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Licenses
With BUZ5 you now have the ability to manage your licenses and users.
You can access your License current details: Settings → Users → License Details
or through your Organisational Details: Settings → Organisation Details → License Details
You will see a total number of current licenses and can invite users as you want.
To invite a user go to Settings → Users → Invite User
Administrator User License |
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Office Admins can have but not limited to full organisation access. Meaning if a user is assigned this role they have have full access to your organisations system depending on the group access provided. |
Sales Representative User License (Sales Reps) |
A sales rep licence / role limits a user to only access Quotes & Orders that are assigned to them only. |
Installer User License (Installers) |
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A Installer licence / role limits a user to only access Orders that are assigned to them only. |
Scanning Station User License |
A Scanning station licence / role limits a user to only access Job Tracking / Dispatch scanning for production. |
Leads Taker User License |
A leads license/ role limits a user to only access the Leads/ leads calendar to create leads and edit lead appointments. Note: These are billed the same as scanning station licenses. |
Customer User License |
A customer licence / role limits a user to only access Quotes and Orders that are placed for that customers assigned company. For Information relating to the Customer Portal (Whole BUZ Customers) Select here |
Click here for more information relating to
Inviting Users to BUZ
Deactivating and re-activating Users in BUZ
User Groups - Permissions and properties