User Rights for Settings Access

Set general rights for Service Autopilot users on the "Home" tab.

  1. Click the Settings
  2. In the first section under “Company,” click User Roles and Rights.
  3. Click the name of a role in the list.
  4. On the "Home" tab, in the Settings Access column, check any of the check boxes 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

 

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