Permission Definitions

The following sections contain all of the permissions in alphabetical order, as displayed on the Assign Permissions screen.

The permissions beginning with A are described in the following table.

Permission Module Allows users to...
Acquisition Estates View, create and update acquisition records.
AcquisitionReferenceData Estates View, create and update Acquisition reference data.
Address Core View, create and update address details.
Agency Core View, create and update agencies (that is: suppliers, manufacturers and so on).
AgencyApproval Core Approve agencies (that is: select the Approved check box on the Agency Editor).
AgencyReport Core

Run the Agency Report (Weekly Timesheet Report).

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
AgencySiteCode Core View, create and update agency site codes.
Analytics Admin This permission is no longer in use.
AnalyticsCore Analytics

Schedule an Analytics Snapshot.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to schedule the snapshot).
Application Application View, create and update application records.
ApplicationReferenceData Application View, create and update Application reference data.
AsbestosActionPlan Asbestos View, create and update asbestos actions.
AsbestosComponent Asbestos View, create and update asbestos components.
AsbestosReferenceData Asbestos View, create and update Asbestos reference data.
AsbestosReport Asbestos

Run the Asbestos Report (ACM Register and Action Report).

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
AsbestosSample Asbestos View, create and update asbestos sample records.
AsbestosSpreadsheetExport Asbestos Export asbestos data to Microsoft Excel.
AsbestosSpreadsheetImport Asbestos Import asbestos data from Microsoft Excel.
AsbestosSurvey Asbestos View, create and update asbestos survey headers.
Asset Core View, create and update assets.
AssetReferenceData Core View, create and update Assets reference data.
AssetSystem Core View, create and update asset systems (for example: heating systems).
AttributeManager Attribute View, create and update attributes (user-defined fields).
AuditLog Core

Run the audit log.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
AuthoringTool Authoring Tool

The Authoring Tool.

Note: This applies to mobile workforce users only.

The permissions beginning with B are described in the following table.

Permission Module Allows users to...
Budget Finance View, create and update budgets.
Building Core View, create and update buildings.
BuildingReferenceData Core View, create and update Building reference data.
BusinessContinuity Business Continuity Record the location of keys and the building(s) or room(s) they open, and use the booking system to capture who has which keys and when they are due for return.
BusinessGroup Core View, create and update business groups (that is: logical organisational structures).
BusinessRate Business Rates View, create and update business rate records.
BusinessRateReferenceData Business Rates View, create and update Business Rate reference data.
BusinessUnit Core View, create and update business units.
BusinessUnitReferenceData Core View, create and update Business Units reference data.

Back to top

The permissions beginning with C are described in the following table.

Permission Module Allows users to...
Calendar Core View, create and update the Calendar.
CancelAnyOfflineBooking Core Cancel any offline booking data.
CapitalAccounting Capital Accounting Create financial assets, record depreciation, componentisation and build a fixed asset register.
CapitalValuationAccept Capital Accounting View, create and update capital valuation acceptances.
CarParkingReferenceData Car Parking View, create and update Car Parking reference data.
Charge Estates View, create and update charges against tenants.
CommercialLease Estates View, create and update commercial leases.
Component Core View, create and update components.
ComponentReferenceData Core View, create and update Component reference data.
Composite Core View, create and update composites.
ConditionCriteria Condition Manage condition records graded priority 1-4 and rated A-D.
ConditionExcelExport Condition Export condition data to Microsoft Excel.
ConditionExcelImport Condition Import condition data from Microsoft Excel.
ConditionReferenceData Condition View, create and update Condition reference data.
ConditionReport Condition

Run the Condition Report (Cost by Element Priority).

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
ConditionSurvey Condition View, create and update condition survey headers.
Consent Consent View, create and update consent records.
ConsentReferenceData Consent View, create and update Consent reference data.
Contact Core View, create and update contact records. Refer to Manage Contacts for further information.
ContactManager Core Access Contact Manager.
Contract Capital Project View, create and update contacts against a capital project.
ContractAuthorise Capital Project

Authorise contracts against a capital project.

Note: This requires the Full permission level.
ContractAuthoriseOwnContracts Capital Project

Authorise your own contracts against a capital project.

Note: This requires the Full permission level.
ContractUnauthorise Capital Project

Unauthorise contracts against a capital project.

Note: This requires the Full permission level.
CoreReferenceData Core View, create and update Core reference data.
CoreReport Core

Access the core reports.

