User Roles & Permissions

Two user roles exist: Admin and Employee.

Currently, there are 2 user roles. Here is a short description of the permissions of each role.

1. Admin

• • When a new company is registered with the app, that user becomes the Admin and has access to all extra tabs in the MORE 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 "Get Paid Faster," which is an application request for merchant services
      
      
  • 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 the last 30 days (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