ProBusinessTools® User Security Management
Software
Click to view
|
Staff Security Roles:
Setup security roles for different employee functions and job descriptions. Review
what employees have what security roles. Changing a security role will automatically
change the security for the employees’ setup to use that security roll.
|
Click to view
|
Staff Software Security Access:
With staff security you can allow or restrict access to different tools and reports
within the software. Restrict or give access to Sales Forms, Edit/View existing
sales, Accounting, Inventory, Management Reporting, Download Ability, Force Appointment
ability, rather they have Credit Card Processing ability. Almost any tool in the
software can be turned on or off by security role or for an individual. If you give
managers the ability to setup staff, they will only be able to grant access to tools
that they themselves have access to.
|
Click to view
|
Data Security Access:
Tool access and Data access are solely separate security functions but work hand
in hand to give precisely the control your staff needs. With our data access tools,
you can start off by restricting what orders a security role or individual has rights
to. You can restrict sales staff to only reviewing their own sales orders. You can
restrict a store, regional, or district manager to only see data within their management
area. You can restrict technicians and employees to only see orders that are assigned
or scheduled to them. You can give call center personnel access to only access the
software from within your network. You have the ability to setup an employee to
access the software from home, on the road, or restrict them to only accessing the
software while they are in your office or call center.
|
Click to view
|
Installer Access:
Control which technicians and service employees have access to edit orders, schedule
their own appointments, control their own calendar, or simply view what orders are
scheduled to them and rather or not they can print off paperwork or close out orders
via a mobile or internet connection.
|
|
Request a Demo
For more information or to view a free demo, please fill out this form.
|
Learn More
Service Software for your Industry
|
|