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The User Manager allows you to add new employee
accounts, homeowner logins, and subcontractor logins to the
system. Access to areas in the system is restricted through
the security level you assign. This enables you to have absolute
control over who has access to various levels of your data.
Levels
2 (Homeowner) - Users with this level will be directed
to a special homeowner page allowing them to view their color
selections, change orders, weekly schedule forecast (if allowed),
enter customer service questions, and view responses.
3 (Subcontractor) - Users with this level will be directed
to a special subcontractor page allowing them to view a list
of homes, home details, color selections for all homes, a
list of customers, the weekly schedule forecast (subcontractor
view) for homes assigned to them, and the master schedule
overview.
4 (Employee) - Users with this level will be directed to the
main office page and will have access to most features in
the system with the exception of adding or changing customers
and homes, user management, customer service management, and
recording change order payments. These features are normally
restricted to system managers, but you can give a user special
permission to these areas through the edit portion of the
user manager.
5 (Manager) - Users with this level will be directed to the
main office page and will have total access and control of
the system.
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Forgotten passwords can be emailed to the address
on file |
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Special page permissions can be given per user |
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Universal login with password-controlled routing |
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