There are two types of licenses available: Business License and Flight Crew License
Note: A user with the Admin, Ops Manager or Personnel Administrator role can create, access, and edit user roles on personnel profiles accordingly. A Chief Pilot and Crew Record user role can create personnel. Roles must be set by the Admin, Ops Manager or Personnel Administrator.
In each personnel's profile, Custom Scheduler Settings can be set. The options to set are aircraft and personnel. To customize a personnel's calendar visibility see Calendar Visibility Settings.
The Business User license offers the following roles:
A Business User can be given access to Reporting and Quickbooks Online by selecting those options.
The Flight Crew license offers the following roles:
Access based on user role:
Schedule Board Access Based on User roles:
Trip positions are available to be assigned in trips and trip tasks.
MX on call
The user must have the role of “Sales & Scheduling Agent” selected within their personnel profile for their name to appear as a selection in the trip positions drop down with the exception of MX on call which requires MX Technician box to be checked.
The trip positions can be added to trip task templates.
Personnel Administrator Role
The Personnel Administrator allows for the creation and editing of users. When a user has this role applied, they have access to My Company > Personnel > Create from the main navigation. This will then allow them to create new personnel members for the organization and to also edit any and all values including user role assignments.
Change License Type To change a user's license type access the personnel profile. Select the license type in the drop down and click Change License. Press F5 to refresh and select the applicable role.
To learn about Custom Aircraft Roles, check out this guide.
See also: Custom Aircraft Roles: Setup Custom Aircraft Roles: Permissions Custom Aircraft Roles: Use Cases This guide will cover some operational tips on using Custom Aircraft Roles: Aircraft Profile Page When a user is limited in the aircraft they ...
The custom aircraft role feature allows an operation to define various access levels to aircraft profile features and apply to specific users/personnel. This guide will outline: how to create a Custom Aircraft Role template; and how to apply a Custom ...
When creating a custom role the options for access are No Access, Read Only or Full Access. This guide will provide what Full Access provides for each section. No Access indicates the user is not able to view the details while Read-Only allows a user ...
There are various use cases for creating Custom Roles related to aircraft access. This guide will outline some examples. This feature can be used when the user has either a Flight Crew License or Business User License in conjunction with other roles. ...
In this guide, we will cover the following: Register and login to the customer portal Reset password How to access trip information How to upload files How to request trip services How to access the schedule How to enter a travel request Access and ...