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#TimeMemoryFunctionLocation
10.0001356968{main}( ).../doku.php:0
20.0002357928require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0020552416Doku_Event_Handler->Doku_Event_Handler( ).../init.php:215
40.0022558944plugin_load( ).../events.php:135
50.0023558944Doku_Plugin_Controller->load( ).../pluginutils.php:23
60.0023558992class_exists ( ).../plugincontroller.class.php:93
70.0023558992spl_autoload_call ( ).../plugincontroller.class.php:93
80.0023559040load_autoload( ).../plugincontroller.class.php:93

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10.0001356968{main}( ).../doku.php:0
20.0002357928require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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40.0026571008plugin_load( ).../events.php:135
50.0026571008Doku_Plugin_Controller->load( ).../pluginutils.php:23
60.0026571056class_exists ( ).../plugincontroller.class.php:93
70.0026571056spl_autoload_call ( ).../plugincontroller.class.php:93
80.0026571104load_autoload( ).../plugincontroller.class.php:93

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10.0001356968{main}( ).../doku.php:0
20.0002357928require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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40.0031608360trigger_event( ).../auth.php:116
50.0031608520Doku_Event->trigger( ).../events.php:196
60.0031608520auth_login_wrapper( ).../events.php:90
70.0031608520auth_login( ).../auth.php:173
80.0031608544auth_logoff( ).../auth.php:259
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20.0002357928require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
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20.0002357928require_once( '/home/solarecrm.com/public_html/help/inc/init.php' ).../doku.php:29
30.0028596912auth_setup( ).../init.php:223
40.0032608384auth_loadACL( ).../auth.php:120
50.0034610912auth_nameencode( ).../auth.php:154
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10.0001356968{main}( ).../doku.php:0
20.0035608384pageinfo( ).../doku.php:51
30.0035608832auth_aclcheck( ).../common.php:130
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50.0035608952preg_replace ( ).../auth.php:670

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10.0001356968{main}( ).../doku.php:0
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30.0042636192trigger_event( ).../actions.php:190
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50.0042636352act_sendheaders( ).../events.php:90
60.0042636352header ( ).../actions.php:203
user_types [Solar eCRM]

Solar eCRM

Look Professional. Be Profitable

User Tools

Site Tools


user_types

Company Users

Corporate

Sales Office

Company

Administrator

An Administrator is almost a Company User except for the access of company settings.

Company

  • Administrator user in a company will have access to all the modules except for the Company Settings.
  • The most important role of admin is to place and manage order, request for order stock, assign to an installer.
  • Apart from this Admin can act as any other type of user. For eg. Administrator can send a quote to the customer instead of a sales rep.

Sales Office

  • Administrator user in a Sales Office will have access to all the modules except for the Company Settings, Products and creating a Stock User.
  • The most important role of admin is to place and manage order, request for order stock, assign to an installer.
  • Apart from this Admin can act as any other type of user. For eg. Administrator can send a quote to the customer instead of a sales rep.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders
Stocks
Invoice
Installations
Logs
Users
Products

Installer

An Installer is a kind of user who can view and update the details of the installation job allocated.

Available Modules to Access

Dashboard (Home)
Installations

Available Tasks

Installation Module
Search Install Jobs
View & Print Installation Details
Download Forms
Add Details / Status

Sales Agency

A Sales Agency is a kind of user who can manage all the Sales Rep under them. They can view all the data/records related to them and Sales Reps under them.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders/Sales

Available Tasks

Dashboard (Home)
Orders comments block
Orders block
Message to Sales rep
Leads
Search Leads
View Lead details
Quotes
Create / Edit Quote
Send Quote
Order/Sales
Search Order
View Order details

Sales Representative

A Sales Representative is a kind of user who can send quote to customers and make a sale. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Leads
Quotes
Orders/Sales

Available Tasks

Dashboard (Home)
Orders comments block
Orders block
Message to Sales rep
Leads
Search Leads
View Lead details
Quotes
Create / Edit Quote
Send Quote
Order/Sales
Search Order
View Order details

Lead Manager/Agency

A Lead Manager/Agency is a kind of user who can manage the Lead Generators under them. They can view all the data/records related or allocated to them and their Lead generators.

Available Modules to Access

Dashboard (Home)
Leads

Available Tasks

Dashboard (Home)
Unassigned Leads block
Leads
Search Leads
Create & edit Leads
Assign Leads
View Lead details

Lead Generator

A Lead Generator is a kind of user who can generate Leads and assign it to a sales rep. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Leads

Available Tasks

Dashboard (Home)
Unassigned Leads block
Leads
Search Leads
Create & edit Leads
Assign Leads
View Lead details

Stock User

A Stock User is a kind of user who can send stock request to warehouse. They can view all the data/records related or allocated to them.

Available Modules to Access

Dashboard (Home)
Stocks

Available Tasks

Dashboard (Home)
Stocks
Search Leads
View Stock details
Sent Stock Request (Multiple select/send)
Print Stock details


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Call Stack
#TimeMemoryFunctionLocation
10.0001356968{main}( ).../doku.php:0
20.0041634728act_dispatch( ).../doku.php:84
30.0043637584include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' ).../actions.php:192
40.0063760736tpl_pageinfo( ).../main.php:65
50.0063760736auth_quickaclcheck( ).../template.php:906
60.0063760736auth_aclcheck( ).../auth.php:512
70.0063760792auth_nameencode( ).../auth.php:550
80.0063760792preg_replace ( ).../auth.php:670
user_types.txt · Last modified: 2019/02/28 13:41 (external edit)