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 the Status and Action Log sections

View price information

Allows the User to view information related to Price.

• 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 the Status and Action Log sections

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 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)

View/Print Estimates

Allows the User to view/print the Estimate document.

• View Estimate

View/Print Invoices

Allows the User to view/print the Invoice document.

• View Invoice

General > Workflow actions

Workflow actions > Update Product Status

Allows the User to update the Products Status for Products contained within Orders.

• Update Product Status

Workflow actions > Update Job Stage and Job Step

Allows the User to update the Stage and Step for a Job contained within a Workflow.

• Update Job Stage and Job Step

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 actions

Create Estimates

Allows the User to create new Estimates (including Estimate variants).

• Create Estimate

• Create Estimate Variant

• Duplicate Estimate

Add & remove Products/Jobs

Allows the User to add or remove Products, Jobs, or Job Parts within Estimates.

• Add Product

• Duplicate Product

• Remove Product

• Add Job

• Remove Job

• Duplicate Job

Place Estimates on hold

Allows the User to update the Order Status for Estimates to On Hold.

• Order Status: On Hold

Convert Estimates to Orders

Allows the User to convert Estimates to Orders.

• Convert to Order

Cancel Estimates

Allows the User to cancel Estimates.

• Cancel Estimate

Delete Estimates

Allows the User to delete Estimates.

• Delete Estimate

Move Rejected Estimates to History

Allows the User to move Rejected Estimates to History

Estimates > Estimate actions

Issue Estimates

Allows the User to issue Estimates (via print/download or email) and generate emails containing Estimate links.

• Issue Estimate

• Reissue Estimate

• Send Estimate

Mark Estimates as Rejected

Allows the User to update the Estimate Status to Rejected.

• Estimate Status: Rejected

• Mark as Rejected

Mark Estimates as Accepted

Allows the User to update the Estimate Status to Accepted.

• Estimate Status: Accepted

• Mark as Accepted

Estimates > Item editing

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)

Orders > General actions

Add & remove Products/Jobs

Allows the User to add or remove Products, Jobs, or Job Parts within Orders.

• Add Product

• Submit Product

• Duplicate Product

• Remove Product

• Add Job

• Remove Job

• Duplicate Job

Place Orders on hold

Allows the User to update the Order Status for Orders to On Hold.

• Order Status: On Hold

Move Orders to Accounts Receivable

Allows the User to move Orders to Accounts Receivable.

• Move to Accounts Receivable

Move Orders to History

Allows the User to move Orders within the Orders section to History.

• Move to History

Send mail

Allows the User to generate emails from Orders within the Orders section.

• Send mail

Create Reorders

Allows the User to create Reorders from Orders within the Orders section.

• Reorder

Cancel Orders

Allows the User to cancel Orders within the Orders section.

• Cancel Order

Delete Orders

Allows the User to delete Orders within the Orders section.

• Delete Order

Orders > Invoice and payment actions

Issue Invoices

Allows the User to issue Invoices (via print/download or email) and generate emails containing Invoice links for Orders within the Orders section.

• Issue Invoice

• Reissue Invoice

• Send Invoice

Record and edit Payments

Allows the User to record and edit Payments on Orders within the Orders section.

• Record Payment

• Edit Payment

Delete Payments

Allows the User to delete recorded Payments on Orders within the Orders section.

• Delete Payment

Orders > Item editing

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)

Accounts Receivable > General actions

Move Orders to History

Allows the User to move Orders within the Accounts Receivable section to History.

• Move to History

Revert to Orders section

Allows the User to move Orders within the Accounts Receivable section back to the Orders section.

• Revert to Orders

Create Reorders

Allows the User to create Reorders from Orders within the Accounts Receivable section.

• Reorder

Delete Orders

Allows the User to delete Orders within the Accounts Receivable section.

• Delete Order

General > Invoice and payment actions

Issue Invoices

Allows the User to issue Invoices (via print/download or email) and generate emails containing Invoice links for Orders within the Accounts Receivable section.

• Issue Invoice

• Reissue Invoice

• Send Invoice

Record and edit Payments

Allows the User to record and edit Payments on Orders within the Accounts Receivable section.

• Record Payment

• Edit Payment

Delete Payments

Allows the User to delete recorded Payments on Orders within the Accounts Receivable section.

• Delete Payment

History > General actions

Download Order information

Allows the User to download Order information from Orders within the History section.

• Download order information

Print Order information

Allows the User to print Order information from Orders within the History section.

• Print order information

Create Reorders

Allows the User to create Reorders from Orders within the History section.

• Reorder

Delete Orders

Allows the User to delete Orders within the History section.

• Delete Order

Reports > General actions

Download Report information

Allows the User to download report information.

• Download report information

Print Report information

Allows the User to print report information.

• Print report information

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.