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b) Admin Section

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    Permissions in this section activate the Administration tab and grant access to the items found on the Administration tab.

    If you wish to give access to anything on the Administration tab you'll also need to select the top 'Yes' checkbox for 'Administration Page'. Leaving it unchecked will hide the Administration tab.

    Mouse over each Permissions listed on the left side of the screen and a small pop up window will display a brief description of what each item does.

    Do you want your Sales Reps to have access to any of the items in this section? If not, move onto the Customers section. If yes, then use the checkboxes on the right to assign the applicable level of access:

    View

    Allows User to see information which has already been entered.

    Create

    Allows User to enter new information into blank fields and save, but User cannot modify the information if 'Modify' access hasn't been given.

    Modify

    Allows User to change information even after it has been saved.

    Delete

    Allows User to completely remove information/data from SecurityTrax.

    Yes

    Turns the respective Permission 'On' giving you full control over the Permission, as opposed to view/create/modify/delete. Leaving it unchecked turns the Permission 'Off'.

    Typically, an organization would NOT give access to any Permissions in the Administrative section due to the sensitive information found in the Administration tab.

    Again, mouse over each Permissions listed on the left side of the screen the view the small pop up window displaying a brief description of what each item does. Check the boxes based on the desired Permissions you wish to grant your Sales Rep Permission Group in the Administration section.