In the ACCOUNT section of BoatWizard (top right corner of this screen), we have today posted the following updates:
- visually grouped roles into clearer sections
- enforced the selection of only one role in each section (Inventory access, CRM access, and Account Settings)
- separated the Call Reporting Role (individual level vs office level)
- created a new “Edit Own, View All” options, which allows a user to Edit their Own Inventory, and View All of the Brokerage Inventory.
Where we have users with conflicting roles selected, or multiple checkboxes checked, we have defaulted to the highest permissions in order that users will not lose any functionality.
Posted by Alastair Walton
19th June 2019