Note: This requires the Full permission level.
Correspondence Correspondence View, create and update correspondence records.
CorrespondenceReferenceData Correspondence View, create and update Correspondence reference data.
CreditNote Core Create credit notes.
CreditNoteAuthorise Finance Authorise credit notes.
CreditNoteAuthoriseOwnCreditNotes Finance Authorise your own credit notes.
CreditNoteExport Finance Export credit notes.
CreditNoteUnauthorise Finance Unauthorise a credit note.
CurriculumAnalysis Education View, create and update curriculum analysis models.
CurriculumAnalysisReferenceData Education View, create and update Curriculum Analysis reference data.
CustomerSurvey Portal View, create and update customer survey data.
CustomerSurveyReferenceData Portal View, create and update Customer Survey reference data.

Back to top

The permissions beginning with D are described in the following table.

Permission Module Allows users to...
Deed Estates View, create and update deed records.
DeedReferenceData Estates View, create and update Deed reference data.
Department Department View, create and update department records.
DepartmentReferenceData Department View, create and update Department reference data.
DirectLabour Reactive Maintenance Add contacts to the direct labour workforce so that they can be assigned to job records.
Disposal Estates View, create and update disposal records.
DisposalReferenceData Estates View, create and update Disposal reference data.
Document Core View and upload documents.
Drawing Core View and upload CAD drawings.

Back to top

The permissions beginning with E are described in the following table.

Permission Module Allows users to...
EmployeeCalendar Core View, create and update Employee Calendar events. Refer to Use the Employee Calendar for further information.
Energy Energy

Certify energy against buildings.

Note: This is not currently in use.
EnergyCertificate Energy Record EPC and DEC information against building records.
EstateChargeManager Estates Access to the Estates Charge Manager.
EstatesOption Admin View, create and update Estates Options (in System Options).

Back to top

The permissions beginning with F are described in the following table.

Permission Module Allows users to...
FinancialAsset Fixed Asset Register View, create and update financial asset records.
FinancialAssetTransaction Fixed Asset Register View, create and update financial asset transaction records.
FinancialAssetTransactionAdministrator Fixed Asset Register Administer Financial Asset Transactions.
FinancialAssetValuation Fixed Asset Register View, create and update financial Asset Valuation Records against a financial asset.
FinancialOutcomeManager Projects Access the Financial Outcome Manager.
FinancialReport Finance Report on financial data.
FireRiskActionPlan Fire Risk View, create and update fire risk actions.
FireRiskReferenceData Fire Risk View, create and update Fire Risk reference data.
FireRiskReport Fire Risk

Run the standard fire risk report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
FireRiskSurvey Fire Risk View, create and update fire risk surveys.
FixedAssetRegister Fixed Asset Register View and update the Fixed Asset Register.
FixedAssetRegisterReferenceData Fixed Asset Register View, create and update Fixed Asset Register reference data.
Floor Core View, create and update floor records.

Back to top

The permissions beginning with G are described in the following table.

Permission Module Allows users to...
GenerateEstatesCharges Leases View, create and update estates charges records.
GeneratePPMActiveTasks PPM Generate and update PPM Active Tasks.
GenerateSpaceCharges Organisation Access the Generate Space Charges functionality.
GenericAudit Generic Audit View, create and update generic audits.
GenericAuditReferenceData Generic Audit View, create and update Audit reference data.
GenericAuditReport Generic Audit

Run the standard generic audit report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
GISViewer GIS

Access the GIS Viewer.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to access the viewer).

Back to top

The permissions beginning with I are described in the following table.

Permission Module Allows users to...
Incident Incident View, create and update incident records.
IncidentReferenceData Incident View, create and update Incident reference data.
IncludeArchivedInSearch Core Search for archived records.
InsuranceValuationHalfYearIncrease Estates Access the Insurance Valuation Half Year Increase functionality.
InternalRateofReturn Estates View, create and update Internal Rate of Return records.

Back to top

The permissions beginning with J are described in the following table.

Permission Module Allows users to...
Job Reactive Maintenance/ PPM View, create and update jobs.
JobAssignmentManagement Reactive Maintenance/ PPM View and update job records that have been assigned to direct labour resources.
JobReferenceData Reactive Maintenance/ PPM View and update Jobs reference data.
JobReport Reactive Maintenance/ PPM

Run the job report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
JournalEntry Finance View, enter and update journals.
JournalPost Finance Post journals.
JournalReferenceData Finance View, create and update Journal reference data.

