...
First name: Jacques
Last name: New Senior
Username: jacques.newsenior@bboxx.co.uk
Password: xu#Fnmkero
What each permission group is allowed to do
Item & Description | Admin | Basic | Field Technician | Sales | Field Management | Back Office Management | Call Centre Basic | Call Centre Advanced |
|---|---|---|---|---|---|---|---|---|
CONFIG | ||||||||
General | ||||||||
Create a New Billing Method | X | |||||||
User Management | ||||||||
Create and manage users for someone else | X | |||||||
Manage my own account personal details and password | X | X | ||||||
Change somebody's role, title, department, entity, location | X | |||||||
Product Configuration | ||||||||
View products, packages, billing methods - "Product Configuration" in the Menu | X | X | X | X | X | |||
Upload and edit product | X | |||||||
Create and edit packages | X | |||||||
Edit billing methods | X | |||||||
Notifications | ||||||||
View campaigns and notifications | X | X | ||||||
Edit campaigns and notifications | X | |||||||
PROCESS ACTIONS | ||||||||
Make a sale | ||||||||
Create a customer | X | X | X | X | X | X | ||
Create an order | X | X | X | X | X | X | ||
Edit Sale | ||||||||
Cancel an order you created (before payment) | X | X | X | X | X | |||
Cancel an order you did not create (before payment) | X | X | X | X | ||||
Cancel an order after payment | X | X | X | |||||
Customer | ||||||||
Search customers and View customers, accounts, and related details | X | X | ||||||
View smart solar data through customer | X | X | X | |||||
Change customer data (address, phone, etc) after it’s been submitted | X | X | X | X | X | |||
Send one-off notification to a customer | X | X | X | X | X | |||
View photos for a customer | X | X | ||||||
Agent Assignment / Commission | ||||||||
Be added as the salesperson on a sale (during the sales flow) | X | |||||||
Payments & Credit | ||||||||
View, search, filter payments | X | X | X | X | X | X | X | |
Create a payment file and upload payments in bulk | X | X | X | |||||
Link a payment to an account | X | X | X | |||||
Unlink a payment from an account | X | X | X | |||||
LOGISTICS | ||||||||
General | ||||||||
View/filter/search all actions | X | X | ||||||
Search products, view products dashboard, product map - "Products icon in the Menu" | X | X | X | |||||
Specific Actions | ||||||||
Record a Repo | X | X | X | X | X | X | X | |
Fulfill an order | X | X | X | X | X | X | X | |
Swap a faulty product (like for like) | X | X | X | X |