DK GasUsers & Permissions
D
Users & Permissions
Give every team member the access they need — and nothing more.
Administrator
Full system control
Office Manager
Customers, quotes, jobs, engineers
Sales
Leads, surveys and quotations
Engineer
Assigned jobs and surveys only
Accounts
Financial information and reports
| Module | Admin | Office Manager | Sales | Engineer | Accounts |
|---|---|---|---|---|---|
| Leads | Yes | Yes | Yes | No | View |
| Customers | Yes | Yes | Yes | View | View |
| Surveys | Yes | Yes | Yes | Assigned | No |
| Quotations | Yes | Yes | Yes | No | View |
| Jobs | Yes | Yes | View | Assigned | View |
| Financial Reports | Yes | View | No | No | Yes |
| Settings | Yes | No | No | No | No |