User Roles & Permissions

Currently offering two user roles, view the permissions of each role below.

1. Admin

• • When a new company is registered with the app, that user becomes the Admin and has access to all extra screens in the menu, including:
    • Company information
    • Adding/deleting Employees (i.e., other users) to the company
    • Master lists for Services and Materials, including editing and deleting
    • An extra option to "Apply to Accept Cards," which is an application request for merchant services (i.e., using ClearGate's secure gateway to process card payments)
      
      
      
      
  • Admins also have a unique dashboard view on the Home screen, which includes a summary of the number and total amounts of all invoices, in categories of "paid" and "unpaid."
    
    
    
    
    

2. Employee

• • All users are invited as Employees by default, unless the original Admin grants Admin access to a specific employee.
  • Employees:
    • Do NOT have access to: The running total that the company has made in paid/unpaid invoices (located on the HOME screen)
    • Cannot change Company Information
    • Cannot add other Employees/users
    • Cannot delete Services or Materials from the Master List (they are only able to add them)
    • Cannot request a merchant services application