When you and your team begin signing up for backend access, you have the following user type options:
Admin: Can add buildings and contacts, set up inspection schedules, generate and delete reports, manage technicians, and much more. Admins are able to approve and update backend user roles, adjust questions, and have access to the Settings area. Ultimately, they have full control of the backend.
Super User: Can add buildings and contacts, set up inspection series, generate and delete reports, and manage technicians. Super Users are the only other level able to approve and update backend user roles, and they have the ability to export. Ultimately, Super Users have full access to the backend but do not have the ability to adjust questions or settings.
User: Can schedule inspections, create buildings and contacts, create proposals and invoices. Users cannot adjust account settings, create inspections, edit buildings, export information, or delete reports, proposals, invoices.
Report Only: Can only view already generated reports. Cannot generate reports.
Dispatcher: Can only schedule inspections. They are unable to add or edit buildings or create inspection series. They can edit the systems/assets assigned to an inspection in order to dispatch an accurate inspection to the technician.
Sales: Can only see buildings, view deficiencies, and create proposals for buildings they are associated with. This role is set at the building level via the Sales Team tab. Their view is limited to the information needed to create a proposal or sales quote.
PLEASE NOTE: By default, users are approved as admins. If you'd like to set various user types, please let the Customer Success team know during the sign-up process.