Page Comparison

Table of Contents

User role descriptions

User Role	Create and Manage user accounts	Manage inventory inc pricing	Quoting Workflow	Installation Workflow
Business Admin			All quotes	All installs
Manager	X		All quotes	All installs
Designer	X		Assigned/created quotes	Assigned installs
Sales Manager	X	Can view and edit quote line item prices, but not wholesale prices.	Assigned/created quotes + the quotes of Sales People who report to them	X
Sales person	X	X	Assigned/created quotes	X
Installer	X	X	X	Assigned installs
Installer - install manager access	X	X	X	Assigned installs, plus Install Manager Page
Installer - contractor access	X	X	Can edit Assigned jobs - modify panel layout, site map and equipment used	Assigned installs
Assessor	X		Can edit quotes but not create them.	X

Business Administrator. Full unrestricted access. The business owner has this user role.

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