Difference between revisions of "Roles"
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">To change roles login, Click Administration, Click Manage Users.</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">To change roles login, Click Administration, Click Manage Users.</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">You can select multiple roles per user if necessary.</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">You can select multiple roles per user if necessary.</span></span></span> | ||
| − | + | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Manage Settings</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can change company settings such as gross margin, pricing, billing info. (For Senior Management or Purchasing) They will have access to all under the Administration Tab except Manage Users. They must have Administration role as well.</span></span></span> | |
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| − | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Manage Settings</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can change company settings such as gross margin, pricing, billing info. (For Senior Management or Purchasing)</span></span></span> | ||
| − | + | <span style="font-size:14.0pt"><span style="color:#585858">Access all roles below and can access and edit reports (For Managers)</span></span> | |
<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Reopen Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can open a call job order that has been completed and job costed… Not many should be able to do this. (For Senior Management)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Reopen Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can open a call job order that has been completed and job costed… Not many should be able to do this. (For Senior Management)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Administer</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Access all roles below and can access and edit reports (For Managers)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Administer</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Access all roles below and can access and edit reports (For Managers)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Sales Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Sales Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Service Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Service Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Installations</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Do Installations</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= 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)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Add Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can schedule calls when clients call in. (For Call Center Reps)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Add Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can schedule calls when clients call in. (For Call Center Reps)</span></span></span> | ||
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<span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Dispatch Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can see all Scheduled and unassigned jobs and can dispatch them. (For Call Center Reps and Dispatchers)</span></span></span> | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Dispatch Calls</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can see all Scheduled and unassigned jobs and can dispatch them. (For Call Center Reps and Dispatchers)</span></span></span> | ||
| − | + | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">View Calendar</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can see everyone’s calendar in the company. (For anyone you want to see all calendars)</span></span></span> | |
| − | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue"> | + | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:blue">Edit On Call Calendar</span></span></span><span style="font-size:14.0pt"><span style="font-family:"><span style="color:#585858">= Can edit the on call calendar. (For Call Center Reps and Dispatchers or Managers)</span></span></span> |
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| + | <span style="font-size:14.0pt"><span style="font-family:"><span style="color:#0000ff;">Manage Users </span><span style="color:#585858">= Must have ManageSettings and Administration as well. This allows someone to be able to access and setup new and existing users.</span></span></span> | ||
| − | + | <span style="font-size:14.0pt"><span style="color:#585858">Can change company settings such as gross margin, pricing, billing info. (For Senior Management or Purchasing) They will have access to all under the Administration Tab except Manage Users. They must have Administration role as well.</span></span> | |
| − | <span style="font-size:14.0pt | + | <span style="font-size:14.0pt"><span style="color:#585858">Access all roles below and can access and edit reports (For Managers)</span></span> |
| − | </div> </div> | + | </div> </div> </div> |
Latest revision as of 08:18, 18 January 2018
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) They will have access to all under the Administration Tab except Manage Users. They must have Administration role as well.
Access all roles below and can access and edit reports (For Managers)
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)
Manage Users = Must have ManageSettings and Administration as well. This allows someone to be able to access and setup new and existing users.
Can change company settings such as gross margin, pricing, billing info. (For Senior Management or Purchasing) They will have access to all under the Administration Tab except Manage Users. They must have Administration role as well.
Access all roles below and can access and edit reports (For Managers)
