Editing SMO Getting Started
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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. | 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" | Go to "Settings" > "Roles" > "Add New Role" | ||
The roles added are up to the user, but a few suggestions are outlined below. | 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 | ||
− | + | *Make Tech | |
− | + | ** | |
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