Can my staff produce work orders instead of invoices through the checkout wizard?

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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

In the Dashboard, click Settings

Click Security Roles

Click Security Roles

Click Add Security Role

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

Enter the name for the a new Security Role and click Save Changes

Click Edit

Click Edit

Click Jobs tab

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

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.

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