Permissions & Restrictions: Contracts

Role restriction matrices by module

Contracts

Contract

NameComments
Fleet / Administration / Contracts → Contract
Contract Statuscontractstatusid
Contract Sub Statuscontractsubstatus_idIf the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well.
Companyfmconcompany_idIf restriction_type = 'display-only', the field will be read only.

Vehicle

NameComments
ColourfmconcolourIf restriction_type = 'display-only', the field will be read only.
Accident ManagementfmconaccidentmanagementflagIf restrictiontype = 'hidden', the field name and field will be hidden, if restrictiontype = 'display-only', the field will be read only.
List Pricefmconlist_priceIf restriction_type = 'display-only', the field will be read only.
On Road CostfmcononroadcostIf restriction_type = 'display-only', the field will be read only.
Total Optionsfmcontotal_optionsIf restriction_type = 'display-only', the field will be read only.
View Vehicle Price icon **editvehiclepricing_iconIf restriction_type = 'hidden', the icon is hidden.
Fleet / Administration / Contracts → Vehicle → View Vehicle Price

| Edit button | | To hide Edit button, set bitarray = 3. To display and enable Edit button, set bitarray = 5.

SELECT * FROM gb_role_restrictionsWHERE sub_page = 'vehicle_pricing' AND restriction_type = 'bit_array'

|

Order

NameComments
Fleet / Administration / Contracts → Order
Contract Statuscontractstatusid
Contract Sub Statuscontractsubstatus_idIf the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well.
Order Statusorderstatusid
Dealer ETAfmcondealer_etaIf restriction_type = 'hidden', the field name and field will be hidden.
Dealer In StockfmcondealerinstockIf restriction_type = 'hidden', the field name and field will be hidden.
Order Follow UpfmconorderfollowupIf restriction_type = 'hidden', the field name and field will be hidden.

| Cash on Delivery | fmconcashondeliveryflag | If restrictiontype = 'displayonly', the field will be read only.If restrictiontype = 'hidden', the field name and field will be hidden. |

Finance

NameComments
Fleet / Administration / Contracts → Finance
Facility TypefmconfacilitytyeidIf restrictiontype = 'displayonly', the field will be read only.
Small Damage Repairs Collectedfmconsmalldamagerepairs_collected
Statusfmconapplicationstatusflag

Insurance

NameComments
Fleet / Administration / Contracts → Insurance
Insurersuppliercodeinsurer
Policy Numberfmconinsurancepolicyno
Policy Due Datefmconinsurance_renewal
Start Datefmconinsurance_start
Billing Typefmconinsurancebillingtype
Billing Frequencyfmconinsurancebillingfrequency

Payments

Namemodulepagesub_pagetypenamerestriction_typeComments
Fleet / Administration / Contracts → Payments
Supplier Reffmcontractspaymentsfieldfmcopssupplier_reference'display-only'If recorded, user cannot edit the field.
Due Datefmcontractspaymentsfieldpaynowhyperlink'hidden'If recorded, user cannot click through to the Payments / Periodic tab
Un-Postfmcontractspaymentsbusiness_ruleunpost'hidden'If recorded, user cannot click on the Un-Post button when the posted record has been exported.

Lease

NameComments
Fleet / Administration / Contracts → Lease

| Finalise button | | To show the Finalise button, remove the bitarray entry for the role you want to give the button to. To hide the Finalise button, set bitarray = 71.

select * from gb_role_restrictionsWHERE module = 'fm' AND page = 'contracts'AND sub_page = 'lease' AND type = 'bottom_controls_map'order by role_id;

|

Fleet / Administration / Contracts → Terminate

  • Contract Status contractstatusid
  • Contract Sub Status — If the Contract Status is "Hidden" the Contract Sub Status will automatically be hidden as well. contractsubstatus_id
  • Due Off Status dueoffstatus_id
  • Sale Method — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. If restrictiontype = 'hidden', the field name and field will be hidden. fmconsalemethod_id

Events

NameComments
Fleet / Administration / Contracts → Events
Userfmconeuser_idIf restriction_type = 'display-only', the field will be displayed, but is not editable.

Fleet / Administration / Contracts → FBT

  • ECM Flag — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconecm_flag
  • Employee Level — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconemployee_level
  • Benefit Type — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconfbtbenefittype
  • Business Usage — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconfbtbusinessuse
  • FBT Email — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. If restrictiontype = 'hidden', the field name and field will be hidden. fmconfbtemail_flag
  • FBT Liability End Date — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconfbtliabilityend_date
  • *FBT Reduced Value / Date* — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconfbtreducedvalue
  • Statutory Rate Date — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconfbtstatutoryrate_date
  • Log Book Date — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconlogbookdate
  • 3rd Party Lease — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconthird_party
  • 3rd Party Lease Id — If restrictiontype = 'displayonly', the field will be displayed, but is not editable. fmconthirdpartylease_id

| Edit button | | To hide Edit button, set bitarray = 3. To display and enable Edit button, set bitarray = 5.

