Default Rights of Users in a User’s Groups
User groups are the basis for managing users and their rights in Wello. When creating a user group on the portal, you must select or define the user group type. These types act like roles and serve as templates, pre-configuring the user rights according to that role.
The following types are available:
Administrators
Backoffice
Service managers
Technician
Field sales rep
Field sales group
Subcontractor group
Timesheet users
While the functionality of a user group differs based on the selected type, an administrator group is always required to govern groups and manage users. A user is always linked to a user group, and will inherit rights from it. If needed, rights can be fine-tuned at user level.
User Group Type: Administrators
This is a special group type: there must always be exactly one administrator group. It cannot be deleted and and you cannot create a second one. In fact, Wello Solutions comes preloaded with an administrator user group. At least one user must be linked to it, It is inside this group that you will find the account holder (the primary owner of the Wello account).
By default, administrators have access to all Wello modules and the broadest set of rights.
Mobile Apps rights
Allow the mobile user to reschedule Work order
Allow the mobile user to change the equipment linked to the work order
Allow the mobile user to enable the timer popups that reminds the technician to fill in the timesheets at certain moments
Allow the mobile user to register his/her timesheets
Allow the user to manage also tasks not assigned to him
Timesheet start and end times can be adapted (if not allowed, the actual start and end times will be used automatically)
Show the price of the parts
Allow to review work orders
Allow the mobile user to create & edit equipments
Enable pick-up messages on top of the 'My work orders'-list
Allow the mobile user to manage his own app rights
Allow the mobile user to create work orders
My WO List - extend the planned work order horizon
Show the price of the billable hours
Create contact
Accounts - create
Edit contact
Archive contact
CRM Module
Create, edit, and archive account
Create, edit, and archive contact
Create, edit, and archive invoice
Allow the user to manage also tasks not assigned to him
Services Module
Create, edit, and archive equipment
Allow planning edit
Create edit, cancel, and reopen work order
Product Module
Create, edit, and archive product
Users Module
Access to Timesheets
Create edit and delete Unavailability
Edit or archive users
Access to all user groups
Extra Module
Access to apps, dashboard, documents, and subscriptions
Settings Module
Access to all Wello Settings configuration
User Group Type: Backoffice
Back-office users primarily work on the Wello web portal. By default, Back-office users will have the following access rights:
CRM Module
Edit and archive account
Allow users to lookup suppliers
Create, edit and archive contact
Create, edit and archive invoice
Allow the user to manage also tasks not assigned to him
Services Module
View Contracts
Edit and archive equipment
Allow planning edit
Create, edit, cancel and reopen work order
Allow creation of purchase order in work order
Product Module
View product
Users Module
Access to Timesheets
Create edit and delete Unavailability
Edit or archive users
Access to all user groups
Extra Module
Access to apps, dashboard, documents, and subscriptions
Note: Back-office users can also access the mobile app if the rights are enabled for them.
User Group Type: Service Managers
Service managers are responsible for overseeing service operations like work orders management on the web portal. They also have limited access to the field service app. By default, they will have the following rights:
Mobile App Rights
Allow the mobile user to register his/her timesheets
Timesheet start and end times can be adapted (if not allowed, the actual start and end times will be used automatically)
Show the price of the parts
Allow the mobile user to create & edit equipment’s
Enable pick-up messages on top of the 'My work orders'-list
Allow the mobile user to manage his own app rights
Allow the mobile user to create work orders
Show the price of the billable hours
Services Module
Create and edit equipment
Allow planning edit
Product Module
Create, edit and archive product
Users Module
Create edit and delete Unavailability
Access to all user groups
Extra Module
Access to apps, documents, and subscriptions
User Group Type: Technician
Technicians are field service users who perform tasks such as installing, maintaining, and repairing equipment, as well as managing work orders, tasks, timesheets, and customer information through the mobile app. These users will only have access to the Wello field service app and by default will have the following rights:
Mobile App Rights
Allow the mobile user to register his/her timesheets
Start and complete work orders
Show the price of the parts
Allow the mobile user to create & edit equipment’s
Enable pick-up messages on top of the 'My work orders'-list
Allow the mobile user to create work orders
Show the price of the billable hours
Show on Planning
User Group Type: Timesheet Users
Timesheet users are users who use the mobile app specifically to fill in timesheets without needing to complete work orders. They download the same mobile app as field service technicians, but the app automatically detects their profile as timesheet users. By default, they will have the following rights:
Mobile Apps Specific Rights: Mobile Timesheet
Allow the mobile user to enable the timer popups that reminds the technician to fill in the timesheets at certain moments
Allow the mobile user to register his/her timesheets
Allow the mobile user to manage his own app rights
Note: You can edit or add more rights per group, but it is recommended to keep role logic intact for easier management in the long run.