Overview
This page is used to record sites associated with an End User. Instructions for adding a site for a customer can be found here.
Auto-Populating Sign Up Address
When new users use a link to the Sign Up Portal provided by an Agent, parts of the users address can be pre-filled using that agents default site. Read more about this feature here.
Integration with ConnectWise
The integration with ConnectWise requires Sites to be enabled(see Access Control below). Read more about ConnectWise integration here.
Access Control
Access to this page is enabled on request for retail service providers who require the use of sites. To request access to Sites for your customers please contact Emersion.
The following powers govern access to the Customer > Sites section. These powers are located under the Customer Management group of powers.
| Power | Access Level |
|---|---|
| Customer Sites - View | Users have read-only access to sites information |
| Customer Sites - Edit | Users can add and update sites information. |