When you and your team begin signing up for backend access, you have the following user type options:
Admin: Have full access to the backend. They can add buildings and contacts, set up inspection schedules, remove and add questions, generate and delete reports, manage technicians, and much more. Ultimately, they full control of the backend.
User: Have all the privileges of Admin users, but cannot delete reports, proposals, or invoices.
Report Only: Can only schedule and view reports. Cannot add or delete anything.
Staff: Have all the same privileges of Admin users, but they cannot change or edit questions on any existing reports
Dispatcher: Can only schedule inspections. They are unable to add or edit buildings, create inspections, or edit the systems/assets assigned to an inspection.
Sales: Can only see buildings they are associated with. This role is set at the building level via the Sales Team tab. The cannot edit or add anything for buildings, inspections, status notifications, the calendar, users tabs or anything under the dropdown list next to the welcome and user name.
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.