Organization

Settings:

Recently updated Admin>Organization>Settings has settings by category and allows customers to easily find and enable/disable settings for specific pages. Navigate to this separate article for details in Setting Updates:

Direct Link: Admin>Organization>Settings

Notification Records

• Purpose: Used for viewing all messages sent through Resource Planning. 

• How to: 

  • Emails will appear with the Email Recipient, Email Subject, and Created Date. If you scroll to the right, you can view the sender, status of the message, Recipient Employee, Sent Date, and Delivery Status.

  • Text Messages will appear with the Phone Number and full Text Message. If you scroll to the right, you can view the sender, status of the message, Recipient Employee, Sent Date, and Delivery Status.

Error Logs

• Purpose: This page is designed to view system error logs

• How to:

  • Click into the grid to view details.

Business Groups:

• Purpose: Each Resource and Job must be assigned to a single Business Group. They are used for filtering resources, assignments, and jobs. Permissions to these Business Groups are assigned in Setup > Permission Groups to control user visibility. 

• Required: For Resource and Job setup; can be added from Vista.

• Note: Organize by regions or company divisions to simplify resource allocation and job assignments. If there are resources that a company will never use, they can be removed and deleted.

Users:

• Purpose: Add and invite new users so they can view/create/edit the schedules and assignments. After a new user is invited into the system, they will receive an email inviting them to sign up.

• Permissions: Admins have full access to all setup pages in the system.  

  • All users will need to be assigned to a Permission Group to get access to resources and jobs.

  • Anyone with a check under ‘Admin User’ has access to everything under ‘Admin’ so be selective with that access.

• QA Note: The email invitation to give admin access is sent from Microsoft on behalf of Fiddletree Systems. Be sure to check junk or spam folders as it may be blocked by email filters.

• When adding new User records, selecting an employee will default the first name, last name, and email.
  
  

Permission Groups:

• Purpose: Used for filtering resources, assignments, and jobs. Set up in Setup > Permission Groups to control user visibility.

• Setup new group: 

  • Hit the New Permission Group button

  • Name the group

  • Add the Business Group(s) you'll be sharing permissions for

  • Define access permissions per Job, Employee, Crew, and Asset for the specific Business Groups.

    • Can View

      • Allows users in this group to see the records that are selected

        • Assignments will follow the Job permissions.  This means that users that only have Can View permissions for Jobs will see all assignments that are for that Job even if the user doesn't explicitly have permissions for Employees, Crews, or Assets.

    • Can Edit

      • Allows users in this group to edit and add new records that are selected

    • Can Delete

      • Allows users in this group to delete the records that are selected

    • Can View Sensitive

      • Allows users in this group to see personal details:

        • Total Hourly Rate

        • Address and Address line 2

        • User Email

        • Personal Phone

        • *Also gives access to the Job Budgets and Cost Projections as well as other various budget estimations like change orders.

    • Can Request

      • Allows users in this group to make requests for these records

    • Can Dispatch

      • Allows users in this group to assign resources to requests

  • Assign users to the Permission Group.

• QA Note: If a user is unsure of who to give permissions to the settings can always be changed or updated but once Saved, those permissions will apply automatically.
  
  Employee-
  Asset-
  Crew-
  Job -The Job ‘Can View Sensitive'  Permissions involve Projections, Change Orders, Contract Items, Budget By Month, Revenue By Month, and Budget Variance jobsite pages.

Status Maps:

• Purpose: Shows employee time off requests and status of that request whether it be New, Approved, Declined or Canceled