Employee Portal - Permissions
Features
Within the settings for each employee, you'll have full control that employee's level of access within the Employee Portal. The permissions that you can set include whether the employee has the ability to:
  • See invoices
  • See pricing on invoices
  • See notes you’ve added to customer profiles
  • See notes that you and other employees have added to specific invoices
  • Add notes to specific jobs/invoices
  • Reject job assignments
  • Self schedule themselves to unscheduled or underscheduled jobs
Within the employee settings, you can also indicate whether or not the employee is eligible to be autoscheduled to jobs.
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