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. Admins are the only level able to approve and update backend user roles, and are the only ones with access to the Settings area. Ultimately, they have full control of the backend.
User: Have all the privileges of Admin users, but cannot edit account settings, export information, delete reports, delete proposals, or delete 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.