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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company

users_setup

User Settings

Various types of users are allowed by the system.Each user type is granted different access rights.  The appropriate user type for each user depends upon his or her tasks in your solar retail business.An Admin user performs multiple tasks, including tasks of other users.Therefore an Admin user has very large access rights.  A Sales Agency manages the Sales Reps.A Sales Rep user is provided appropriate access rights.An Installer fulfills the installation process of an order.A Stock user sends stock requests to the warehouse.A Lead user may only follow leads he or she created.A Lead Manager or Lead Agency may follow leads created by all the Lead users in that Agency or Management structure.    

Add New User:

  1. Click Users > Add New
  2. Add the User details as required.
  3. Click Next button to go to the next tabs (User Details, Login Details)
  4. Click Finish

Edit Details:

Method 1

  1. Click Users > Edit icon
  2. Users|Edit Page, Modify the details as required.
  3. Click Finish

Method 2

  1. Click Users > User Name
  2. Users | View Page, click Options > Edit
  3. Users | Edit Page, Modify the details as required.
  4. Click Finish


Choose User Type

You can choose from the available variety of User types like Administrator, Sub Administrator, Installer, Sales Agency, Sales Representative, Leads Agency, Lead Generator and Stock user.


Module Details

This section is prompted when a sub administrator is to be created. Select module to allow sub administrator to access. At least one module need to be selected


Company Details

This section is prompted when an installer is to be created. Enter the company name of the installer. If you have your own installer, enter your company name.


Agency Details

This section is prompted when a Sales Agency / Lead Agency is to be created.

Agency Code

  • Agency code is a kind of reference code used identify the sales/lead agencies
  • It is a required field
  • Accepts both numbers and alphabets

Agency Name

  • Agency name is the company name of the sales/lead agencies
  • It is a required field
  • Accepts only alphabets characters


Select Sales Agency

  • Choose a Sales Agency under which you want to create a Sales Representative
  • It is a required field
  • List of available Sales agency will be displayed

Note: It is required to create atleast one Sales Agency in-order to create a Sales Representative


Select Leads Agency

  • Choose a Leads Agency under which you want to create a Lead Generator
  • It is a required field
  • List of available Leads Agency will be displayed

Note: It is required to create atleast one Leads Agency in-order to create a Lead Generator


General Details

General Details are required for all types of users.

First Name

  • First name of the user
  • It is a required field
  • Accepts only alphabets characters

Last Name

  • Last name of the user
  • It is a required field
  • Accepts only alphabet characters

Phone

  • Land-line contact number of the user
  • It is a required field
  • Accepts only numerical characters

Mobile

  • Mobile contact number of the user
  • It is an optional field
  • Accepts only valid mobile numbers

E-mail

  • E-mail id of the user
  • It is a required field
  • Accepts only valid email id

Street No

  • Street No of the user
  • It is an optional field
  • Accepts both numbers and alphabet character

Street Name

  • Street Name of the user
  • It is an optional field
  • Accepts alphabet character only

Suburb

  • Suburb of the user
  • It is an optional field
  • Accepts alphabet character only

State

  • State of the user
  • It is an optional field
  • Choose the State from the list

Post Code

  • Postcode of the user
  • It is an optional field
  • Accepts both numerical and alphabet characters.


Max Discount

Max Discount is prompted for all types of user who have access to Quote builder.

  • Different discount percentage can be set for all user-types
  • It is a required field. Default value will be set if not changed
  • Accepts only percentage value


Login Details

Every user has separate log in credentials. Depending upon user-type the user access to the modules differs.

Username

  • This is unique field. Check for availability
  • It is a required field
  • Accepts both number and alphabets characters

Password

  • It is important to set a strong password. A strong password can have atleast 6 characters, with some small case letters, upper case letters,
  • It is a required field
  • Accepts number, alphabet and special characters


users_setup.txt · Last modified: 2019/02/28 13:20 (external edit)