When you create users, client users, and employees in the Back Office application, you must assign them to a particular role or roles. This article will help you decide which role suits best to each of your users, client users, and employees.
User roles define users’ access to the Back Office application data.
- Administrators have access to all settings (clients, employees, teams, areas, services, devices, types, etc.), all operational (service requests, inspections, work orders, and invoices) and reporting data (reports and time sheets).
- Accountants have access to all operational and reporting data, but only to some settings.
- Technicians have access to repair orders and reporting data of the team they are assigned to (the Technician role is available, if your Back Office application is subscribed to the TechnicianUsers feature).
- Work Managers have access to some operational and reporting data.
- Work Managers (Read Only) have only “view” access to some operational and reporting data.
- Team Work Managers have access to operational and reporting data of their teams only.
- Area Work Managers have access to operational and reporting data of their areas only.
- Team Administrators have access to settings, operational and reporting data limited by their team scope.
- Area Administrators have access to settings, operational and reporting data limited by their area scope.
Note Users with Technician, Team Work Manager, Area Work Manager, Team Administrator, and Area Administrator role cannot be additionally assigned to any other roles.
Client User Roles
Client user roles define client users’ access to client’s data in the Back Office application.
- Clients have access to all available client’s data. It is an administrative role that has more permissions than any other client user’s role.
- Client Accountants have access to the most of the client’s data.
- Client Monitor Managers have access to the Monitor and its dashboards, some operational and reporting data.
- Client Inspectors can approve or decline client’s inspections.
- Sales Persons can track their commissions.
- Sales Person Monitor Managers have access to the Monitor and its dashboards for tracking orders in which they are involved.
Note Features available for client users depend on your Back Office application subscriptions.
Employee roles define employees’ access to the mobile application data and features on their device.
- Employees have access to most of the mobile application data and features, but they cannot approve inspections and work orders, as well as they cannot see time sheets of other team members.
- Inspectors have the same level of access as employees, but they can approve inspections and work orders.
- Managers have full access to all mobile application data and features.