Permission Description Good to know View all Everyone sees their own activity log, because no permission is required. With View all, the user sees everyone’s activity log. You can access the activity log by clicking on your username and scrolling to the bottom of the page.
Permission Description Good to know Link: Work order View Enables the user to view work orders, both the list view and the detail view. View assigned Enables the user to see work orders assigned to them, no others. Edit Enables the user to edit work orders. Edit assigned Enables the…
Permission Description Good to know Link: Articles View The user can view and search the article register and open article records. View price The user sees the prices of an article. This applies to both the articoe record and orders. See also Permissions Pricing Edit The user can change information…
Permission Description Good to know View Enables the user to see the To-Do list View assigned Enables the user to see orders assigned to them in the To-Do list.
To increase security, we will be enabling multi factor authentication for all users. For now, you can choose to enable the feature yourself – do it for your own security. How to enable the feature You can activate it in your Account Settings. Click on your username and look for…
New user register To provide a good overview and make it easier to change permissions and user settings, we have created Register – Users. The register is only available to those with admin permissions. Read more about the user register. New feature for custom fields on service objects Information you…
Admin permission is required to access the user register. In Register – Users there is a list of all your users, including customer users, view only users and external resources. The user registry provides the same capabilities as those found in Group Settings. Select categories to display Click the +…
In the Email settings, you can create a number of templates for your email or SMS mailings. Standard template for sending protocols and order confirmations for Work Orders and Service Orders. Order confirmations for Work Orders, Service Orders and Contact Orders. Templates you create here can then be selected in…
Serviceprotocol.com contains several ways to send messages to customers – booking confirmation, order confirmation, protocol, messages to and from customers directly in an order, etc. as well as messages within your group. First we present e-mail functions to your customers, the more internal e-mails and notifications. General information How do…
Model On a model, you can now see which template(s) have been used in the service interval. We have also added the ability to enter Custom Info on the model. When updating this information, you need to select the option “Apply changes to custom info”. Article number on service object…