Back to top

The permissions beginning with K are described in the following table.

Permission Module Allows users to...
Key Business Continuity View, create and update key requests.
KeyInIssue Business Continuity View currently issued keys.
KeyReferenceData Business Continuity View, create and update Key reference data.
KeyRequestManager Business Continuity View and progress key requests.

Back to top

The permissions beginning with L are described in the following table.

Permission Module Allows users to...
Lease Estates View, create and update lease records.
LeaseReferenceData Estates View, create and update Lease reference data.
Ledgers Finance View, create and update the Nominal Ledger and Purchase Ledger.
LegionellaActionPlan Legionella View, create and update Legionella actions.
LegionellaReferenceData Legionella View, create and update Legionella reference data.
LegionellaReport Legionella

Run the standard Legionella reports.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
LegionellaSample Legionella View, create and update Legionella sample rRecords.
LegionellaSurvey Legionella View, create and update Legionella surveys.
LifecycleCosting Projects

View and update lifecycle costings.

Note: This permission does not require the Full setting.

Back to top

The permissions beginning with M are described in the following table.

Permission Module Allows users to...
MaintenanceContract Contract Management View, create and update maintenance contracts.
MaintenanceContractReferenceData Contract Management View, create and update maintenance contracts reference data (in Contract Management reference data).
MaintenanceReferenceData Contract Management View, create and update Maintenance reference data.
MaintenanceReport Reactive Maintenance

Run any maintenance reports.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
MobileWorkforcePIN K2 Mobile View an operative's PIN. The PIN is automatically generated when the Direct Labour check box is selected on the contact record.

Back to top

The permissions beginning with N are described in the following table.

Permission Module Allows users to...
Notebook Core View, create and update notes.
NotificationList Core View any workflow steps or alerts that are pending interaction by the user.

Back to top

The permissions beginning with O are described in the following table.

Permission Module Allows users to...
OperativeAssignmentManagement Reactive Maintenance/PPM Access Operative Assignment Management.
Order Finance View, create and update work orders.
OrderAuthorise Finance Authorise any order.
OrderAuthoriseOwnOrders Finance Authorise their own orders raised.
OrderCreate Finance Create orders.
OrderReferenceData Finance View, create and update Order reference data.
OrderReject Finance Reject any order.
OrderReport Finance View and export the Contractors Order report.
OrderUnauthorise Finance Unauthorise orders.

Back to top

The permissions beginning with P are described in the following table.

Permission Module Allows users to...
ParkingSpace Car Parking View, create and update car parking records and allocation.
PerformanceRecord Performance View, create and update performance records.
PerformanceRecordReferenceData Performance View, create and update Performance Record reference data.
PermitToWork Reactive Maintenance View, create and update permits to work against a job.
Picture Core View and upload pictures.
PortableApplianceTest Portable Appliance Testing View, create and update Portable Appliance Testing records.
PortableApplianceTestReferenceData Portable Appliance Testing View, create and update Portable Appliance Testing reference data.
PortalDesign K2 Portal Access design mode on the K2 Portal welcome screen.
PPM Planned and Preventative Maintenance View PPM menu options.
PPMActive Planned and Preventative Maintenance View, create and update active PPM Tasks.
PPMActiveNotebook Planned and Preventative Maintenance View and update notebook entries for active PPM Tasks.
PPMReferenceData Planned and Preventative Maintenance View, create and update PPM reference data.
Programme Projects View, create and update programme data.
ProgrammePlan Projects View, create and update programme plans.
ProgrammeReferenceData Projects View, create and update Programme reference data.
ProjectBudget Projects View, create and update project budgets.
ProjectCapitalisationAuthorise Projects Use the Authorise button on the Project Financial Outcome screen.
ProjectCapitalisationReexport Projects Use the Re-export check box on a Project Financial Outcome transaction. The check box is only enabled in specific circumstances and occurs when a record fails validation.
ProjectCapitalisationUnAuthorise Projects This permission is not currently in use.
ProjectDirectory Projects View, create and update project directories.
ProjectEvent Projects View, create and update project events.
ProjectFinancialOutcome Projects View, create and update project financial outcomes.
ProjectFinancialOutcomeCopy Projects Use the Copy Row button on the Project Financial Outcome screen.
ProjectItem Projects View, create and update project items.
ProjectPlan Projects View, create and update project plans.
Projects Projects View, create and update a project.
ProjectsBaselineDates Projects Edit the baseline dates on a project.
ProjectsChangeRequestRegister Projects View, create and update project change request registers.
ProjectsCreate Projects Create a project. If a user has this permission and not the Projects permission, then they can only create and not edit a project.
ProjectsForecast Projects View, create and update project forecasts
ProjectsGanttChart Projects View and edit the Gantt chart for a project. The Full permission is not used.
ProjectsInformationRequiredRegister Projects View, create and update Project Information Required registers.
ProjectsReferenceData Projects View, create and update Project reference data.
ProjectsReport Projects Access to project reports.
ProjectsRiskRegister Projects View, create and update project risk registers.
ProjectsScopeOfWorks Projects View, create and update project scope of works.
ProjectsSnagRegister Projects View, create and update project snag registers.
ProjectsStakeholderRegister Projects View, create and update project stakeholder registers.
ProjectTeam Projects View, create and update project teams.
PropertyDetailReport Core Print the Property Detail report.
PublicTemplatesManagement Core Edit public navigation configurations.
PurchaseOrder Finance View, create and update a purchase order.
PurchaseOrderAuthorise Finance Authorise a purchase order.
PurchaseOrderAuthoriseOwnOrders Finance Authorise their own orders.
PurchaseOrderCreate Finance Create purchase orders.
PurchaseOrderUnauthorise Finance Unauthorise orders.

