Allocate access rights to each teams member
Grant access to retail locations only to field agents that work there. Prevent other team members from accessing valuable information about stores and avoid mix-ups.
Divide audit forms among field reps
Assign tasks and audit forms to field team members and prevent others from getting access to these tasks.
Grant task access to the appropriate reps
Allocate rights for the responsible field agents so only the assignee(s) will be able to view and complete tickets assigned to them.
VisitBasis takes care of setup for you
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