Managing User Roles

Modified on Thu, 25 Jan 2024 at 02:36 PM

Once a web portal user has been created, roles will need to be assigned to the user so they can access the system.

Roles can give users specific permissions, such as the ability to view Invoices & Quotes, meaning we can tailor accounts to specific needs – e.g. a finance team may only need access to the invoicing features and no access to other parts of the system e.g. Visits.

Please note: not all roles may be visible, this will depend on your account level.

To edit a user role log into the main website app

Use the left-hand side menu and select Settings

Under settings select USER MANAGER

Under USER MANAGER select USER ROLES

Here you can select one or multiple users, by clicking them in the left-hand column, If you select a user you can re-click them.

The middle column shows the roles the user can be assigned.

The right column shows the roles the user already has assigned.

At the top of each column is a search bar, you can find the required roles.

To add the role drag and drop from the middle column to the right.

To remove a role, drag and drop from the right column to the middle.

For selecting multiple roles at the same time you can hold down the control (CTRL) key or the shift key and click on multiple roles.

You can find a quick overlay of some of the roles below.

Role	Description
Add Edit Appliance	Allows the user to edit appliances
Add Multiple Items	Allows the user to add multiple items to invoices, quotes and POs at one time
Basic Finance	Enables basic finance functions, such as the ability to create invoices, quotes and purchase orders
Basic Reporting	Enables basic reporting functions, such as the ability to run visit, servicing and missed visit reports
Bulk Communication	Enables the ability to use the system to send bulk email, letter and email communications to landlords, tenants and private owners.

Role	Description
Bulk Job Management	Allows users to bulk create and edit visits/jobs
Client Access	Gives access to clients to view their own data in a read-only format
Client Access Configuration	Allows a user to assign access to clients
Company Configuration	Allows the user to edit the Propeller co-configuration of the company’s details and defaults
Compliance	Allows users to access the compliance dashboards
Customise Visit Priorities	Allows the user to add or edit properties for jobs/visits
Download Invoices and Quotes	Allows a user to download quotes and invoices
Download Jobs and Visits	Allow the user to download Job and Visit reports
Download Properties	Allow the user to download Properties from the system
Download Purchase Orders	Allows users to download purchase orders
Download Reports	Allows a user to download data from reports
Edit Auto On Way Template	Allow the user to edit the automatic on-way email/SMS templates
Edit Job Names	Allow the user to edit/add pre-set Job names
Electrical Supervisor	Allows a user to edit and sign off electrical certification
Finance Management	Allows users to configure company finance settings, manage timesheets and payroll reports
Internal Communication	Allow the user to send system messages to Web and Engineer users
Job Management	Allows users to manage and create jobs/visits as well as use the wall planner
KPI Reporting	Allows a user to run KPI reports on problematic properties/appliances
Modify Text Message Settings	Allow the user to modify the company text message settings
Parts Management	Allows the user to add, edit and remove parts from the database
Priorities	Allows the user to view Priorities for use with Visits and Jobs

Role	Description
Property Management	Allows the user to add and amend property details
Task Management	Allows users to view and create tasks for themselves and colleagues
View Job Names	Read-only access for the user to select from pre-set Job names when creating jobs
View Purchase Orders	Allows a user to view purchase orders
Visit Cost Report	Allows a user to run cost reports