The “Other Access” column contains permissions for various areas of SA including Settings, Marketing, Websites, QuickBooks, Products, Alerts, Imports, and Wiki Pages.
- Go to Settings > User Roles and Rights > (Role name)
- In the "Other Access" column, select any of the check boxes below.
User Role/Right |
Definition |
|
Allow Roles Access |
Allows access and rights to edit User Roles and Rights |
|
Basic Marketing |
Allows you to create marketing lists and email blasts |
|
Websites |
Allows access to and rights to edit websites integrated with SA (this right is obsolete, except for grandfathered members) |
|
Export Lists |
Allows you to export lists from Service Autopilot |
|
QuickBooks Resync |
Allows the user to resync selected clients’ history with QuickBooks, going back to the “sync to” date. This is typically one year prior to their start date with SA. |
|
Delete Webpages |
Allows the user to delete any web pages integrated with SA (obsolete, except for grandfathered members) |
|
Bulk Edit Products |
Allows you to bulk edit products |
|
Estimate Accepted Alert |
Enables an alert when an estimate is accepted through the estimate portal |
|
Imports |
Allows you to import data |
|
Delete Wiki Pages |
Allows you to delete wiki pages |
|
Restore Deleted Wiki Pages |
Allows you to restore wiki pages |