f) Roles Restriction Section


Expanded Setup Guide

Permissions in this section allow access to receiving tickets, adjusting the Sales or Tech Scheduler, along with assigning roles to Users in your company (for example: Sales Rep, Tech Administrator, or Technician.)

Mouse over each Permissions listed on the left side of the screen and a small pop up window will display a brief description of what each item does.

Do you want your Sales Reps to have access to any of the items in this section? If not, move onto the Reports section. If yes, then use the checkboxes on the right to assign the applicable level of access (View, Create, Modify, Delete, or Yes).

It's recommended that Sales Reps have access to 'Can Have Tickets Assigned', 'Is a Lead Representative', and 'Is a Sales Representative'.