New User Type: Assistant

 Date: 04/03/2018

General Information:

  • New Assistant profile with the following capabilities:
  1.    Access to all clients.
  2.    Editing capabilities on all clients
  3.    Assign sources for clients.
  4.    Access to the services section
  5.    View Only access to the Trip Module
  6.    No Access to BI reports or agency totals.

 

Administrative Profile:

  • New look & feel for the “Services” section located on the administrator’s drop down menu.
  • Now you can access trips from the “Services” section by clicking on the new “Go To Trip” button on the + Actions menu.

 

Was this article helpful?