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Views and Permissions

Peter Steffey edited this page 2025-03-10 09:22:11 -04:00

This should detail what pages and reports each person or groups needs, and how those map to roles and permissions.

• Kris/Josh:

  • List of Opportunities, filtered to "Open" status

• Front Office:

  • Full access to Opportunity
  • Full access to Customer
  • Dashboard:
    • Report of all quotations that were sent to client more than 5 days ago (in "Sent" status still)

• Courtney:

  • Full access to everything
  • Dashboard:
    • List of accepted quotations that need to be followed up with

• Foreman:

  • list of projects they are assigned
  • Button to start timer for open timesheet (or open a new one), pick project or driving
  • Quick way to see the sales order for the current project (needed if residential)