A job title defines the user's level of access. If a user is not assigned a job title, the system defaults their access to Basic User permission.
|Full administrative permissions. Can manage contacts, edit content, view all reports, and perform voids/refunds.
|Partial administrative permissions. Can manage contacts, edit content, and view all reports.
|Can view all information but cannot edit payment items.
|Can only view and retrieve reports.
Custom job titles can be created by going to Settings > Job Titles > NEW JOB TITLE. Control any assigned user's access to reports, Order Entry, payment history, refunds, contact management, Portal user management, item inventory, and enable/disable administrator rights.