User Rights for Client and Lead Access

User rights for Customer Relationship Management (CRM) are set under:
Settings > User Roles & Rights > [Role Name] > CRM.


User Rights for Client Access

To set up user rights for access to Clients, follow these steps:

  1. Go to Settings > User Roles & Rights > [Role Name] > CRM tab.
  2. Select the checkboxes in the "Client Access" columns.
Note: For a role to access the Client Edit screen, check these rights:
    • Client List
    • Add Client
    • Allow Edit

User Role/Right

Definition

Client List

Allows the user to view, edit, and search the client list. This right also is required to access the Client Edit screen.

Activate/Deactivate

Allows the user to activate or deactivate clients.

Add Client

Allows the user to add a new client. This right is also required to access the Client Edit screen and Show Map option for Smart Maps.

Allow Edit

Allows the user to edit existing clients on the Client Edit screen.

Allow Delete

Allows the user to delete existing clients. Once a client is deleted, their information cannot be retrieved.

Bulk Edit

Allows the user to bulk edit certain fields for clients from the client list.

Bulk Schedule

Allows the user to bulk schedule jobs.

Bulk Create

Allows the user to bulk create calls, tickets, tags, and notes for clients from the client list. 

Marketing

Allows the user to see the Marketing option on the Client list screen, under the Actions menu

Add Contract

Allows the user to create contracts for clients.

Payment Alerts

Allows the user to receive an alert when a payment is added in Service Autopilot.

Client Portal Ticket Alerts

Allows the user to receive an alert when a client portal ticket is submitted.

View Balance

Allows the user to view the current account balance for clients.

View History

Allows the user to view all job history.

View Notes

Allows the user to view notes for clients and leads.

View Contacts

Allows the user to view contacts.

View Billing

Allows the user to view billing information for clients.

View Credit Card #’s

Allows the user to view credit card information for clients.

Copy Master Property Credit Card

Allows the user to copy master property credit card information to sub-properties.

Reset Client Portal Password

Allows the user to reset the password for the Client Portal


User Rights for Lead Access

To set up user rights for access to Leads, follow these steps:

  1. Go to Settings > User Roles & Rights > [Role Name] > CRM 
  2. Select the checkboxes in the "Lead Access" column.

User Role/Right

Definition

Lead List

Allows access to view the lead list.

Allow Edit

Allows the user to edit leads.

Allow Delete

Allows the user to delete leads.

Bulk Edit

Allows the user to bulk edit certain fields for leads from the lead list.

Bulk Create

Allows the user to bulk create calls, tickets, tags, and notes for leads from the lead list.

Estimates

Allows the user to create estimates for leads.

Add Lead

Allows the user to create a lead. This is also required to see the Show Map option for Smart Maps.

Convert/Close

Allows the user to convert and close leads.

 

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