Difference between revisions of "Account Management/Customer Screen/Sites"

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(Auto-Populating Sign Up Address)
 
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== Auto-Populating Sign Up Address ==
 
== Auto-Populating Sign Up Address ==
* are subscribed to the [[Agent_Management|Agents]] module.
 
* have an instance of the [[End_User_Portal_and_Customer_Sign_Up_Portal|Sign Up Portal]].
 
* subscribe to the [[Signup/Populating Signup Addresses|Populating Sign Up Addresses]] feature.
 
  
[[file: Customer-sites.png|1200px|Customer > Sites screen]]
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This content has been moved to the Emersion Knowledge Base.
  
For further information, please refer to the [[Signup/Populating_Signup_Addresses#Add_an_Address_.28site.29_to_the_Agent|feature's article]].
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[https://resources.emersion.com/display/EKB/Populating+Sign+Up+Addresses Take me straight to the article]
  
 
== Integration with ConnectWise ==
 
== Integration with ConnectWise ==

Latest revision as of 14:18, 26 February 2018

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

This content has been moved to the Emersion Knowledge Base.

Take me straight to the article

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.