Back to top

The permissions beginning with R are described in the following table.

Permission Module Allows users to...
RaisedInvoice Raise Invoice Raise an invoice. This is used alongside the Payments Received module for rental management in support of the Lease module.
ReactiveMaintenance Reactive Maintenance Access the Reactive Maintenance menu options.
ReactiveMaintenanceCallTimeManager Reactive Maintenance Control the Call Time Manager.
ReactiveMaintenanceNotebookEntries Reactive Maintenance View, create and update notebook entries for reactive maintenance calls.
ReactiveMaintenanceReferenceData Reactive Maintenance View, create and update Reactive Maintenance reference data.
ReactiveMaintenanceReport Reactive Maintenance

Access the reactive maintenance reports.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
Reading Asset View, create and update meter readings against an asset.
Re-AssignActiveJobs K2 Mobile Manage active jobs sent to the mobile device and re-assign them to different operatives.
RecordConfidenceIndicator Core View, create and update user Record Confidence Indicators against an entity.
RecordConfidenceIndicatorManager Core Mark user Record Confidence Indicators as complete.
RecordedInvoice Finance Record an invoice against orders.
RecordedInvoiceAuthorise Finance Authorise any recorded invoices.
RecordedInvoiceAuthoriseOwnRecordedInvoices Finance Authorise the user's own recorded invoices.
RecordedInvoiceExport Finance Export invoice data.
RecordedInvoiceUnauthorise Finance Unauthorise recorded invoices.
RecurringServiceRequestCreate Service Requests Create recurring service requests.
RecurringServiceRequestEdit Service Requests Edit recurring service requests.
ReportBuilder Reporting Access the Report Builder.
ResourceBooking Resource Booking View, create and update records in Resource Booking.
ResourceBookingConfirmation Resource Booking Confirm bookings in Resource Booking.
ResourceBookingReferenceData Resource Booking View, create and update Resource Booking reference data.
ResourceBookingServicesManager Resource Booking Access the Resource Booking Services Manager.
RestrictionAndWarning Core Access Restriction and Warning.
RestrictionAndWarningReferenceData Core View, create and update Restriction and Warning reference data.
Role Admin View, create and update system roles.
Room Core View, create and update room data.
RoomReferenceData Core View, create and update Room reference data.
RunningCosts RunningCosts Access Running Costs.
RunPaymentCertificate Reactive Maintenance

Use the update function on the financial completion report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).

Back to top

The permissions beginning with S are described in the following table.

