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Users and User Roles

Creating and Editing Users and User Roles for your shop


Users can be created and edited on the User Roles page which is found in the Admin Menu:

User Roles Menu.png

To Create a new User, use the “New User” button.

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Staff Information for the New User:

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Sequence: this determines the display order in the left hand column of users and on the Dashboard

Full Name: Enter the given name and surname of the new user.

Role: Select a role for the new user. The different roles and their levels of access/permissions can be seen here User Roles - Permissions . The choices are Master Administrator, Partner, Administrator (Shop Administrator), Manager, Advanced User, User and Basic User. Generally, a Shop Administrator will be creating new users so there will only be a selection of the roles equal to or under that level of access. ie Administrator, Manager, Advanced User, User and Basic User.

Explanation of Role: The permissions of the selected role will be displayed on the page for your reference.

Email: User’s email address.

Phone: User’s landline phone.

Mobile: User’s mobile phone.

CC in My Job Card?: Does the User need to receive a copy of any Job Cards created by them? If the shop is run by one person, they are sent job cards via the email set up on the Shop Settings page so they may wish to turn this off here so they don’t receive duplicate emails.

User Status:

  • Active - the User can log into the system using the log in details set up here,

  • Locked - the user has been locked out of the system (this might be for security reasons) and

  • Inactive - the user has stopped working for the business. * Note that when a user is deactivated, their jobs will be set to “Unassigned”.

Username: Pick a username.

Password: Pick a secure password.

Confirm Password: Re-enter the password.

Save: Save the details for the New or Edited User.

Save And Log Out: Saves the details and Logs your current user out of the system.

Search:

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You can perform a keyword search of your users here.

User Roles

Role

Proposed descriptions

Actual Descriptions

Basic Users

  • Can view their own jobs only

  • DO NOT ALLOW Re-assign jobs to other users OR MOVE THEIR OWN JOBS

  • Perform water tests

  • Attach files and notes to jobs

  • Change status of jobs

  • DO NOT allow to create jobs, orders or repairs

  • DO NOT allow to create or edit sites or contacts

  • DO NOT allow access to sites through any search function.

  • DO NOT allow to to cancel a job.

  • Can view their own jobs only

  • DO NOT ALLOW Re-assign jobs to other users OR MOVE THEIR OWN JOBS

  • Perform water tests

  • Attach files and notes to jobs

  • Change status of jobs

  • DO NOT allow to create jobs, orders or repairs

  • DO NOT allow to create or edit sites or contacts

  • DO NOT allow access to sites through any search function.

  • DO NOT allow to to cancel a job.

Users

  • Do everything that a Basic User can do, plus:

  • Create and edit sites and contacts

  • Create jobs, orders, and repairs

  • View their own jobs on the dashboard

  • Reschedule and reassign jobs

  • Add notes and attach files to jobs

  • Change the status of jobs

  • Do everything that a Basic User can do, plus:

  • Create and edit sites and contacts

  • Create jobs, orders, and repairs

  • View their own jobs on the dashboard

  • Reschedule and reassign jobs

  • Add notes and attach files to jobs

  • Change the status of jobs

Advanced Users

  • Do everything that a User can do, plus:

  • View jobs assigned to other people

  • Do everything that a User can do, plus:

  • View jobs assigned to other people

Managers

  • Do everything that an Advanced User can do, plus:

  • Add and edit users

  • Delete site contacts

  • Do everything that an Advanced User can do, plus:

  • Add and edit users

  • Delete site contacts

  • Cancel jobs or services

Administrators

  • Do everything that a Manager can do, plus:

  • Change shop settings

  • Change dosage settings (chemicals, targets & ranges, etc.)

  • Delete jobs, sites, repairs, and orders

  • Do everything that a Manager can do, plus:

  • Change shop settings

  • Change dosage settings (chemicals, targets & ranges, etc.)

  • Delete jobs, sites, repairs, and orders