Roles

Roles:

Roles make it easy to change the menu for different users. This enables you to make the menu match what they need to access. 

Roles are set in the admin dashboard, click on your name at the top right and select Admin system (Admin access is required).

Click on Roles and then Add a user role. Now give it a name (example: Engineer or Sales) and select a menu for this role. The menu depends on what you want this user to be able to do:

• Job Administrator: You will always require at least one user with the Job Administrator role. This person creates and manages the jobs. You can also assign jobs to these users.
• Job Worker: You can assign jobs to these users.
• Sales only: This user can access contacts and companies (They do not have access to job bookings)
• Sales / events / emails: This user is the same as sales only plus they can access events and emails  (They do not have access to job bookings)
• Sales with restricted access: These users can only see contacts who are assigned to them. They also have restricted access to see only tasks assigned to them / Opportunities assigned to them. They also see Documents.