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Licenses
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Manage who has access to your organisation.
Everyone that logs into BUZ requires user access.
There are various levels of access being
Admin
Sales
Installer
Scanning Station
Customer
These permissions can be further restricted if the User does not require access to particular areas.
Licenses
With BUZ, you can manage your licenses and users.
You can access your current License
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details: Settings → Users → License Details
or through your Organisational Details: Settings → Organisation Details → License Details
You will see
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the total number of
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existing licenses and can invite users as you want.
To invite a user, go to Settings →
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Users → Invite User.
Administrator User License
Office Admins can have but are not limited to full organisation access.
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If a user is assigned this role, they
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have full access to your
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organisation's 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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An Installer licence/role limits a user to only access
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orders assigned to them
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.
Scanning Station User License
A Scanning station licence/role limits a user to only access Job Tracking / Dispatch scanning for production.
Leads
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Licence
A leads
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licence limits a user to only access
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leads
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. (Licence required is the same as A Scanning Station licence)
Customer User License
A customer licence/role limits a user to only access Quotes and Orders
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for that
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customer's assigned company.
For Information relating to the Customer Portal (Whole BUZ Customers), Select here
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Inviting Users
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.
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Culture
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- Select Customer's Name → Company Name → required for Customer User (ensure you have set up a customer card first). Click here for instructions on inviting customer user
- Select Sales Representative → Sales Representative → required for Sales Representative Group
- Select Installer → Installer → required for Installers Group
*Required for selected groups
Example of User Resource Mapping
Customer's Name → Company Name (from the customer card) → required for Customer User. Click here for a step by step guide on how to invite a new customer user to BUZ.
Select Sales Representative → Sales Representative → required for Sales Representative Group → this links to the required Sales Rep calendar
Select Installer → Installer → required for Installers Group
Resending a customer invite
Settings → Users → Click on the required user (Full Name) → Scroll to the bottom of the user details screen → Resend Invitation Button
Accept Invite
Once the invite is sent the user will be sent an email (as per below), the user will need to accept the invite and create their password.
If the user does not receive the email (for some unknown reason) you can go back into the user and "resend invite"
Groups
Groups are used to manage your user permissions, set up a group with access to only the areas of BUZ needed.
The standard groups set up in BUZ are a guide and can be updated as required.
Creating a new group go to Settings → Users → Group
Step 1.
→ Create Group
Step 2.
Add details → Create Group
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Step 3.
Allocate the permissions to the group
Settings → Users → Group → Click on group you wish to update → Update the permissions
To update the permissions you click on the green tick (has access) to mark it with a red X (no access)
Update the Group Name
Settings → Users → Group → Click on group you wish to update → Edit the group details as required.
Delete a group
Settings → Users → Group → Click on group you wish to update → Delete
Who can see Cost in Quoting
Administrator Users that have access to Settings are the only ones that can see the cost in Quoting.
If you don't want your user to see this, UN-tick settings
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Deactivate Users
To Deactivate a User follow the instructions below:
- Go to Settings → Users
- Select the User that you wish to Deactivate
- Then click the Active button on the right of the user
The user will become Inactive and move to the Deactivated users filter
Reactivate Deactivated Users
To reactivate deactivated users follow the instructions below:
- Go to Settings → Users
- Update the filter to Deactivated users
- Select the User that you wish to Reactivate
- Then click the Inactive button on the right of the user
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Attaching a Calendar to a User profile.
Plan your day with a calendar. Users can have a Sales, Installer or both types of calendars if they wish.
Selecting a Calendar in the User profile will restrict the Orders and appointments that the user can see.
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