Moraware CounterGo/JobTracker Help
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Users / Security

Topics: administer internal & external users, security roles, global settings, etc...

  • Using Shop Settings / Shop Users
  • External Users (for Dealers, Builders & Sales offices)
  • Adding a User - JobTracker
  • Add / Remove an Assignee
  • View Change Logs
  • Define a JobTracker Security Role
  • Reset/Change your password
  • Unlock a User Account
  • Change JobTracker Application / Security Settings
  • Allow a JobTracker user to View CounterGo Quotes
  • Change a JobTracker User's Security Privileges
  • Disable a JobTracker User (Mark Inactive)
  • View Changes made by a User
  • Setting the 'Myself' shortcut for Assignee/Salesperson
  • View a User's Change Log (History)
  • Reset another JobTracker user's password
  • User Login Sessions & Locations
  • Security to Change Job Settings
  • Hiding CounterGo Quote Prices from JobTracker Users
  • Inactivate a Shop User

Categories

  • Getting Started
  • Sales Toolkit (CRM)
  • Training
  • Jobs
  • Accounts
  • Calendar
  • Reports
  • Users / Security
  • Technical
  • Inventory Edition
  • Frequently Asked Questions
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