💡 We suggest setting up user roles based on each area of the business and department needs. This allows you to allocate a role every time you add a new employee and ensure they have the appropriate permission level in the system. A great place to start is to think about how who needs what access to perform each tasks. For example ask yourself does your sales team members need access to Clients, Leads and Estimates, but maybe not to Job Management?
⚠️ Whenever a User Role is updated, all staff members with that User Role assigned will have their access updated. When reviewing staff access, consider whether only the staff member or their team needs a revised access and create as many User Roles as you need to run your business effectively
To modify or create a User Role, navigate to Settings > User Role and Access, where you will find the list of User Roles. From here, you can select the User Role to modify or delete it, and create new user roles to segment the different access needed for employees within your business
Once you are within a User Role or have clicked on
to create a new one, it is possible to edit areas within JACK that the user role has access to
3. Once you have updated the permissions, Save Changes
4. Repeat steps 2-3 as required until you have all the desired User Roles set up