Understanding User Roles

Understanding User Roles

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 (for a better view, click on the table to open fully):

Schedule Board Access Based on User roles (for a better view, click on the table to open fully):

Trip Positions

Trip positions are available to be assigned in trips and trip tasks.

  1. Sales Rep

  2. Flight Coordinator

  3. Flight Planner

  4. Operations Rep

  5. Sourcing Agent

  6. 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.

Note: To access Vendor aircraft status the Fleet Administrator role of Operations Manager role must be set. 

To learn about Custom Aircraft Roles, check out this guide.

Ref: G-G01

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