Editing SMO Settings
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The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | The initial user that signs up a company on SMO is considered the company admin and can configure all the settings for the company. | ||
The setting consist of the following, Note that all the url links require company signup and login: | The setting consist of the following, Note that all the url links require company signup and login: | ||
− | + | <h2> Accounting Sync with QuickBooks Online (or QuickBooks in the future) https://h5sw.herokuapp.com/settings/accounting </h2> | |
− | + | ** Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | |
− | + | ** Sync Customers Now: This will bring all customers from QBO to SMO | |
− | + | ** Sync Items Now: Sync all the QBO items including products and services. | |
− | https:// | + | ** Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users |
− | + | ** Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | |
− | * Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file. | + | <h2> Roles: It's best to setup Roles before setting up users https://h5sw.herokuapp.com/roles </h2> |
− | * Sync Customers Now: This will bring all customers from QBO to SMO | + | ** Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin |
− | * Sync Items Now: Sync all the QBO items including products and services. | + | ** Access Rights for Modules: |
− | * Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users | + | *** All: Provides full read and write access to the module |
− | * Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access. | + | *** Read-Only: Also users to read the module, but not edit or add records. |
− | + | *** Add/Read: Allows user to add new records and read existing records, but not edit existing records. | |
− | + | *** None: No access | |
− | It's best to setup Roles before setting up users | + | ** Access Rights for Reports: |
− | https:// | + | *** With-Pricing: Allows reports with pricing |
− | * Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin | + | *** Without-Pricing: Allows reports without pricing. |
− | * Access Rights for Modules: | + | * Users: Configure SMO Users. NOte: You should first sync QBO Employees before setting up users. |
− | ** All: Provides full read and write access to the module | + | ** Add New User: To configure the users |
− | ** Read-Only: Also users to read the module, but not edit or add records. | ||
− | ** Add/Read: Allows user to add new records and read existing records, but not edit existing records. | ||
− | ** None: No access | ||
− | * Access Rights for Reports: | ||
− | ** With-Pricing: Allows reports with pricing | ||
− | ** Without-Pricing: Allows reports without pricing. | ||
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− | * Add New User: To configure the users | ||
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