The people in your company who have access to Service Manager are all assigned a user record and given access to features using roles. Role based administration allows you to define access restrictions to certain areas and functionality.
Service Manager comes with the following built in roles and each has it's own action
Role | Action |
Administrator |
All functionality listed below Edit Settings |
Accounts |
Price increase Contractors, Customers, Sites and Agreements Complete cancellations Amend cancellation dates |
Accounts Manager | Create invoice runs, Global price increase |
Operations | View manifests |
Operations Manager |
Manage drivers, vehicles, routes, events, issues. Amend manifested deliveries Delete issues |
HR Manager |
Add Users Change a users password Assign and remove roles for a user Transfer a coordinator |
Stock Manager |
Manager categories Delete waste codes |
Coordinator |
Amend agreement items Delete notes, tasks, contacts and appointments |
Sales Representative |
Add new business agreements |
Sales Manager | Delete items from an agreement |