Individual Status Security

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There are two areas where security can be set on individual statuses: Tools > Security (controls whether a user can access Status and at what level), and Tools > Status (ie., restricting sales staff from editing a job once its status has changed to Picking would be done via Tools > Status).

 

hmtoggle_arrow1Jim2 Security

 

hmtoggle_arrow1Status Security

 

Please contact sales@happen.biz to discuss report development that includes status benchmarking.

 

Further information

Add a New Status

Change a Status