For our first release of the summer, we’re adding a highly requested feature: Employee Role Permissions. This new feature allows you to control which customers and locations each employee can access.
This is especially useful for limiting new employees who are in training, setting up technicians who work in certain areas, or balancing workloads when a technician is on vacation.
To set up Employee Role Permissions, log in on the tablet or desktop app as an Owner or Administrator, and follow these steps:
- Select the Account tab at the top of the screen.
- Click on the Employees tab.
- Select Edit for the specific Employee you want to modify.
- Select the Customer Access Tab.
- From the list of customers, choose accounts to which the Employee should have access.
We have more updates rolling out every few weeks, so make sure to keep OvrC updated on your phones and tablets to access the newest features.
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