Roles

To change roles login, Click Administration, Click Manage Users.

 

You can select multiple roles per user if necessary.

 

 

Manage Settings= Can change company settings such as gross margin, pricing, billing info. (For Senior Management or Purchasing)

 

Reopen Calls= Can open a call job order that has been completed and job costed… Not many should be able to do this. (For Senior Management)

 

Administer= Access all roles below and can access and edit reports (For Managers)

 

Do Sales Calls= Can access calls assigned to them and access items in the price book set to “Allow Everyone” or “Do Sales Calls” They can only see their own calendar. (For Sales Reps)

 

Do Service Calls= Can access calls assigned to them and access items in the price book set to “Allow Everyone” or “Do Service Calls” They can only see their own calendar. (For Technicians)

 

Do Installations= Can access calls assigned to them and access items in the price book set to “Allow Everyone” or “Do Install Calls” They can only see their own calendar. (For Installers)

 

Add Calls= Can schedule calls when clients call in. (For Call Center Reps)

 

Dispatch Calls= Can see all Scheduled and unassigned jobs and can dispatch them. (For Call Center Reps and Dispatchers)

 

View Calendar= Can see everyone’s calendar in the company. (For anyone you want to see all calendars)

 

Edit On Call Calendar= Can edit the on call calendar. (For Call Center Reps and Dispatchers or Managers)