Permission Definitions

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

A

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). 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. 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). 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. This permission does not use the permission levels (that is: selecting View, Edit, or Full allows the user to run the report).
AuthoringTool	Authoring Tool	The Authoring Tool. This applies to mobile workforce users only.

B

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 Groups on the Business Unit Editor (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.

C

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, and 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). 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. This requires the Full Permission level.
ContractAuthoriseOwnContracts	Capital Project	Authorise your contracts against a capital project. This requires the Full Permission level.
ContractUnauthorise	Capital Project	Unauthorise contracts against a capital project. This requires the Full Permission level.
CoreReferenceData	Core	View, create, and update Core Reference Data.
CoreReport	Core	Access the core reports. 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 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.

D

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.

E

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. 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).

F

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. This permission does not 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.

G

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

Permission…	Module…	Allows users to...
GenerateEstatesCharges	Leases	View, create, and update estate 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. 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. This permission does not make use of the permission levels (that is: selecting View, Edit, or Full allows the user to access the viewer).

I

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.

J

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. This permission does not use 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.

K

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.

L

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. This permission does not use 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 Records.
LegionellaSurvey	Legionella	View, create, and update Legionella surveys.
LifecycleCosting	Projects	View and update lifecycle costings. This permission does not require the Full Setting.

M

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. 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.

N

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.

O

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 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.

P

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 project 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. 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 the 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 orders.
PurchaseOrderCreate	Finance	Create purchase orders.
PurchaseOrderUnauthorise	Finance	Unauthorised orders.

R

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.
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. This permission does not use 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 Event against an entity.
RecordConfidenceIndicatorManager	Core	Mark user Record Confidence Event 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	Unauthorised recorded invoices.
RecurringServiceRequestCreate	Service Requests	Create recurring service requests.
RecurringServiceRequestEdit	Service Requests	Edit recurring service requests.
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. This permission does not use the permission levels (that is: selecting View, Edit, or Full allows the user to run the report).

S

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 the Schedule of Rates Reference Data.
SchoolDetail	Core	View, create, and update pupils on roll records.
ServiceCharge	Estates	View, create, and update service charge schedules against a business unit.
ServiceChargeReport	Estates	Run the standard service charge report. This permission does not use 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	Controls the Call Taken field.
ServiceRequestMaintenanceCallTimeManagement	Service Requests	Control the Call Taken field.
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 the 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. This permission does not use 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 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.

T

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 operative's 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.

U

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.

V

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	Unauthorised valuations.
VisitsRegister	Core	View the Visits Register.
Void	Estates	View, create, and update voids.

W

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

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

Z

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

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