User Groups and Access Levels

 

A Driver is a level "1" and has access to routing and can do some basic scheduling functions, including searching for events and canceling them. They do not have the permission to make changes to pricing within orders but they can add items, delete items, etc.

An Employee is a level "4", which gives them the ability to schedule, print routes, and search for customers. Please note that a basic employee at level "4" does not have permission to change pricing, add fees, etc. Access to change pricing and fees begins at level "5".

 

A Manager is a level "8", which gives them almost total administrative privileges. The only thing that a Manager cannot do is change price rules, availability rules, adjustments (including tax), etc. They have access to reports and can see financial information.

 

An Admin is a level "10" and can access the entire folder.

 

Below is a break-down/legend for you to keep on hand to help know your user access levels. Higher levels contain all the functionality of the lower access levels.

 

MANAGER:

• Can do anything an "Admin" can do with the exception of not having access to rules or adjustments (including the tax rate).
• There is no access to product sharing.
• They do have access to "Reports" and can see all financial information.
• Can perform a Void/Refund.

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EMPLOYEE:

• Can view, edit, cancel or book an event.
• Can edit prices.
• No "Admin" button.
• No access to "Reports".
• Can do Routing.
• No Void/Refund Capability.

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DRIVER:

• Can view, edit, cancel or book an event.
• Can do Routing.
• Cannot edit prices in any way.
• "Admin" button is not available.
• "Reports" button is not available.