Member Setup

The first thing you'll want to do when setting up your organization is adding employees. You account comes with the first 3 members for free.

When you first create your organization, the default user is granted the role of Owner and Admin.

In order for new members to do anything useful within the app, they must be assigned a role.

Role Types

The roles listed below are ordered by increasing privileges.

Member

A member gets read-only access to the application. They can view clients and the jobs that each client has.

Employee

An employee gets the ability to work jobs through phone calls and the mobile app.

If you want to assign an employee to a job, they must first be granted this role.

Supervisor

A supervisor is granted the ability to edit jobs and submit daily supervisor recaps. They can view work logs of all employees and supervisors.

Admin

An admin is granted access to manage members within the app.

Owner

An owner is given access to manage billing

Permission	Employee	Supervisor	Admin	Owner
View Clients	X	X	X	X
Manage Clients		X	X	X
View Members	X	X	X	X
Manage Members			X	X
Create Supervisor Recap		X
View Submitted Recap			X	X
Request Supplies	X	X		X
View Consumable Requests		X	X	X
View Payroll			X	X
Manage Holiday Calendar			X	X
Record Time By Phone Call	X
View Realtime Operations		X	X	X