How to Create a Role Group

Accounts

Grants access to the Accounts section of ONYX Align.

Estimates

Grants access to the Estimates section of ONYX Align.

Orders

Grants access to the Orders section of ONYX Align.

Accounts Receivable

Grants access to the Accounts Receivable section of ONYX Align.

History

Grants access to the History section of ONYX Align.

• View cost information

• View price information

Calendar

Grants access to the Calendar section of ONYX Align.

Boards

Grants access to the Boards section of ONYX Align.

Work in Progress

Grants access to the Work in Progress section of ONYX Align.

Reports

Grants access to the Reports section of ONYX Align.

• View cost information

• View price information

File Manager

Grants access to the File Manager section of ONYX Align.

Configuration

Grants access to the Configuration section of ONYX Align.

• View cost information

• View price information

General

View cost information

Allows the User to view information related to costs.

• Print Price Breakdown

• View Costs and Revenues tab (Estimates and Orders)

• View cost-related ticket items

  • Job items

    • Cost per Job

    • Total Job Costs

    • Job Target Margin %

    • Job Actual Margin %

  • Product items

    • Cost per Product

    • Total Product Costs

    • Product Margin %

  • Order items

    • Total Order Costs

    • Order Margin %

• View cost-related fields for:

  • Modifiers

  • Outsourced items

• View cost-related messages in Order Status and Order History

View price information

Allows the User to view information related to Price.

• Record Payment on an Order

• Print Price Breakdown

• Sort Estimates/Orders by Total Price

• View price-related information displayed in Estimates/Orders:

  • Total Price on Estimate/Order cards

  • Subtotal, Discount, Tax, Total Order Price in Estimate/Order headers

• View Costs and Revenues tab (Estimates and Orders)

• View price-related ticket items

  • Job items

    • Price per Job

    • Total Job Price

    • Price per Surface Area

    • Job Target Margin %

    • Job Actual Margin %

    • Is Taxable

    • Use Order Tax

    • Job Tax Rate

  • Product items

    • Price per Product

    • Total Product Price

    • Product Margin %

  • Order items

    • Subtotal

    • Tax Rate

    • Tax ID

    • Total Tax

    • Discount %

    • Discount Amount

    • Discounted Price

    • Total Order Price

• View price-related fields for:

  • Modifiers

  • Outsourced items

• View price-related messages in Order Status and Order History

Unlock Order and discard changes

Allows the User to unlock an Order that is currently in an unsaved, locked state and discard any unsaved changes made by another User.

• Unlock Order and discard changes

General workflow actions

Allows the User to perform general workflow-related actions for Products and Jobs, such as:
*Updating Product Status
*Updating Job Stage
*Updating Job Step

• Change Product Status

• Change Job Stage

• Change Job Step

General file actions

Allows the User to perform general general file-related actions, such as:
*Uploading Files
*Sending Files to RIP
*Downloading Files
*Deleting Files

• Upload (file)

• Promote to Print-Ready File (file)

• Move to local storage (file)

• Send to RIP (file)

• Download (file)

• Delete (file)

Accounts

Create and edit Accounts, Contacts, and Addresses

Allows the User the create and edit Accounts, Contacts, and Addresses.

• Create Account

• Edit Account items

• Create Contact

• Edit Contact fields

• Create Address

• Edit Address fields

Delete Accounts, Contacts, and Addresses

Allows the User to delete Accounts, Contacts, and Addresses.

• Delete Account

• Delete Contact

• Delete Address

Estimates

General Estimate actions

Allows the User to perform general Estimate actions, such as:
*Creating an Estimate
*Adding or removing Products or Jobs from Estimates
*Converting an Estimate into an Order
*Creating Estimate variants
*Duplicating Estimates
*Deleting Estimates

• Create Estimate

• Add Product

• Remove Product

• Add Job

• Remove Job

• Add Job Part (Batched Job)

• Remove Job Part (Batched Job)

• Convert Estimate to Order

• Create Variant

• Duplicate Estimate

• Delete Estimate

Edit Order Items (Estimates)

Allows the User to edit displayed Order Items located within the Estimate Details section on active Estimates.
Note: This only pertains to Order Items that do not already have editing disabled within the User's assigned Order View.

