Difference between revisions of "Account Management/Customer Screen/Sites"
From Emersion
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{{DISPLAYTITLE:Sites}} | {{DISPLAYTITLE:Sites}} | ||
= Overview = | = Overview = | ||
| − | This page | + | 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 == | ||
* are subscribed to the [[Agent_Management|Agents]] module. | * are subscribed to the [[Agent_Management|Agents]] module. | ||
* have an instance of the [[End_User_Portal_and_Customer_Sign_Up_Portal|Sign Up Portal]]. | * have an instance of the [[End_User_Portal_and_Customer_Sign_Up_Portal|Sign Up Portal]]. | ||
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For further information, please refer to the [[Signup/Populating_Signup_Addresses#Add_an_Address_.28site.29_to_the_Agent|feature's article]]. | For further information, please refer to the [[Signup/Populating_Signup_Addresses#Add_an_Address_.28site.29_to_the_Agent|feature's 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. | ||
Revision as of 16:26, 23 May 2017
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
- are subscribed to the Agents module.
- have an instance of the Sign Up Portal.
- subscribe to the Populating Sign Up Addresses feature.
For further information, please refer to the feature's 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.
