PPW has functionality (only adopted by certain companies) that allows the vendor user (Contractor) to set up additional user accounts within their account. PPW has also created the ability for the vendor user (Contractor) to assign orders to specific Sub Users via the home screen.
Sub-Group Set Up
PPW offers the ability to set up a custom group that allows the vendor user to set the various permissions for their Sub Users.
In the vendor user, click on the user icon in the upper right and choose 'Settings'. Then click on the tiny + for Sub Users:
This will reveal the 'Sub Groups' option, click there:
Click 'Add Group' and it will reveal all the permissions options. Name the Group. The permissions checked are what the vendor user currently has available to them. Uncheck any permissions that you wish to disable for the Sub Group.
Don't forget to hit the tiny 'Save' button at the bottom of the page to save your changes! Now the Sub Group is ready to be assigned to a new Sub User the vendor creates.
Sub User Set Up
Place yourself back at the page that looks like this, but now we will click on the Add Sub Users option:
When adding a new Sub User:
- Enter the appropriate information for the Sub User
- Set the Username - but it CANNOT be an email address
- Before saving, the vendor will need to select from the drop-down an option to determine whether the Sub User will have Access to:
- ALL - All content just as the vendor sees it
- Assigned Only - Just content for the orders assigned directly to the Sub User (No access to invoice page)
***Note - Once a Sub User is saved, an email will be sent to them to set their password.
To manage any specific Sub User account, the vendor will click the corresponding Username in order for that information to be displayed.
Home Screen Columns
In order for the vendor user to assign orders to Sub Users, the following changes have been made to the Home Screen:
- new column option called "Sub-User"
- new option to the Actions button to allow for Sub User assignment
Actions Option
- To assign Sub Users to work order(s), the vendor user will check off the tiny boxes to the left of the desired work orders
- Click the "Actions" button on the home screen and then select "Assign Sub User"
- Then, select the appropriate Sub User from the drop-down list and click the "Go" button
***Reminder: Depending on the access level set for the Sub User, they will either see ALL orders assigned to the vendor user OR only the orders assigned directly to them specifically.
Sub User Functionality - Assigned Only
The "Assigned Only" access level is for Sub Users only and will be limited to:
- Viewing and managing orders assigned to them
- No access to the Admin, Reports or Support tabs
- No access to Property Info page
- No access to the Invoice page
Functionality...
When these "Assigned Only" users markk an order Ready for Office (RFO), it will appear in a separate column called "Status Sub" on the home screen.
Once the Sub User marks it RFO, the vendor user can review the results and then, on the General Info screen of the work order they can mark RFO to submit to their Customer/Client. There is also the option to Mark RFO in bulk on the home screen via the "Actions" button. If you don't see the Mark RFO on the Actions button, please submit a support request to Support@propertypreswizard.com and we can help!
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