Permission Module Allows users to...
ScheduleOfRates Schedule of Rates Access Schedule Of Rates.
ScheduleOfRatesReferenceData Schedule of Rates View, create and update Schedule of Rates reference data.
SchoolDetail Core View, create and update pupil on roll records.
ServiceCharge Estates View, create and update service charge schedules against a business unit.
ServiceChargeReport Estates

Run the standard service charge report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
ServiceContractReport Estates

This is no longer in use.
ServiceOption Admin View, create and update Service Options.
ServiceRequestEquipmentBooking Service Requests View and update equipment booking service requests.
ServiceRequestEquipmentBookingCreate Service Requests Create equipment booking service requests.
ServiceRequestEquipmentBookingEdit Service Requests Edit equipment booking service requests.
ServiceRequestHospitality Service Requests View, create and update hospitality service requests.
ServiceRequestKey Service Requests View and update key service requests.
ServiceRequestKeyCreate Service Requests Create key service requests.
ServiceRequestKeyEdit Service Requests Edit key service requests.
ServiceRequestMaintenance Service Requests View and update maintenance service requests.
ServiceRequestMaintenanceCallTakenManagement Service Requests Control the Service Request Call Taken Manager.
ServiceRequestMaintenanceCallTimeManagement Service Requests Control the Service Request Call Time Manager.
ServiceRequestMaintenanceCreate Service Requests Create maintenance service requests.
ServiceRequestMaintenanceEdit Service Requests Edit maintenance service requests.
ServiceRequestMaintenancePriority Service Requests Update maintenance service request priority.
ServiceRequestNotebook Service Requests View, create and update service request notebook.
ServiceRequestPortering Service Requests View and update portering service requests.
ServiceRequestPorteringCreate Service Requests Create portering service requests.
ServiceRequestPorteringEdit Service Requests Edit portering service requests.
ServiceRequestReferenceData Service Requests View, create and update Service Request reference data.
ServiceRequestReport Service Requests

View, create and update the service request report.

Note: This permission does not make use of the permission levels (that is: selecting View, Edit or Full allows the user to run the report).
ServiceRequestTaxi Service Requests View and update taxi service requests.
ServiceRequestTaxiCreate Service Requests Create taxi service requests.
ServiceRequestTaxiEdit Service Requests Edit taxi service requests.
ServiceRequestTaxiEditFinancialInformation Service Requests Edit the financial information of a taxi service request.
ServiceRequestView Service Requests View service requests
Site Core View, create and update site records.
Stock Stock Control View, create and update stock records
StockControlReferenceData Stock Control View, create and update Stock Control reference data.
StocktakeAuthorise Stock Control Authorise stocktakes.
StocktakeAuthoriseOwnStocktakes Stock Control Authorise the user's own stocktakes.
Store Stock Control View, create and update store data.
Sufficiency Education View, create and update sufficiency data (pupil on roll and net capacity).
Suitability Education View, create and update suitability data.
SuitabilityExcelExport Suitability Export suitability data to Microsoft Excel.
SuitabilityExcelImport Suitability Import suitability data from Microsoft Excel.
SuitabilityReferenceData Education View, create and update Suitability reference data.
SuitabilityReport Education View and export suitability report.
SurveyProgramme Health and Safety View, create and update survey programmes.
SystemOption Admin View, create and update system options.

Back to top

The permissions beginning with T are described in the following table.

Permission Module Allows users to...
TaxiRequestManager Service Requests View taxi service requests
Tenant Estates View, create and update lease party records.
Tender Projects View, create and update tenders.
TimeApproval Reactive Maintenance Approve or reject the operatives hours recorded against jobs.
TimesheetEntryAdmin Reactive Maintenance Administer timesheet entries.
Tree Tree Management View, create and update tree management records.
TreeReferenceData Tree Management View, create and update Tree Management reference data.

Back to top

The permissions beginning with U are described in the following table.

Permission Module Allows users to...
Unit Core View, create and update unit records.
UnitReferenceData Core View, create and update Unit reference data.
User Admin View, create and update system users.
UserOption Core Access user options.

Back to top

The permissions beginning with V are described in the following table.

Permission Module Allows users to...
Valuation Estates View, create and update valuation records against units, buildings and sites.
ValuationAuthorise Estates Authorise valuations.
ValuationCloseFinancialYear Estates Close financial years.
ValuationReferenceData Estates View, create and update Valuation reference data.
ValuationUnauthorise Estates Unauthorise valuations.
VisitsRegister Core View the Visits Register.
Void Estates View, create and update voids.

Back to top

The permission beginning with W is described in the following table.

Permission Module Allows users to...
WorkflowManager Workflow View, create and update Workflow Manager.

Back to top

The permission beginning with Z is described in the following table.

Permission Module Allows users to...
Zone Core View, create and update zone records.

Back to top