Account Setup
What are all the new permission settings based on User’s roles?
Navigation: Settings --> Custom Roles The various permissions are set across the modules. Based on the settings enabled by the admin, the field executives or supervisors can View and edit the controls. These are the modules we have enabled the ...
How to manage Roles and Permissions in Zuper?
Users Role can be added, updated, and customized using the "Custom Roles" settings. Navigation: Settings --> General Settings --> Custom Roles Custom Roles 1. Select the “Settings” icon from the left navigation menu. Under the “General Settings,” ...
How to update Profile / account settings in Zuper?
The "Account Settings" allows editing or updating personal profiles. Please follow the below instructions to make changes. Log in to Zuper with an admin account. Scroll down the menu bar on the left and select the "Settings" icon. Under the "General ...
How to create custom roles & assign to a user?
The custom roles are created to define user-defined functions. The user can set various permissions for accessing multiple modules. 1. Select the “Settings” module from the left panel and click the "Custome Roles" section. 2. Click the “+ New Custom ...
Zuper Product Glossary
This glossary describes key concepts, terminology, and modules in your Zuper app. It's a good place to get started learning how to set up your Zuper app to meet your unique business needs. @ - Dashboard - Jobs - Customers - Users & Teams - Quotes - ...