| Help for BTBuilder | © BuildTopia 2009 |
Revised October 24, 2008
BTService roles define the functionality that a user can perform within the BTService Module. Messaging functionality allows the user to control the messages sent to users within BuildTopia.
Below is a list of the different permissions available and a brief description of what each permission does.
|
Permissions |
Description |
|
General |
|
|
BTService Access |
Access to the BTService Module. Checked by default. |
|
View Manager Dashboard |
Access to Managers Dashboard which displays summary of all CS Reps requests by Aging Level as well as all unassigned requests. |
|
Add/Edit Trade Partners |
Ability to add and or edit trade partner information. |
|
Assignable CS Manager |
User will be available in drop down for any CS Manager settings |
|
Requests |
|
|
Assignable CS Rep |
User will be available in drop downs for any CS Rep settings as well as assignable to Requests. If you remove this permission from a user that has already been assigned to a Request, the request will still be assigned to that CS Rep. |
|
Apply Reactivation Date to On-Hold Requests |
Ability to apply reactivation date when putting a request on hold or editing the request. |
|
View All Requests |
Ability to see all requests regardless of assigned CS Rep |
|
Close Requests |
Ability to close a request |
|
Assign Requests |
Ability to assign a request to a CS Rep |
|
Delete Requests |
Ability to delete a request |
|
Place Requests On Hold |
Ability to place a request on hold |
|
Reopen Requests |
Ability to reopen a request. |
|
Edit Request Summary |
Ability to edit a request summary |
|
Create Requests |
Ability to create a request |
|
Edit Request Dates |
Ability to edit request dates. |
|
Items |
|
|
Close Items |
Ability to close items |
|
Delete Items |
Ability to delete items |
|
Reopen Items |
Ability to reopen items |
|
Edit Item Summary |
Ability to edit item summary |
|
Create Items |
Ability to create items |
|
Edit Item Dates |
Ability to edit item dates |
|
Owners |
|
|
Edit Owners |
Ability to edit owners |
|
Edit Settlement Date |
Ability to edit settlement dates |
|
Edit Warranty Expiration Dates |
Ability to edit warranty expiration dates |
|
Lock Out Owner |
Ability to lock out owners |
|
Edit Address |
Ability to edit address |
|
Service Orders |
|
|
Create Service Orders |
Ability to create service orders |
|
Edit Service Orders |
Ability to edit service orders |
|
Reassign Service Orders |
Ability to reassign service orders |
|
Approve Service Orders |
Ability to approve service orders |
|
Reopen Service Orders |
Ability to reopen service orders |
|
Void Service Orders |
Ability to void service orders |
|
Edit Service Order Date |
Ability to edit service order date |
|
Messages |
|
|
Request Assigned |
Receive messaging when a customer service rep is assigned a request |
|
Request Created |
Receive messaging when a request is created |
|
Request Note Added |
Receive messaging when a note is added to a request |
|
Request Status Change |
Receive messaging when a request status changes |
|
SO Approved |
Receive messaging when a service order is approved |
|
SO Note Added |
Receive messaging when a note is added to a service order |
|
SO Opened |
Receive messaging when a service order is opened |
|
SO TP Completed |
Receive messaging when a trade partner has marked a service order complete |
|
Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com |