SmartLink has the ability to manage individual user roles in your SmartLink account.
Let's set some definitions and examples of different job descriptions in your organization.
- Admin - the top level user. This can be an owner or a high level administrator in your company
- Manager - an account or branch manager
- Inspector - an employee typically assigned to perform site/controller inspections
- Tech - an irrigation tech installing SmartLine controllers and performing repairs in the field
Here are some examples of account permissions given to different account users:
Users Admin Invite/remove users and set others user permissions
- Manager
- Admin
- Tech
Branch Admin Create, edit, and delete site branches
- Manager
- Admin
Account Admin Configure account settings and proposal details (Set logo, user stamps, etc)
- Manager
- Admin
Price List Admin Create, edit, and destroy price lists and edit prices
- Admin
Job Catalog Admin Create, edit, and destroy job catalog items and tags
- Admin
- Inspector
Proposal Admin Create, view, edit, delete, archive, flag as done & view history
- Manager
- Admin
- Inspector
Proposal Auth Send proposals and get on-site authorization
- Manager
- Admin
- Inspector
Billing Admin Ability to manage payment methods, modify subscriptions, and purchase service
- Manager
- Admin
- Inspector
- Tech
Can Add To Subscription Ability to add controllers to an existing house subscription
- Manager
- Admin
- Inspector
- Tech
Goals Admin Set and edit goals
- Manager
- Admin
- Inspector