Available Permissions
Permissions in Rev.io PSA allow you to determine how your users can interact with the system and how much information they can access. Permissions can be set at the role level, allowing you to customize what each role in your organization can do in Rev.io PSA. For information on how permissions, roles, and user groups work together in Rev.io PSA, see the Managing Permissions, Roles, and User Groups article.
| The Global Administrator role has access to every permission available in the system. See the Managing Global Administrators article for more information. |
The following permissions are available to assign to roles in Rev.io PSA.
| Announcements |
| Create announcements |
| Delete announcements |
| View announcements |
| Edit announcements |
| API Keys |
| Create new API keys |
| Delete API keys |
| View all API keys |
| Assets |
| Create new assets |
| Inactivate assets |
| View all assets |
| Edit assets |
| Billing Configuration |
| Create billing config |
| Delete billing config |
| View billing config |
| Edit billing config |
| Contacts |
| Create new contacts |
| Delete contacts |
| View all contacts |
| Edit contacts |
| Customer Billing |
| Create customer billing |
| Delete customer billing |
| View customer billing |
| Edit customer billing |
| Customer Journals |
| Create new customer journals |
| View all customer journals |
| Edit customer journals |
| Customer Portal |
| View customer portal settings |
| Edit customer portal settings |
| Customers |
| Create new customers |
| Delete customers |
| View all customers |
| Edit customers |
| Notifications |
| Create user notifications |
| Portal Users |
| Create new portal users |
| Disable/Enable portal users |
| Impersonate portal users |
| View portal users |
| Edit portal users |
| Prismatic Integrations |
| Manage integrations |
| Products |
| Create new products |
| View all products |
| Edit products |
| Providers |
| Create new providers |
| Delete providers |
| View all providers |
| Update providers |
| Purchase Orders |
| Approve a purchase order |
| Create purchase orders |
| View purchase orders |
| Edit purchase orders |
| Edit approved purchase orders |
| Void purchase orders |
| Quoting |
| Create new quotes |
| Delete quotes |
| Download all quotes |
| View all quotes |
| Edit quotes |
| Quoting Templates |
| Create new quoting templates |
| Download all quoting templates |
| View all quoting templates |
| Edit quoting templates |
| Scheduling |
| Create new schedules |
| Delete schedules |
| View all schedules |
| Edit schedules |
| System Settings |
| Create new system tables settings |
| Delete system tables settings |
| View all system settings |
| Edit all system settings |
| Ticketing |
| Adjust pricing on ticket parts/labor |
| Close a ticket |
| Create tickets |
| Unlink all tickets in a relationship |
| Open a ticket |
| Reopen a closed ticket |
| Send a ticket to Billing |
| Void tickets |
| Time Management |
| View other rep's timesheet |
| User Management |
| Create new users, roles, and user groups |
| Disable users, and delete roles and user groups |
| View users, roles, and user groups |
| Edit/Enable users, roles, and user groups |
| Workflows |
| Create new workflows |
| View all workflows |
| Edit workflows |