The Third-party roles are designed for individuals that need access to the system in a limited capacity that are not normal employees of the company.

Currently, we have two.

Third-party Installers

Third-party Accounting

Third-party Installers will allow access to their routes and the associated settings.

Feature Permissions

  • Delivery Settings Manager Override

  • Delivery Date Booked

Dashboard

  • Delivery Routing

  • Delivery Schedule

Deliveries

  • Routing

Settings

  • Delivery Settings

Third-party accounting will allow access exclusively to those reports that are needed for bookkeeping.

Directory

Reports

  • Accounting Summary Report

  • Deposit Report

  • Profit Report

  • Revenue Report

  • Sales tax Report

  • Summary Report

Did this answer your question?