...
Admin
Sales
Installer
Scanning Station
Lead
Customer
These permissions can be further restricted if the User does not require access to particular areas.
...
A Scanning station licence/role limits a user to only access Job Tracking / Dispatch scanning for production.
Leads
...
Licence
A leads license/ role licence 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.. (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 for that customer's assigned company.
For Information relating to the Customer Portal (Whole BUZ Customers), Select here.
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.
...