• Edit Order Items for Estimates (unless editing is blocked by assigned View)

Edit Product Items (Estimates)

Allows the User to edit displayed Product Items located within Product Details on active Estimates.
Note: This only pertains to Product Items that do no already have editing disabled within the User's assigned Product View.

• Edit Product Items for Estimates (unless editing is blocked by assigned View)

Edit Job Items (Estimates)

Allows the User to edit displayed Job Items located within Job Details on active Estimates.
Note: This only pertains to Job Items that do no already have editing disabled within the User's assigned Print Job View and Non-Print Job View.

• Edit Job Items for Estimates (unless editing is blocked by assigned View)

View & issue Estimates

Allows the User to view/issue Estimates by either generating an Estimate PDF or generating an email containing a link to the Estimate.

• Issue Estimate

• View Estimate

• Reissue Estimate

• View Estimate-related status messages

Orders

General Order actions

Allows the User to perform general Order actions, such as:
*Adding or removing Products or Jobs from an Order
*Recording payment on an Order
*Moving an Order to Accounts Receivable
*Moving an Order to History
*Creating Reorders
*Cancelling Orders
*Deleting Orders

• Record Payment (if View price information is enabled)

• Add Product

• Submit Product

• Remove Product

• Add Job

• Submit Job

• Remove Job

• Add Job Part (Batched Job)

• Remove Job Part (Batched Job)

• Move Order to Accounts Receivable

• Move Order to History

• Send Mail

• Create Reorder

• Cancel Order

• Delete Order

Edit Order Items (Orders)

Allows the User to edit displayed Order Items located within Order Details on active Orders.
Note: This only pertains to Order Items that do not already have editing disabled within the User's assigned Order View.

• Edit Order Items for Orders (unless editing is blocked by assigned View)

Edit Product Items (Orders)

Allows the User to edit displayed Product Items located within Product Details on active Orders.
Note: This only pertains to Product Items that do no already have editing disabled within the User's assigned Product View.

• Edit Product Items for Orders (unless editing is blocked by assigned View)

Edit Job Items (Orders)

Allows the User to edit displayed Job Items located within Job Details on active Orders.
Note: This only pertains to Job Items that do no already have editing disabled within the User's assigned Print Job View and Non-Print Job View.

• Edit Job Items for Orders (unless editing is blocked by assigned View)

View & issue Invoices

Allows the User to view/issue Invoices by either generating an Invoice PDF or generating an email containing a link to the Invoice.

• Issue Invoice

• View Invoice

• Send Invoice

• View Invoice-related status messages

Accounts Receivable

General Accounts Receivable actions

Allows the User to perform general actions for Orders contained within Accounts Receivable, such as:
*Recording payment on an Order
*Moving an Order to History
*Reverting an Order to the Orders section
*Creating Reorders
*Deleting Orders

• Record Payment (if View price information is enabled)

• Move to History

• Revert to Orders

• Reorder

• Delete Order

History

General History actions

Allows the User to perform general actions for Orders contained within History, such as:
*Downloading historical Order data
*Printing historical Order information
*Creating Reorders
*Deleting Orders

• Download (order data)

• Print (order data)

• Reorder

• Delete Order

Reports

General Reports actions

Allows the User to perform general actions within Reports, such as:
*Downloading Reports
*Printing Reports

• Download (report)

• Print (report)

Manager view

Manager Views are displayed for all for Orders, Products, and Jobs. 

Operator view

Operator Views are displayed for all Orders, Products, and Jobs.

Sales view

Sales Views are displayed for all Orders, Products, and Jobs.