User role descriptions
User Role | Create and Manage user accounts | Manage inventory inc pricing | Quoting Workflow | Installation Workflow |
|---|---|---|---|---|
Business Admin |
|
| ||
Manager | X |
|
| |
Designer | X |
|
| |
Sales Manager | X | Can view and edit quote line item prices, but not wholesale prices. |
| X |
Sales person | X | X |
| X |
Installer | X | X | X |
|
Installer - install manager access | X | X | X |
|
Installer - contractor access | X | X | Can edit Assigned jobs - modify panel layout, site map and equipment used |
|
Assessor | X |
| X |
Business Admin
Business Administrator. Full unrestricted access. The business owner has this user role.
Manager
The Manager role has full access, apart from the ability to create and manage user accounts.
Designer
The Designer role has access to manage the inventory and all actions within the quoting and installation process. The Designer can only see quotes if they are assigned a job role for that quote.
SalesManager
The Sales Manager has access to all actions within the quoting workflow. The Sales Manager does not have access to the inventory and cannot see any wholesale price information in quotes. They can see and edit quote line item prices. They can also see the quotes created by Salespeople who are assigned to report to them.
Salesperson
The Salesperson has access to all actions within the quoting workflow but cannot see quote line item prices and therefore cannot change line pricing. The Salesperson does not have access to the inventory or the Install workflow.
Assessor
The Assessor role cannot create but can edit quotes and can edit inventory. The assessor does not have access to the Install workflow.
Installer
Installers have limited access so that they can complete post-sales activities without having any visibility of quote pricing details. They have the ability to add and edit:
custom connection diagrams
risk assessment / JSA
install images
serial numbers
commissioning report
sign off for their declaration of compliance with standards
generate Handover Documentation.
We recommend providing Installers with a tablet for capture of images and completion of commissioning on site.
Regardless of subscription plan, you can add an unlimited number of installer users. There are varying options for installer access levels.
Basic Installer access
The installer will log in and only see a listing of jobs assigned to them.
They will have access to the Install tasks listed above.
Installer role with Install Manager access
This is an extension to allow the Installer to also access the Install Manager Dashboard.
This allows the installer to mark install tasks as In Progress or Completed and, with Google calendar, manage scheduling of any install tasks.
For more information on the Install Manager, see /wiki/spaces/SPHC/pages/1350140241
Installer role with extended Contractor access
When the ‘Contractor’ access is enabled, the installer views the job with a different workflow.
This enables them to see the Site Survey page in which they can edit the map to add icons, complete cable routing and generate the Site Map image and the Site Map printout for mounting on the switchboard.
This workflow also enables the installer to go to the Design page where they can change the panel layout - this is recommended for rearranging panels while retaining an existing system design and size that was originally quoted. (See Job acceptance for further options).
To enable the Contractor access extension, a Business Admin user will edit the user’s profile page (via admin menu 'Manage Users') and change the option ‘Enable Contractor Design Access’ to ‘Yes’.
Note: the Design access in this workflow means that the installer user could change component, design attributes, and therefore affect the pricing set for the quote. When an invoice (or job order) has been created (either automatically upon quote acceptance or manually created), the invoice will not be affected by any change made to the design at this point.
Additional options
Enable users to see All Contacts and pick up jobs
You can allow selected installers, salespeople etc to see the list of all Contacts, and if they need to work on a quote that is assigned to someone else, they can self-assign themselves to the quote. This will notify the existing customer rep with a message to let them know that someone else has picked up the quote/install.
The dashboard view will only show quotes assigned to them. in order to see other quotes,
Go to the Contacts list
Select a contact
Select a Customer Rep from the drop-down box
Click Assign.
To enable this feature, a Business Admin will need to edit the User’s Profile, and check the option “Allow user to self-assign job role for any quote.
Team Leader
Once a user has been added to a Team, you can assign them as Team Leader. This gives them the same level of access as a Designer.
Go to Admin > Users > Manage Teams
Select the team
Click the edit icon next to the user in question.
This opens their User Profile. Go to the Team section, and change the User’s role to Team Leader.
Team Manager
All of the Team Leaders report to a Team Manager. This gives them the same level of access as a Designer.
Go to Admin > Manage Users
Select the user you’d like to assign, and click the edit icon next to their name
This opens their User Profile. Go to the Team section, and change the User’s role to Team Manager.
Open the User Profile for each Team Leader under them, and in the Team section, select the Team Manager’s name in the ‘User Reports to’ field.