SELECT * FROM gb_role_restrictionsWHERE sub_page = 'fbt' AND restriction_type = 'bit_array'

|

Claim

NameComments
Fleet / Administration / Contracts → Claim
Add the restriction to prevent an over-ride the Funds Check alert to post a claim. Set to display_only. Roles without entries can post failed claims.fm,contracts,claim,businessrule,overrideclaimfundscheck,display_onlyAn entry is required if you want to prevent the user from overriding the Funds Check alert message.

Drivers

Contact

Namemodulepagesub_pagetypenamerestriction_typeComments
Column One
Surnamefmdriverscontactfieldfmdrisurnamedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Given Namefmdriverscontactfieldfmdrigiven_namedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Employerfmdriverscontactfieldfmdriclient_iddisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Work Phonefmdriverscontactfieldfmdriwork_phonedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Mobilefmdriverscontactfieldfmdrimobiledisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Employee Numberfmdriverscontactfieldfmdriemployee_nodisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Driver Licensefmdriverscontactfieldfmdridriver_licencedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Driver License Statefmdriverscontactfieldfmdridriverlicencestatedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Emailfmdriverscontactfieldfmdrihome_emaildisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Pay Cyclefmdriverscontactfieldfmdripaycycleiddisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Column Two
Postal Address 1fmdriverscontactfieldgbaddpostaddress1display_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Postal Address 2fmdriverscontactfieldgbaddpostaddress2display_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Postal Areafmdriverscontactfieldgbaddpost_areadisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Postal Statefmdriverscontactfieldgbaddpost_statedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Postal Postcodefmdriverscontactfieldgbaddpost_postcodedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Column Three
Home Address 1fmdriverscontactfieldgbaddhomeaddress1display_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Home Address 2fmdriverscontactfieldgbaddhomeaddress2display_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Home Areafmdriverscontactfieldgbaddhome_areadisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Home Statefmdriverscontactfieldgbaddhome_statedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Home Postcodefmdriverscontactfieldgbaddhome_postcodedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Home Phonefmdriverscontactfieldgbaddhome_phonedisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Date of Birthfmdriverscontactfieldfmdridateofbirthdisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Salaryfmdriverscontactfieldfmdriannual_salarydisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
Loginfmdriverscontactfieldloginaccessflagdisplay_onlyIf restriction_type = 'display-only', the field will be read only. You can also add Conditions to this restriction.
2FAfmdriverscontactfield2faenrollmentflagdisplay-onlyIf restriction_type = 'display-only', the field name and field will be read only. You can also add Conditions to this restriction.

Finances

Namemodulepagesub_pagetypenamerestriction_typeComments
Assets
Bank Cash Accountsfmdriversfinancesfieldfmdriassetbankaccounts fmdriassetbankaccounts_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Furniturefmdriversfinancesfieldfmdriassetfurniture fmdriassetfurniture_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Investment Propertiesfmdriversfinancesfieldfmdriassetinvestmentproperties fmdriassetinvestmentproperties_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Motor Vehiclesfmdriversfinancesfieldfmdriassetmotorvehicle fmdriassetmotorvehicle_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Other Investmentsfmdriversfinancesfieldfmdriassetotherinvestments fmdriassetotherinvestments_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Resident Propertyfmdriversfinancesfieldfmdriassetresidentproperty fmdriassetresidentproperty_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Sharesfmdriversfinancesfieldfmdriassetshares fmdriassetshares_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Superannuationfmdriversfinancesfieldfmdriassetsuper fmdriassetsuper_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Liabilities
Overdraftfmdriversfinancesfieldfmdriliabilityoverdraft fmdriliabilityoverdraft_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Mortgagesfmdriversfinancesfieldfmdriliabilitymortgages fmdriliabilitymortgages_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Investment Mortgagesfmdriversfinancesfieldfmdriliabilityinvestmentmortgages fmdriliabilityinvestmentmortgages_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Loansfmdriversfinancesfieldfmdriliabilityloans fmdriliabilityloans_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Rentfmdriversfinancesfieldfmdriliabilityrent fmdriliabilityrent_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Credit Card Limitfmdriversfinancesfieldfmdriliabilitycreditcardlimit fmdriliabilitycreditcardlimit_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.
Otherfmdriversfinancesfieldfmdriliabilityother fmdriliabilityother_descriptiondisplay_onlyIf restriction_type = 'display-only', the field will be read only. A condition can be added to this restriction.