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Managing User Permissions & Records
User Groups, Permissions, Visibility and HR Records
All of your Team Permissions & Records Together
Many your Users Access, Permissions and HR Records in one central solution,
You Control User Access
Users can be set up with a wide range of access permissions covering visibility of different modules and the ability to view or edit information. User types include Administrators, Portal Users and App Users and permissions can be controlled on a group or individual basis.
User Groups
User Groups can be established and custom named to fit your business structure. Permissions, Visibility and Access can all be controlled based on User Groups.
User Contact Details
When setting up your users, the solution can be used to store all related contact and HR details such as Emergency Contacts, Start and End Dates and Personal Contact information.
Permissions
Permissions to the different modules and access and visibility within those modules can all be managed in realtime via the Users section of the Management Portal.
Qualification & Training Records
Qualifications and Training Records can be simply uploaded into the User File. In addition to storing the documents, if there are expiry dates on any of the training or qualifications, automated expiry notifications are included.
Uploads & Documents
You can store file uploads and documents for your team such as resumes, licences, insurance certificates, referrals and all have automated expiry notifications included.
Notes
Add file notes and records to your team members file with ease enabling yet another paperless solution to record keeping.
User Variables
User Variables are fields related to the individual user that can be auto-linked to your forms to avoid mistakes and re-entry of commonly used fields. Examples could include Job Title, Licence Number, Certification or Accreditation Number or even contact locations and phone numbers.
Just Forms OR a Complete Business Solution
You can just use the forms for your business or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Safety First
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Document Management
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.