User Account Creation is handled by M-Power Support, you can add new users by emailing support@mpowersoftware.zendesk.com.
Once user accounts are created you can manage what 'apps' the users has access to in addition to changing their name, department etc.
Changing User Details
- From the user list, select the user by clicking on their name
- Then in Permissions tab change the visibility of each app as required
Changing User App Access
- From the user list, select the user by clicking on their name
- Then in Permissions tab change the visibility of each app as required
Printing User Barcodes for Scanning
From the user list click the Actions button on the right of the required users' row and select Print Barcode
Limiting Sales Staff Access to their Customers
It is a common request to restrict sales staff access to only 'their' clients. You can use the setting below in their Employee record to filter the Leads, Quotes, Orders, Despatches and Invoices (both list and details) to only those where the employee is set as the Account Manager.
Note: The employee should not be given access to setting or they can un-tick this setting giving them access to all customers and related records again.
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