Please scroll horizontally to see the complete roles and permission list.
| Super Admin | Admin | Sales Manager | Sales Rep | Setter | Service Provider | Inspections |
Invite Sales Reps/Setters | Y | Y | Y | N | N | N | N |
Invite Dealers | Y | Y | N | N | N | N | N |
Add Equipments | Y | Y | N | N | N | N | N |
Financing Settings | Y | Y | N | N | N | N | N |
Checklists Settings | Y | Y | N | N | N | N | N |
Stage Alert Settings | Y | Y | N | N | N | N | N |
Access CAD | Y | Y | N | N | N | N | N |
View All Proposals | Y | Y | N | N | N | N | N |
View Manager Proposals | Y | Y | Y | N | N | N | N |
View Sales Rep Proposals | Y | Y | Y | Y | N | N | N |
View Setter Proposals | Y | Y | Y | Y | Y | N | N |
View All Projects | Y | Y | N | N | N | Y | Y |
View Manager Projects | Y | Y | Y | N | N | Y | Y |
View Sales Rep Projects | Y | Y | Y | Y | Y | Y | Y |
Move Project Stage | Y | Y | N | N | N | N | N |
Customer Portal Settings | Y | Y | N | N | N | N | N |
Upload Site Survey Images | Y | Y | Y | Y | Y | N | N |
Upload Plan Sets and Permits | Y | Y | N | N | N | Y | Y |
Upload Install Photos | Y | Y | N | N | N | Y | Y |
View Contract Folder | Y | Y | Y | Y | Y | N | N |
View Proposal | Y | Y | Y | Y | Y | N | N |
View Pricing | Y | Y | Y | Y | Y | N | N |