Account Management/Customer Screen/Sites
From Emersion
Contents
Overview
This page is enabled for retail service providers who require the use of sites. This maybe due to the following conditions:
Auto-Populating Sign Up Address
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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.