Account Management/Customer Screen/Sites

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Overview

This page is enabled for retail service providers who require the use of sites. This maybe due to the following conditions:

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This content has been moved to the Emersion Knowledge Base.

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Integration with ConnectWise

This is presently under development. More information will be available in the future on this feature.

Access Control

The following powers govern access to the Customer > Sites section. These powers are located under the Customer Management group of powers.

No powers

Users with no power cannot see the Customer > Sites tab

Customer Sites - View

Users have read-only access to sites information

Customer Sites - Edit

Users can add and update sites information.