This article explains all the User Roles and Rights on the Home tab.
You can set these under Settings > User Roles & Rights > [Role Name] > Home.
Settings Access
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Account Settings |
Allows access and rights to edit any settings under “My Account” |
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Company Settings |
Allows access and rights to edit any settings under Company Settings |
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Home Settings |
Allows access and rights to edit any settings under Home Settings |
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CRM Settings |
Allows access and rights to edit any settings under CRM Settings |
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Scheduling Settings |
Allows access and rights to edit any settings under Scheduling Settings |
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Accounting Settings |
Allows access and rights to edit any settings under Accounting Settings |
Report Access
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SA Dashboard |
Allows access to SA’s preset dashboards and its components. |
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Company Reports |
Allows access and rights to run reports associated with the company. These reports are located under the Home Icon. |
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CRM Reports |
Allows access and rights to run reports associated with Client Resource Management. |
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Scheduling Reports |
Allows access and rights to run reports associated with scheduling, jobs |
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Accounting Reports |
Allows access and rights to run reports associated with accounting |
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Sales Manager Reports |
Allows access and rights to run reports associated with sales |
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Sales Rep Reports |
Allows access and rights to run reports associated with sales |
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View Report Center |
Allows access to view the Report Center and SA Reports |
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Manage Report Center |
Allows access to view, modify, and delete custom analyses and reports in the Report Center |
Other Access
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Allow Roles Access |
Allows access and rights to edit User Roles and Rights |
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Websites |
Allows access to and rights to edit websites integrated with SA (this right is obsolete, except for grandfathered members) |
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Export Lists |
Allows you to export lists from Service Autopilot |
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Delete Export |
Allows you to delete exports that have completed running from the My Day page |
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QuickBooks Resync |
Allows the right to resync selected clients' history with QuickBooks, back to the “sync to” date. Typically one year prior to their start date with SA. |
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Delete Webpages |
Allows the right to delete any web pages integrated with SA (obsolete, except for grandfathered members) |
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Bulk Edit Products |
Allows you to bulk edit products |
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Estimate Accepted Alert |
Enables an alert when an estimate is accepted through the estimate portal |
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Imports |
Allows you to import data |
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Delete Wiki Pages |
Allows you to delete wiki pages |
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Restore Deleted Wiki Pages |
Allows you to restore wiki pages |
Marketplace Access
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View Marketplace |
Allows you to view and download materials from the Marketplace |
Franchise Access
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View Franchise List |
Allows the user to view the Franchise List page |
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Franchise Login |
Allows the user to log into a Franchisee |
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Manage Franchisee Connections |
Allows the user to manage connected Franchisees |
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View Franchise Market |
Allows the user to view the Franchise Marketplace |
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Marketplace Publishing |
Allows the user to publish to the Franchise Marketplace |