MANAGING EXTERNAL USERS

This module intends to give access to your customers to use Field Promax. These Users are referred to as External Users.  These Users have very limited access to Field Promax.

  • External Users:
  • May create work orders (but unable to schedule the work)

  • View only open work orders

  • View only those work orders that belong to their company

  • Unable to view prices

  • Step 1:

    Call us to activate ‘External User’ module

  • Step 2:

    To create an External User, Go to Settings->Manage Users, Create User. From the Security Level drop down list, select ‘External User’ and create the user. The user will get an email with his login information.

  • update user
  • Step 3:

    Edit the user and Assign Customers. External User has limited menu options and work order information.

  • open orders