|
Permission |
Crew |
Sales | Office | Manager | Location Admin | Company Admin |
| View Jobs | Own Jobs | Own Jobs | All Jobs | All Jobs | All Jobs | All Jobs |
| See Calendars | Own Jobs | Own Jobs | All Jobs | All Jobs | All Jobs | All Jobs |
| Create Leads | No | For Self | Yes | Yes | Yes | Yes |
| Approve Jobs *** | No | Lead to Prospect | All | All | All | All |
| View Production Scheduler * | No | Self and Manage User Access | All | All | All | All |
| Invite Customers Manually with Customer Portal * | No | Self and Manage User Access | Yes | Yes | Yes | Yes |
| View Unassigned Leads | No | No | Yes | Yes | Yes | Yes |
| View Distributed Leads | No | No | Yes | Yes | Yes | Yes |
| View My Distributed Leads | No | No | Yes | Yes | Yes | Yes |
| View Lead Source Report | No | No | Yes | Yes | Yes | Yes |
| Add Company Document Folders | No | No | Yes | Yes | Yes | Yes |
| Reassign Jobs | No | No | Yes | Yes | Yes | Yes |
| Set Company Announcements | No | No | Yes | Yes | Yes | Yes |
| View Closing Percentage Report * | No | No | Yes | Yes | Yes | Yes |
| View Sales Pipeline Report * | No | No | Yes | Yes | Yes | Yes |
| View Cash Flow Forecast Report * | No | No | Yes | Yes | Yes | Yes |
| View Marketing Expenses Report * | No | No | Yes | Yes | Yes | Yes |
| View Order Manager * | No | No | Yes | Yes | Yes | Yes |
| View Approved/Recorded Worksheet Track Page * | No | No | Yes | Yes | Yes | Yes |
| View Prospecting Report * | No | No | Yes | Yes | Yes | Yes |
| View QuickBooks Settings ** | No | No | Yes | Yes | Yes | Yes |
| View QuickBooks Accounts ** | No | No | No | No | Yes | Yes |
| View Commissions Report ** | No | No | Yes | Yes | Yes |
Yes |
| View Signature Request Report ** | No | No | No | No | Yes |
Yes |
| View Company Library Manager | No | No | No | Yes | Yes | Yes |
| Manage User Access | No | No | No | Yes | Yes | Yes |
| View Labor Manager | No | No | No | Yes | Yes |
Yes |
| Create Estimate and Order Templates | No | No | No | Yes | Yes |
Yes |
| View Checklist Manager | No | No | No | Yes | Yes | Yes |
| Approve Orders (Not Submit) | No | No | No | Yes | Yes | Yes |
| View Payroll Report ** | No | No | No | Yes | Yes | Yes |
| Create Smart Docs ** | No | No | No | Yes | Yes | Yes |
| Manage Your Team | No | No | No | No | Yes | Yes |
| Delete Lead/Job | No | No | No | No | Yes | Yes |
| View Account Settings | No | No | No | No | Yes | Yes |
| View Marketing Expenses | No | No | No | No | Yes | Yes |
| Delete Contacts | No | No | No | No | Yes | Yes |
| Invite Sub/Crew to Crew App ** | No | No | No | No | Yes | Yes |
| View Multiple Locations on Reports * | No | No | No | No | No | Yes |
| View Administrative Settings | No | No | No | No | No | Yes |
| Create New Locations * | No | No | No | No | No | Yes |
* Requires Elite Version of AccuLynx for option
** Requires an Add-On be enabled to use the option
*** Approving Job permissions may vary based on Custom Work Flow settings configured in an Elite Account, this is the default permission setup
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