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Table of Contents
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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 

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)

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