SMO Getting Started: Difference between revisions
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Created page with "Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some s..." |
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**Settings/Admin: All | **Settings/Admin: All | ||
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! Role !! Customer !! Jobs !! Job Times !! Contacts !! Reports !! Settings | |||
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| Admin || All || All || Read/Write || All || With-Pricing || All | |||
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| Tech || All || All || Read/Write || All || With-Pricing || None | |||
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| Sales || All || Read-Only || Read/Write || All || Without-Pricing || None | |||
|- | |||
| Customer || Read || Add/Read || None || Read || None || None | |||
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Revision as of 21:11, 7 November 2013
Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some standard roles and items in SMO; this is the first step you must take before creating a database of customers and generating work orders, invoices, etc. Without a database of roles and items SMO has limited functionality.
Creating Roles Go to "Settings" > "Roles" > "Add New Role" The roles added are up to the user, but a few suggestions are outlined below.
- Make Admin
- Customer: All
- Jobs: All
- Job Times: Read/Write
- Contacts: All
- Reports: With-pricing
- Settings/Admin: All
| Role | Customer | Jobs | Job Times | Contacts | Reports | Settings |
|---|---|---|---|---|---|---|
| Admin | All | All | Read/Write | All | With-Pricing | All |
| Tech | All | All | Read/Write | All | With-Pricing | None |
| Sales | All | Read-Only | Read/Write | All | Without-Pricing | None |
| Customer | Read | Add/Read | None | Read | None | None |