SMO Getting Started

Before delving into SMO's more complex features there are a number of steps to take that will make your experience with SMO much smoother. Follow the below steps to set up some standard roles and items in SMO; this is the first step you must take before creating a database of customers and generating work orders, invoices, etc. Without a database of roles and items SMO has limited functionality.

Creating Roles Go to "Settings" > "Roles" > "Add New Role" The roles added are up to the user, but a few suggestions are outlined below.

• Make Admin
  • Customer: All
  • Jobs: All
  • Job Times: Read/Write
  • Contacts: All
  • Reports: With-pricing
  • Settings/Admin: All

Role	Customer	Jobs	Job Times	Contacts	Reports	Settings
Admin	All	All	Read/Write	All	With-Pricing	All
Tech	All	All	Read/Write	All	With-Pricing	None
Sales	All	Read-Only	Read/Write	All	Without-Pricing	None
Customer	Read	Add/Read	None	Read	None	None