Adding your Team Members to shopVOX
There are two types of users in shopVOX Pro.
Full users have access to all of shopVOX Pro
There are typically owners, administrative staff, sales reps, managers.
You should create a Full user if that employee needs to do any of the following:
- Create a customer
- Create quotes and orders
- Create and send invoices
- Track sales leads
Your Pro subscription includes 1 Full User in the $99 base price.
Each additional Full user is $20 ea per month.
Scheduling users are just names on a roster. I can assign them to workflow steps and account for them on my schedule.
Schedule users will not have a login to shopVOX – to access any data, they would have to be logged in under a different user account.
Schedule users are free – $0 per month.
Control what employees can see and do
User roles are how you set permissions inside your shopVOX account.
You probably want to set what features different team members have access to.
You’ll want to add at at least one role for each User you add to your account.
There are a few default roles:
- Sales – for all sales reps
- Designer – for your design staff
- Production – for your production staff that don’t need to access anything but Jobs
- Super User – complete access – for owners and managers who need to see and change everything
How to configure the user roles
What do the settings mean?
Full/View/None – these are generally used for data adding/modifying/delete access.
Full – Ability to Add/Modify/Delete
View – Ability to Read Only
None – No access at all – does not even display to the user
Show/Hide options are mainly for UI elements if they can be displayed or not.
Show – Visible to the user
Hide – Hidden from the user
How to add a role for a team member
Keep everyone on the same page
shopVOX will keep you well-informed about what’s happening in the shop. Setting up your notifications are key to this.
Notifications are sent when specific events happen inside shopVOX.
You want to be emailed when someone creates a new order. Or you want to alert your production manager when a new job is pushed to production.
Currently, there are two ways to send notifications.
These are sent directly to a user’s inbox. Recommended for the most important events.
These are sent inside your shopVOX app. They show up in the Alerts menu on the right hand side of your screen.
Which should I use?
First, you should look through the list of events on the notifications page. Think of your team and where they fall inside your company.
Start with the mission critical events – who should know immediately when these happen?
- New Order Created?
- New Job Created?
How to configure your notifications
This short video explains the process.
Step 1. Go to Account Settings > Notifications and click Edit at the bottom of the page
Step 2. Pick an event. Would you like to receive notifications for that event?
No? Uncheck the box in the Notify column.
All notifications on dependent on the Notify column – if this is not checked shopVOX will not send any notifications for that event.
Yes? Make sure to check the box in the Notify column.
Step 3. Choose how you’d like to send the notification – email or push alert (or both)
Check the box for either Email or Push notifications or both.
Step 4. Choose who you’d like to receive the notifications
Want to send to a specific person? Select that person from the Staff column. The person would need to be added to your account.
Sending an alert to the sales rep for a job? Check the box for the SR column.
Want to send a message to all Production people? Choose the Production role from the Roles dropdown.