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When you add a or modify a user in Workshop Software the choice of Group for the user and if to enable Sales Dashboard and Business Intelligence functions define their access rights.
The User Group options below describe the access a user will have, every group has access to customers, vehicles and the search function.
User Groups
| Group | Access Rights |
|---|---|
| Admin | Has full access. Each subscription must have at least 1 login with ADMIN access. |
| Owner | Does not have access to add or modify users on the system, the company subscription tab or any integration functions. |
| Manager | Cannot change users (like OWNER), access Company Settings, Company Listings, Accounting Package integration setup or Supplier integration setup and ordering. |
| User | Cannot access companies or users (like MANAGER), event logs or SMS feature. |
| Invoice + Cust Pay | Only has access to customer payments, invoices, and labour items. |
| Pay Only | Has access to all INVOICE ONLY features, customer payments and customer payment items. |
| Invoice Only | Only has access to invoice and labour items. |
| Mechanic | Has access to only customer payments, invoices, labour items, products, purchase orders and vendor categories but cannot pull new product information into the system from supplier integrations. |
Please Note: Access to the Sales Dashboard and Business Intelligence is enabled for each user individually with the "Dashboard Privileges" and "Business Intelligence" toggles.
How to Modify Access Rights
- Click the User's Pen icon to modify their details
- In the "Group" field drop down select the desired User Group (3).
- Click the "Dashboard Privileges" (4) and "Business Intelligence" (5) toggles to limit or allow access to the Sales Dashboard and Business Intelligence respectively.
Sales Dashboard users will now see a summary of sales for the past month.
Business Intelligence users have access to overviews of Customers, Vehicles, Products and a configurable Snapshot tool.
