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users_setup [Solar eCRM]

Solar eCRM

Look Professional. Be Profitable

User Tools

Site Tools


users_setup

User Settings

There are various user types allowed in the system, such as Sales Agency who manages the a number of Sales reps, Lead Generator who are managed by Lead Manager/Agency generates Leads/Appointments for Sales reps, Sales Rep who manages leads, sends quote to the customer convert it into a sale, Stock user sends stock request to the warehouse, Installer who manages the installation process of an order and Admin who can do multiple task including tasks of all other users.

Add New User:

Users -> Add New -> Select the type of User

Edit Details:

Users -> Click on the Username -> Edit User


Choose User Type

You can choose from the available variety of User types like Administrator, Installer, Sales Agency, Sales Representative, Leads Agency, Lead Generator and Stock user.


Company Details

This section is prompted when an installer is to be created. Enter the company name of the installer. If you have your own installer, enter your company name.


Agency Details

This section is prompted when a Sales Agency / Lead Agency is to be created.

Agency Code

  • Agency code is a kind of reference code used identify the sales/lead agencies
  • It is a required field
  • Accepts both numbers and alphabets

Agency Name

  • Agency name is the company name of the sales/lead agencies
  • It is a required field
  • Accepts only alphabets


Select Sales Agency

  • Choose a Sales Agency under which you want to create a Sales Representative
  • It is a required field
  • List of available Sales agency will be displayed

Note: It is required to create atleast one Sales Agency in-order to create a Sales Representative


Select Leads Agency

  • Choose a Leads Agency under which you want to create a Lead Generator
  • It is a required field
  • List of available Leads Agency will be displayed

Note: It is required to create atleast one Leads Agency in-order to create a Lead Generator


General Details

General Details are required for all types of users.

First Name

  • First name of the user
  • It is a required field
  • Accepts only alphabets

Last Name

  • Last name of the user
  • It is a required field
  • Accepts only alphabets

Phone

  • Land-line contact number of the user
  • It is a required field
  • Accepts only numbers

Mobile

  • Mobile contact number of the user
  • It is an optional field
  • Accepts only valid mobile numbers

E-mail

  • E-mail id of the user
  • It is a required field
  • Accepts only valid email id

Street No

  • Street No of the user
  • It is an optional field
  • Accepts both numbers and alphabets

Street Name

  • Street Name of the user
  • It is an optional field
  • Accepts alphabets only

Suburb

  • Suburb of the user
  • It is an optional field
  • Accepts alphabets only

State

  • State of the user
  • It is an optional field
  • Choose the State from the list

Post Code

  • Postcode of the user
  • It is an optional field
  • Accepts both numbers only


Max Discount

Max Discount is prompted for all types of user who have access to Quote builder.

  • Different discount percentage can be set for all user-type
  • It is a required field. Default value will be set if not changed
  • Accepts only percentage value


Login Details

Every user has as separate log in credentials. Depending upon user-type the user access to the modules differs.

Username

  • This is unique field. Check for availability
  • It is a required field
  • Accepts both numbers and alphabets

Password

  • It is important to set a strong password. A strong password can have atleast 6 characters, with some small case letters, upper case letters,
  • It is a required field
  • Accepts both numbers, alphabets and special characters



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users_setup.txt · Last modified: 2019/02/28 13:41 (external edit)