g) Schedulers Section


Expanded Setup Guide

Permissions in this section grant access to add, change, or delete appointments in the Sales and Tech Scheduler.

Mouse over each Permissions listed on the left side of the screen and a small pop up window will display a brief description of what each item does.

Do you want your Sales Reps to have access to any of the items in this section? If not, move onto the Reports section. If yes, then use the checkboxes on the right to assign the applicable level of access (View, Create, Modify, or Delete).

Permission settings for this section vary from business to business This is up to you. We've seen companies who grant access to their Sales Reps and others who do not. There is also a Sales Scheduler that is turned off by default. It allows for sales appointments to be created. Contact SecurityTrax if you'd the Sales Scheduler turned on.