Each user account can be set to an Admin, Service Writer, or Technician, each with its own preset permissions and notifications settings. You can customize these settings further if needed to have total control over your users' experience when using Shopmonkey.
To view or edit a user's settings, go to Settings > Users, then click on the desired user. Their user settings menu will appear:
Below the user's contact information is the Permissions, Notifications, and Rates & Commissions tabs.
Permissions give access to the different features in Shopmonkey. By default, the Permissions tab will be selected, where you will find the user's Feature Permissions. For more information on permissions, check out our help article linked above.
Notifications let you know when certain actions happen in Shopmonkey. So if you want to be notified when a customer messages your shop, when an inspection is completed, or when an appointment is confirmed, your notifications will be the ones to tell you. Check out the linked article above for more information on the Notification settings.
Rates & Commission let you set Labor Rates, Flat Rate, and Commission rates, so your shop has all of the information it needs to report costs, profitability, and your employee’s commissions. Check out the linked article above for more information on the Notification settings.
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