye icon (Invoices).
Amy also has the Web App permission 'Chat' so she can instant message other vWork mobile app users at her company through the vWork app.

Review the General Settings for additional restrictions to permissions

Some permissions are also affected by the settings selected in the General vWork settings. These change the behavior of some permissions when the permission is enabled. We recommend you review the General settings (and Finance settings if the 'Invoices' permission is enabled) to make sure users can do what you need them to do in Work.

We provide an overview of vWork user permissions in the article, vWork user permissions.
We explain user permission levels and how to apply these in the article, User permission levels for Web App and Mobile Permissions.
To find out how to add new users to your vWork account please see the article, Create new users and send a log-in link to mobile users.
To learn about Web App Permissions please see the article, Web app permissions.
To understand how settings can affect permissions please read the articles,Customize your vWork account's General Settings and What can mobile workers change on an invoice?
For more information about the 'Customers' Mobile permission please read the article, Manage customer information seen and used to create jobs in the vWork mobile app.

Mobile Permissions: permissions for using the vWork mobile app

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