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Roles and Permissions

App roles​

The Installer app supports two access levels: General users and Admins.

General users​

General users can access Jobs that they're assigned to. Within a Job space, they can access the:

  • Overview tab to see information about the Job.
  • Job pack tab to see documents required to complete the Job.
  • Tasks tab to submit Tasks.

Admins​

Admins can access all Jobs that are assigned to their company. They can:

  • Access the Jobs dashboard to accept assigned Jobs.
  • With a Job space they can:
    • Access the Customer tab to communicate with the Customer.
    • Schedule and reschedule the Job.
    • Re-assign team members, including the team lead role.
    • Submit Job Tasks.
    • View Job Site log.

Job-specific roles​

When accepting a Job, an Admin will assign a Job-specific role to each person involved. They are:

  • Team lead
  • Team member

Team lead​

Every Job must have an assigned Team lead. This person can be a General user of the app or an Admin.

If they're a General user, they'll receive these additional permissions to manage the Job:

  • Access the Customer tab to communicate with the Customer.
  • Schedule and reschedule the Job
  • Re-assign team members, excluding the team lead role
  • Submit Job Tasks
  • View Job Site log

Team member​

When accepting a Job, assigning Team members is optional.

Team members don't receive any additional permissions when assigned to a Job.