Published at: 2026-09-17
Configure internal employee work order intake
Configure an intake entry for sales representatives, employees, and dispatchers who create work orders for accounts in the ShareCRM Web client or App.
Overview
Internal employee intake depends on three settings: Work Order object permissions, Work Order record types, and application menus. These settings determine whether an employee can access Work Orders, use a specific record type, and find the entry in the Web client or App.
Before you begin
- Use a ShareService administrator account or an account that can configure Work Order objects, record types, and application menus.
- Confirm that the required Work Order record types, fields, and create-page layouts are configured.
- Prepare a test account with the same roles and permissions as the target employees.
Configure internal employee intake
- Grant the target employees or roles the required permissions for the Work Order object, including create and list-view permissions.
- Assign the Work Order record types that the target roles can use.
- Add the Work Order entry to the Web and App menus in the CRM or ShareService application.
- Sign in with the test account on both the Web client and App. Check the entry, available record types, and create-page layout.
Expected results and verification
- The target employee can open Work Orders from each configured Web or App menu.
- The create page shows only the record types and fields available to the employee’s role.
- Submit a test work order and verify its account, contact, source, and record type.
Notes
- If object permissions, record-type access, or the application menu is missing, an employee might not see the entry or be able to create a work order.
- Do not use internal employee permissions in place of end-user accounts and external-role permissions.
- Verify the Web and App menus separately. Availability in one client does not confirm availability in the other.