Employees - roles & rights

In the office environment, several user roles are available. Each role has specific permissions and restrictions to ensure that employees only have access to the functions relevant to their responsibilities.

Admin

Description:
The Admin has the highest level of permissions in the system. This role is typically assigned to system administrators or company managers.

Permissions:

• Has full access to all parts of the system.

• Can modify everything under Setup System.

• Can add, edit, or remove employees.

• Can modify general company settings and information.

• Can view and edit all customers.

Restrictions:

• None, the Admin has full permissions.

(Super) User

Description:
The (Super) User has extensive permissions to manage customers and work orders but cannot modify general system settings.

Permissions:

• Can view and edit all customers.

• Can create new customers.

• Can create and manage work orders.

• Can view the Setup System (read-only).

Restrictions:

• Cannot modify general settings.

• Cannot view or edit other employees.

Reader

Description:
The Reader has read-only permissions. This role is intended for users who need to consult information without making changes.

Permissions:

• Can view everything in the system, except for general settings.

Restrictions:

• Cannot make any changes.

• Has no access to general settings.

Technician

Description:
The Technician mainly uses the mobile app to perform field activities. In the office environment, this role has limited capabilities.

Permissions:

• Can log in to the mobile app.

• Can log in to the office environment to change their password or set up 2FA (two-factor authentication).

• Can have specific settings assigned that determine their permissions within the app.

Restrictions:

• Cannot view or edit customers, work orders, or settings in the office environment (except for personal information).