PERMISSIONS

All permissions are scoped to a licensed user. A licensed user is an employee that has a paid seat. The 3 sections are broken up by Desktop, Mobile & Retail (note you must have a retail license to see these permissions).

Desktop

The desktop side of permissions will have a drop down with either 3 or 4 options. The options are:

• No Access
• Read access
• Write Access
• Delete Access
• Full Access *This pertains to modules that have a settings option i.e. Billing, Customers, Inventory and Payroll.

Reports will only have No Access or Read Access

Mobile

Mobile permissions will inherit desktop permissions for reading, editing and deleting items outside of work order or service stops. It also has 3 specialized permissions to hide contacts, allow the tech to optimize thier own service stops & work orders and to submit orders to Pool360. *For route optimization you will need a Wise Software GPD license.

Retail

Retail has its own set up of permissions.