By giving a user the “View user group” and/or “Edit user group” user permissions for TIME REPORT, you give a user the ability to see time reports for everyone in the user group they are part of. Learn more about User groups. The setting requires admin permissions and is done…
There is now a new option in the Planner settings: “Show bulk move”. This setting adds a Move date button to the Planner. This setting allows you to move multiple bookings from one day to another at the same time. Click the Move Date button. A popup opens where you…
Show time utilization In the Planner, you can now see each user’s number of possible working hours. The number is taken from the user’s working hours setting and follows your selected view – month, week, day. At the top you see the total time for the entire workgroup. To the…
Set your notifications For each function, you can now choose how you want to receive the notification – email, SMS and/or push notification. It is now possible to control SMS/email/push in more detail per type of notification, so that, for example, you can have SMS activated for tag subscriptions without…
Permission Description Good to know Link: Agreement View The user can view and search agreements. Edit The user can open and change agreements Create The user can create new agreements. Delete The user can delete sales orders Cancel The user can cancel sales orders Generate sales orders The user can…
Permission Description Good to know Link: Chat Create The user is allowed to create and name new chats.
Permission Explanation Other settings that affect / Good to know / Link to more information STORAGE Link: Storage View The user has the the permission to see storage. View assigned The user has the the permission to see an assigned storage. Create The user has the the permission to create…
Permission Description Good to know View The user sees service orders. View assigned The user sees service orders assigned to the user. Create The user can create service orders. Edit The user can edit service orders. As an admin, you can also change a service order that has been started….
Book an order in the Planner for a user group Your user groups are now also bookable in the Planner and appear in the list of technicians when you make a booking. New and updated articles New article with tags for price and VAT Handle user permissions is supplemented with…
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