Any Shoreline account using the Execution field services app requires the permissions listed in the required permissions table.

Permissions for registering time on behalf of others

In order to register time on behalf of others, a user account requires the following:

  • The Register time on behalf of others permission from the the required permissions table.
  • The relevant users selected from the dropdown in User settings (profile name) > Time registration in the Shoreline Execution web app.

See the Register time in activities page for more information.

How to create and apply user permissions

Account admins can adjust permission policies within the Shoreline Execution web app by going to Account Settings > Permissions.

Apply a permission policy to a user account in the Shoreline Execution web app by going to Resources > Teams, clicking Edit (pencil icon) on the required user, and choosing a permission policy under Account settings.

Required permissions

App modulePermission

Dashboard

My activities


Data dashboard

Reports

Read

Work packages

Read

Work orders

Access


Read


Create


Update


Delete (only required if the user needs to delete activities)


Register time on behalf of others (only required if the user is registering time on behalf of other users)


Lock timesheets (only required if the user needs to lock timesheets)

 

Unlock timesheets (only required if the user needs to unlock timesheets)

Sites

Access


Read

Assets

Read

Subassemblies

Read

Components

Read

Bases

Read

Inventory

Read

Inventory item location

Read

Logistics

Read

Personnel

Access


Read


Update


Update user account

Team

Read

Resource planning

Read

Planning

Read

Loadout settings

Read

Account settings

Read