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Resource Center

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 Setup, maintain, and permission your employee user accounts.

The Employee feature starts with the a built-in search engine to look up Employees by:

  • Name
  • Location
  • Department
  • Status
  • Rep Number


 Permission Schemes:

Control Employee access to the different features within the Resource Center with powerful yet simple to setup and use permissions schemes. Employee access can be controlled down to each button within the system.


 Access to Customers:

Customer access can be provided to employees in multiple ways:

  • Managers and internal staff employees can have access to all customers
  • Branch managers can be setup to have access to customers linked to their respective branch only
  • Sales reps can be setup to have access to their assigned customer accounts only
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