Currently offering two user roles, view the permissions of each role below.
1. Admin
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- 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."
- 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:
2. Employee
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- 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

