Installation Company ERP / CRM


NEW Role to turn Enquiries area on/off for your employees.

We have added a new role in BP ‘Sales Admin’. For continuity this has been automatically added for all users so that they can still access the Enquiries area. If you would like to turn off the Enquiries tab for any of your users, you can simply remove ‘Sales Admin’ from their account through the Admin > Manage Users menu.

Sales Admin Role

If you would like to turn this feature off please visit your Admin menu and click Manage Users.

Find the user you wish to exclude from viewing this page, click the edit icon beside their details, and click the ‘x’ after Sales Admin. By clicking Save, the Enquiries menu will be hidden from their menu.

Would you like to review all roles and permissions? We included a help sheet on the Manage Users page to help you see which licence and roles are required for each feature of the Business Pilot system.

Understand Roles and Permissions and what they allow in detail…

As you can see in the example below, all full users can access and view the Purchase Orders, although to add these to the system, the user requires either ‘Purchasing’ or ‘Purchase Order Admin’ or, of course ‘Super Admin’, which allows complete access and authority of the system.

Business Pilot has a continual development cycle, and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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