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:
- Go to Settings > User Roles & Rights > [Role Name] > CRM tab.
- Select the checkboxes in the "Client Access" columns.
- 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 and deactivate clients. |
|
Add Client |
Allows the user to add a new client. This right also is required to access the Client Edit screen. |
|
Allow Edit |
Allows the user to edit existing clients on the Client Edit screen. |
|
Allow Delete |
Allows the user to delete existing clients. |
|
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 Contracts |
Allows the user to view contracts. |
|
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:
- Go to Settings > User Roles & Rights > [Role Name] > CRM
- 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. |
|
Convert/Close |
Allows the user to convert and close leads. |