Edit Portal User - BlueFolder

Customer & Contact Details

Customer:

Sample Customer

Contact:

John Doe
(719) 555-1212
(719) 555-4444 (mobile)
[email protected]

Display Name:

Status:

Active

Inactive (cannot log in)

Login Information

Username:

Password:

Require user to change password on next login

Send "Reset Password" email to this user

Permissions

Creating Work Orders:

Allowed to create Work Orders for their company

Setting the Location for new Work Orders:

Allowed to create Work Orders for any location

Allowed to create Work Orders only for their location

Setting the Contact for new Work Orders:

Allowed to create Work Orders for any contact

Allowed to create Work Orders only for themself

Choosing Equipment for new Work Orders:

Allowed to create Work Orders for equipment items at any location

Allowed to create Work Orders only for equipment items at their location

Viewing Work Orders:

Allowed to view all Work Orders for their company

Allowed to view all Work Orders for their location and for which they are the 'Contact'

Allowed to view only Work Orders for which they are the 'Contact'

Editing Work Orders:

Allowed to 'Cancel' Work Orders they can view

Allowed to 'Reopen' Work Orders they can view

Invoices:

Allow user to view invoices

Allow user to pay invoices

Viewing Equipment:

Allowed to view equipment items at any location

Allowed to view only equipment items at their location

Adding Attachments:

Allowed to add attachments to Work Orders

Allowed to add attachments to Contracts

Allowed to add attachments to Equipment

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Settings

Customer & Contact Details

Login Information

Permissions

Invoicing

Recurring Jobs

This Month