Sherpa Security

Sherpa Security

 

 

 

 

Corporate Administrator:

Home Page Dashboards - Sees data for all users in the database

Accounts - Can view and edit all accounts in the database

Export to Excel - Has the ability to export all accounts to Excel in the database

Delete Accounts - Has the ability to delete any account

Order Processing - If OP module is enabled, has access to all orders, and can delete orders

Sales Stages - Has access to Sales Stages and to view and move opportunities through the stages for all users

Administration Menu - Has access to everything in the Administration Menu

System Lists - Has access to everything in System Lists

Reports - Has access to all reports

Executive:

Home Page Dashboards - Sees data for all users in the database

Accounts - Can view and edit all accounts in the database

Export to Excel - Has the ability to export all accounts to Excel in the database

Delete Accounts - Has the ability to delete accounts

Order Processing - If OP module is enabled, has access to all orders, and can delete orders

Sales Stages - Has access to Sales Stages and to view and move opportunities through the stages for all users 

Administration Menu - No access to Administration Menu

System Lists - No access to System Lists

Reports - Has access to all reports

Regional Administrator:

Home Page Dashboards - Sees data for all users in their assigned regions

Accounts - Can view and edit all accounts in the database for their assigned region, as well as any accounts specifically assigned to them outside their region

Export to Excel - Has the ability to export all accounts in their region, as well as any accounts specifically assigned to them outside their region, to Excel

Delete Accounts - Has the ability to delete accounts in their assigned region, as well as any accounts they have access to outside their region.

Order Processing - If OP module is enabled, has access to all orders for all users in their assigned region

Sales Stages - Has access to Sales Stages and to view and move opportunities through the stages for all users in their assigned region

Administration Menu - Has access to everything in the Administration Menu, but limited to users, accounts and equipment in their assigned region.  They also do not have access to their own user profile in Manage Users.

System Lists - Has access to everything in System Lists but is limited to lease rates in their assigned region

Reports - Has access to all reports, but results will be limited to information for their assigned region

Regional Manager:

Home Page Dashboards - Sees data for all users in their assigned region, and any manager or rep assigned to them

Accounts - Can view and edit all accounts in the database that their reps can see

Export to Excel -Can export Accounts to Excel from Account Search

Delete Accounts - Has the ability to delete accounts in their assigned region, for any manager or rep assigned to them, as well as any accounts they have access to outside their region.

Order Processing - If OP module is enabled, has access to all orders in their assigned region, for any manager or rep assigned to them

Sales Stages - Has access to Sales Stages and to view and move opportunities through the stages for all users in their assigned region, for any manager or rep assigned to them

Administration Menu - No access to Administration Menu 

System Lists - No access to System Lists

Reports - Has access to all reports, but results will be limited to information for their assigned region, for any manager or rep assigned to them

Manager:

Home Page Dashboards - Sees data for all reps assigned to them

Accounts - Can view and edit all accounts in the database that their reps can see

Export to Excel - Cannot export Accounts to Excel from Account Search

Delete Accounts - Has the ability to delete any accounts their reps can see

Order Processing - If OP module is enabled, has access to all orders any of their assigned reps submitted

Sales Stages - Has access to Sales Stages and to view and move opportunities through the stages for any reps assigned to them

Administration Menu - No access to Administration Menu 

System Lists - No access to System Lists

Reports - Has access to all reports, but results will be limited to information for their assigned reps

Sales Rep:

Home Page Dashboards – Sees data for only their assigned accounts, territory, and data entries.

Accounts - Can view and edit only accounts assigned to them

Export to Excel - Cannot export Accounts to Excel from Account Search

Delete Accounts - Cannot delete accounts

Order Processing - If OP module is enabled, has access to only their orders

Sales Stages - Has access to Sales Stages and to view and move only their opportunities through the stages

Administration Menu - No access to Administration Menu 

System Lists - No access to System Lists

Reports - Has access to Sales, Equipment and Activity reports, but results will be limited to their own forecasts, accounts and activities

Telemarketer:

Home Page Dashboards – Sees data for only their assigned accounts, territory, and data entries.

Accounts - Can view and edit only accounts assigned to them

Export to Excel - Cannot export Accounts to Excel from Account Search

Delete Accounts - Cannot delete accounts

Order Processing - No access to Order Processing

Sales Stages - No access to Sales Stages

Administration Menu - No access to Administration Menu 

System Lists - No access to System Lists

Reports - No access to Reports

Order Processing:

Home Page Dashboards – Sees data for only their assigned accounts, territory, and data entries.

Accounts - Can view and edit only accounts assigned to them

Export to Excel - Cannot export Accounts to Excel from Account Search

Delete Accounts - Cannot delete accounts

Order Processing - If OP module is enabled has access to all orders for accounts that are assigned to them, and can delete orders

Sales Stages - No access to Sales Stages

Administration Menu - No access to Administration Menu 

System Lists - No access to System Lists

Reports - No access to Reports