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Third Party

This is a guide to the user roles and permission for Third Party.

Nisa avatar
Written by Nisa
Updated over 2 months ago

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.

  1. Third-party Installers

  2. Third-party Accounting

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

The accessible features and pages:

Feature Permissions

  1. Delivery Settings Manager Override

  2. Delivery Date Booked

Dashboard

  1. Delivery Routing

  2. Delivery Schedule

Deliveries

  1. Routing

Settings

  1. Delivery Settings

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

The accessible pages:

Directory

Reports

  1. Commission Report

  2. Outstanding Orders Report

  3. Payment Break Down Report

  4. Accounting Summary Report

  5. Deposit Report

  6. Profit Report

  7. Revenue Report

  8. Sales Tax Report

  9. Summary Report

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