User Management
User rights can be set to manage and add another user's information. Some information is required to create a user:
- First Name
- Last Name
- Phone Number
- Address
- City
- State
- Zip
You can delegate access to certain areas of the portal:
-
Equipment
- View equipment under each location's inventory
-
Sales Orders
- View/Create Sales Orders
-
Service Calls
- Place and review service calls
-
Account History
- See invoice history
-
Service History
- See past service calls
-
Order By Category
- Allow Purchases on Sales Orders (Sales Orders permission reqired)
-
User Management
- Add, Change or Remove Users
-
Propagation to Locations
- Allow new user to create Service Calls and access all stores on account.
If you do not have access to User Management, please contact your admin or email