Enterprise modelΒΆ

The Enterprise Model feature allows businesses to reflect a corporate structure which consists of a parent organization and its constituent branches. An Organization represents the corporate level of the business; Branches generally represent the regional divisions in which the technicians are based, but can also represent different lines of business within the organization.

All users must be based in a branch - called the Base Branch. Users can be permitted to view or edit data from other branches based on their Branch Access settings. Branch Access can be either Full Access or View-Only. Full Access means that a user has the same permissions as they have in their Base Branch. These permissions also apply to authorization tokens making requests via the FieldAware API.

Job and Quote entities are also segregated into branches, reflecting the branch which is responsible for executing the work.

For more details, follow the links below.