When setting up storage facility internal Logins under Setup > Users & Roles, you can assign the Sales Associate Role to users. Sales Associates will have limited access to the software and will not be able able to see all the features available to Managers.
Sales Associates only have access to the following tabs and subtabs
Dashboard
Tasks
Make a Payment
Units
Sitemap
Gridview
Customers
All Customers
Quotes
Reservations
Waiting List
New Customer
Accounting/Financials
Collections
Failed and Declined Payments
Daily Close Batches
Customers
Move In / Move Out
Scheduled Move Outs
Waiting List
Lock Outs
Credit Card Expiration Dates
Active Promotions
Facility
Unit Notes
Vacant Units
Email Txt & Print
Print Batches
Send Email
Mailing Labels
Text Message
Website
Blog
Image Library
Settings
View Site
Automatic Permissions
The following permissions will apply to all users with the Sales Associate role:
- Renting or Reserving a Unit
- Print out a tenant's billing history(Sales Associates cannot edit the billing history)
- Adding Notes to a Customer Profile
- Taking a Payment
- Setting up or Editing Recurring Billing Information
- Editing the Move in Date
- Removing a Lock Out
- Editing the Customer Profile
- Approving and Completing Reservations
- Changing or Adding Gate Access
- Upload tenant photos
- Perform Move-outs
- Edit Payment Methods
- Add Recurring Billing
- Support Tab
- Collections Report
- Move-in/Move-out Report
- Waiting List
- Lock Outs Report
- Declined Credit Cards
- Sending bulk emails/templates to customers
- Can select different manager only pricing plans
Optional permissions
| Sales Associates can be given a number of optional permissions. To edit these settings, click Users & Roles from the Setup menu. |
Click Sales Associate Settings.
Billing History Permissions
Select which Billing History actions Sales Associates can take:
- Allow Sales Associates to issue refunds
- Allow Sales Associates to void line items to grant void or refund permissions.
- Add credits
Reports Permissions
Select which reports Sales Associates should be able to view:
- Tenant Credit
- Reservations
- Next Bill Due
- Rental Transfers
- Undelivered Notifications
- Customer Notes
Customer Activity Permissions
Select which customer activities Sales Associates have access to.
Open/Close the gate: If Open/Close the gate is checked, Sales Associates will see the Gate Access Control module on the Gate Settings page. The Open/Close the gate checkbox will only be displayed if you have a gate integration set up at your facility.
Edit Notes: If Edit Notes is checked, Sales Associates will see the Edit | Delete options when viewing notes on the Tenant Page.
Save your selections
Click Save when you are done editing Sales Associate permissions. These permissions will apply to all users with the Sales Associate user role.
Restrictions
Sales Associates will not have access to the following:
- Editing/Deleting Customer Notes
- Editing/Voiding Billing History items unless they have been given access as shown above
- Adding a Credit Without Payment to an account.
- Editing the Payment Structure of a Customer (Applying Discounts, Changing Monthly Price, Next Invoice Date)
- Making Changes to the Website
- Viewing or Pulling Reports they haven't been given access to
- Viewing or Pulling the Cloud Access Control Gate Activity Log
- Changing any overall billing settings
- Can not make prepayments for multiple months
- Unit Types and Unit List View