User Roles
This article will show you each user role that Essentials has and what capabilities each user role does or does not have access to.
Topics in this article include
Getting there
- Go to People > Employees.
- From here, you can edit a selected employee and change their role.
Specialty Roles
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Customer |
Maintenance |
Reporting |
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Access Customer Storefront |
Utilize and view the Maintenance Feature |
Utilize and view Reports |
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Make Payment* |
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Cancel Transactions** |
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Edit Transactions** |
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*You will have to have a credit card integrated for a customer to be able to make a payment.
**Customers can edit and cancel transactions as long as the configuration is set in Front End Configurations.
Counter Roles
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Quoter |
Counter |
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View Workbench |
Same Features as a Quoter |
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View all Transactions |
Create, edit, and view Reservations |
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Create, edit & view Quotes |
Edit and View All Transactions |
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Create and take payment on Quick Sale |
Add a Line Item Discount* |
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Print Contracts |
Add a Fee** |
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Create, edit, and view Customers |
Refund** |
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View Inventory |
Invoice and Automatic Billing |
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Create, edit, and view eSign Dashboard |
Take Payments*** |
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Create, edit, and view Purchase Orders |
*The counter person will only be able to add a line item discount if the item is marked to allow discounts within the item’s basic information screen.
**The counter person can refund or add a fee as long as items have not been received AND full payment has not been taken. If both exist, then only the Admin can refund or add a fee.
***The Counter - No Payment role will not be allowed to collect payments and/or issue refunds.
Management Level
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Supervisor |
Manager |
Admin |
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Same Features as a Counter |
Same Features as a Supervisor |
Same Features as a Manager |
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Create, edit, and view Inventory* |
Utilize and view Reports |
Edit and View Configurations |
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Utilize and view the Maintenance Feature |
Create and edit information in Registers |
Edit and View Accounting tab |
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View Transaction History |
Edit and View Pricing |
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Create, edit, and View Delivery Vehicles |
Add\Edit a Line Item Discount |
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Create, edit, and View Vendors |
Add\Edit Fees |
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Create\Edit Inventory Categories |
*Creating or editing categories is a configuration setting, so only the Admin role can add a new category from the New Item menu