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…
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.
