Staff and security
Can my staff produce work orders instead of invoices through the checkout wizard?
Find out whether your staff produce work orders instead of invoices through the checkout wizard in ServiceM8.
Yes, this lesson will show you how which setting in security roles affects what is produced through the checkout wizard.
In the Dashboard, click Settings
Click Security Roles
Click Add Security Role
Note: If you already have created a custom security role then you should click Edit button next to it.
Enter the name for the a new Security Role and click Save Changes
Click Edit
Click Jobs tab
Scroll down until you find the option for check out process.
Select Work Order from the drop-down list, click Save Changes
When you are finished go to Staff page and select a member to apply or use this security role.