User Settings
How to implement granular access to other users' Leads/Quotes/Orders
In BATS you can implement a very granular security for access to Opportunities (Leads/Quotes/Orders) that are assigned to other users. BATS has the following Security Roles which control access to records that are assigned to other users: The First ...
Add Default Message to Carriers For Posting Orders For Each User
You can configure a default message to carriers for each user in your organization. This message will then be automatically inserted into the "Message to Carriers" field when the user posts the Order to Central Dispatch. The message can be edited ...
Configure User Level Pricing for Aqua
Administrators can configure Broker Fee settings that will be used in automated pricing by the AQua pricing engine on individual user level. This setting will override the company level setting that is configured for AQua in System Settings. If the ...
Deleting and Disabling Users in BATS
In the BATS system, there is no way to delete a user account. This was designed to keep all data tied to that user intact. If a user was accidentally, or even intentionally deleted, all records tied to that user would be deleted as well. If you need ...
Security Roles in BATS - Explained
BATS has a very granular security for user permissions. Here we will explain what each security setting means. To access security assignments for a user navigate to BATS > Setup > User Settings > Open User page > Click Edit You will see a section ...
Control users' ability to change the assigned user or team on Quotes and Orders
Release date 9/10/19 We have created a new security Role in BATS that gives the business owner the ability to control which users have the permission to change the assigned user or team on Leads, Quote and Orders. This new Role is named "Can Edit ...