Users

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