In the software we have four roles which can be assigned to employees,
each of which will grant the employee access to different areas of the
software.
Engineer
An engineer is able to be assigned to
survey events that are being scheduled on the calendar. They have access
to view their scheduled events, and can view and add content to their
event, such as notes, forms, and files.
Manager
Users
with the manager role have access to manager can manage jobs,
properties, customers, invoices, and quotes. They are able to view,
create and edit any of the above features. This role is intended for
employees who are scheduling jobs for surveyors / engineers. They are
able to view the locations of surveyors engineers on a map (if you have
purchased tracking devices).
Admin
Admins have full
access to the system. This means they are able to change any account
settings (company details, integrations, ect), change the plan that you
are on, add / disable users. This is the same level of access that the
account creator has.
