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In order for the contractor to be able to edit work records, the Access Rights for the layer must be set to “Edit” as shown below. |
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Ensure that “Allow Edit Site” is unchecked if you don’t want that contractor to be able to edit sites! |
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By default, Contractor accounts cannot make site edits. However, a Contractor can be assigned Rules that can be applied to sites. This allows an Administrator to fully control exactly what a Contractor can or cannot edit at both the site and work record level!
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Once you have set the access rights for each layer you have a few additional privileges that you can adjust.
Default Layer | Sets the layer as the default for searching. One must be selected but you can always switch to a different layer before running a search. |
Allow Add Site | Enables user with Edit Access Rights to add new sites to the Layer. |
Allow Edit Site | Enables user with Edit Access Rights to edit sites on the Layer. |
Allow Delete Site | Enables user with Edit Access Rights to delete sites from the Layer. |
Allow Move Site | Enables user with Edit Access Rights to modify map placement of sites for the Layer. |
Allow Global Edit | Enables user with Edit Access Rights to select and edit multiple sites/calls/work records at the same time from the grid. |
Upload/Download | Enables user with with Master Upload / Download Data to upload / download this layer. |
Point of Contact | Adds an Email Site Link button to the View Site screen. Any users given this item will be added to the email that is generated when using the Email Site Link button. |
Rover Admin | Rover administrative privileges must be set by a support technician. Please contact treekeepersupport@davey.com to assist. Enables user with Edit Access Rights to edit attribute lists while a DRG Rover inventory collection is in progress. |
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Groups
The Groups section is a convenient place for administrators to adjust which Groups a user belongs to. Groups can be used to give it’s members access to specific Reports, Rules, and Quick Filters.
While an individual users can be assigned to a Group by checking the ‘Member’ box (see below) in this form, you can more efficiently assign various users to groups via the Group Management section of the Admin Center.
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