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 setting consist of the following, Note that all the url links require company signup and login:
Accounting Sync with QuickBooks Online (or QuickBooks in the future) https://h5sw.herokuapp.com/settings/accounting
- 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.
- 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.
Roles: It's best to setup Roles before setting up users https://h5sw.herokuapp.com/roles
- Add New Role: To configure a new role with rights access rights for Customer, Jobs, Jobtimes, Contacts, Reports, and Settings/Admin
- Access Rights for Modules:
- All: Provides full read and write access to the module
- 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.
Users: Configure SMO Users. NOte: You should first sync QBO Employees before setting up users.
- Add New User: To configure the users