Set general rights for Service Autopilot users on the "Home" tab.
- Click the Settings
- In the first section under “Company,” click User Roles and Rights.
- Click the name of a role in the list.
- On the "Home" tab, in the Settings Access column, check any of the checkboxes below.
User Role/Right |
Definition |
|
Account Settings |
Allows access and rights to edit any settings under “My Account” |
|
Company Settings |
Allows access and rights to edit any settings under Company Settings |
|
Home Settings |
Allows access and rights to edit any settings under Home Settings |
|
CRM Settings |
Allows access and rights to edit any settings under CRM Settings |
|
Scheduling Settings |
Allows access and rights to edit any settings under Scheduling Settings |
|
Accounting Settings |
Allows access and rights to edit any settings under Accounting Settings |
Note: Items under each Settings section will be made available if the setting is enabled.