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- With the created role highlighted, in the Role Permissions section you can select the permissions.
- Mark or unmark the listed areas' View, Edit, or Delete columns, if available. Marking Edit will also allow users to create the record depending on the record. For example, if you mark Edit for Service Calls, users can create a new service call.
- Service Calls - View/Edit
- Service Appointments - View/Edit/Delete
- Technician Activities - View/Edit/Delete
- Job Appointments - View/Edit/Delete
- Notes - View/Edit/Delete
- Attachments - View/Edit/Delete
- Customers (Quick Create) - View/Edit
- Service Locations - View/Edit
- Contact Management - View/Edit/Delete
- Building Optimization Broker - View/Edit/Delete
- Geocoding - View/Edit
- Equipment - View/Edit
- Purchase Orders - View/Edit/Delete
- Invoicing - Marking View - Marking this option will let users view historical invoices in the Customer Hub. Users will also need security access to view the Inquiry window in Signature.
- Select the Save icon.
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