The permissions in Closeit are extensive and may not be obvious what each permission does This page will explain these permissions which are managed on the group management page.


Please follow the below guide, where we will cover the Interface section of Permissions.


Click on Main> Admin Control Panel



Group Management



Click on Edit Permissions on the relevant Permission Group.



Click on Interface to expand the section



As you can see in the above screenshot, the permissions have appeared under Interface. Even though some permissions are self explanatory, below are explanations on what each permission is used for.


Allow Export from Search Page - Allows users to export search's to excel format files and download them.


Can Change Partex Questions -  Allows users to change the partex question in the sys config page.


Can see damage status - Defunct


Can View All Salesadmin's Today Pages - Allows users to view all sales admin's today pages


Can View All Salesman's Today Pages - Allows users to view all salesman's today pages


Can View All Advisor's Today Pages - Defunct


Can View All User's Today Pages - Allows users to view all users today pages


Can View All WIP Admin 's Today Pages - Defunct

 

Can View All WIP Technician's Today Pages - Defunct


Display X number of Appointments on Today page - Allows you to set the amount of appointments viewable on the today page and whether the permission is active


Display X number of Messages on Today page - Allows you set the amount of messages are viewable on the today page and whether the permission is active


Display X number of Tasks on Today page - Allows you to set the amount of tasks are viewable on the today page and whether the permission is active


Hide Task Quick Complete Buttons - Allows users to use the tick button on the today page under a task/message/appointment to complete them


Modify Delivery Status - Defunct


Replace Car Icons with Vans - Replaces the car icons on Closeit to van icon



Simply click in the Enable/Disable radio box to enable or disable accordingly. Once complete, click update and the permission/s will go live within an hour.