A user has 3 levels of access that can be configured; contracts, agents and clients.

Contract Access

This form of access controls which programs the user can access after they log into Dataforce ASAP. We generally split programs by the scheme they’re intended to support. e.g ESS would have it’s own Program separate from VEET. To view access for a user, please navigate to the following:

  1. Click the Dataforce ASAP start button on the bottom left of your screen.
  2. Click the User Management option from the pop-up.
  3. Select the user from the data-grid and either double click that grid-row or click the edit user button.
  4. You’re looking for the ‘Program Access’ Tab. Please click it when found.

In the example above we have two programs that a user can access.

The dropdown control next to the program name contains a list of user roles. To give access, select a role for the program and when done click the save button on the right side of the screen.

If you select “No Access”, then the program will not be listed on the start button for this user.

Agent Access

Agent access is one of the two mechanisms used to prevent a user viewing a job/appointment.
An agent who has a job assigned to them is referred to as the Job’s Agent.

Access to Dataforce ASAP by your third party contractors is managed through this method. They will see only the job/appointments that they own through Job Agent assignment.

If the Access All Agents flag is enabled on a user’s role, then you do not need to manage agent access for these users.

To assign agents to a user, you must have the program open in your current tab. To view agent access for a user, navigate using the following:

  1. Click the Dataforce ASAP start button and select a program.
  2. Click the Admin Menu and select the Access Control option.
  3. Under Access Control, click the Users option.
  4. Select the user from the data-grid and either double click that grid-row, or click the edit user button.
  5. You’re looking for the ‘Agent Access’ tab. Please click it when found.

Client Access

Client Access is one of the two mechanisms used to prevent a user viewing customers/job/appointments. A When a customer has a client assigned to them, we refer to them as the Customer’s client and all jobs assigned to that customer are affected.

Access to Dataforce ASAP by your clients, e.g an Energy Retailer, is managed through this method. They will see only the customers/job/appointments that they own through Customer’s Client assignments.

If the Access All Clients flag is enabled on a user’s role, then you do not need to manage client access for these users.

To assign clients to a user, you must have the program open in the current tab. To view client access for a user, navigate using the following:

  1. Click the Admin Menu select the Access Control option.
  2. Under Access Control, click the Users option.
  3. Select the user from the data-grid and either double click that grid-row or click the edit user button.
  4. You’re looking for the ‘Client Access’ tab. Please click it when found.

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