User Role Descriptions (Legacy) | Enerflo Knowledgebase

	Legacy Platform Role Descriptions
Role	Description
ADMINS
Super Admin	Who: EPC and Sales Org. users can be assigned this role. Abilities: - The only user with cloak in ability (Legacy platform only). - It provides full access to all of the Enerflo account settings. - The only user that can change company settings, reconfigure milestones, or edit product pricing. - This user has access to add/remove settings that other roles do not have access to including the Sales Company settings. Use Case: Super Admin can delete appointment types because they have access to the "Sales Company Settings" page. No other users have access to this page.
Company Admin	Who: - This can be a sales org or an EPC user. - There are many types of users in an org that could work as a company admin, such as from the permit, technical project management, and accounting departments. Abilities: - This user has access to viewing and editing all data within Enerflo. - They can also configure EPC settings if they're in an EPC. - They can add/remove any role (except for the super admin role). Use Case: Company Admin may add/remove/disable/enable markets in the EPC settings page.
Office Admin	Who: This user has a similar role as the company admin but only in the designated office. Abilities: - They have the ability to view office leads, deals, tasks, scheduling, loan application, installs and manage users and basic office settings. - They can add/remove roles for sales reps and setters. Use Case: Can edit office specific settings like the office logo, address, phone number and link a Google calendar specific to their office.
Regional Manager	Who: This user is the sales manager's boss. Abilities: They have access to multiple offices within a region, can see all the leads (and reassign a lead), deals, scheduling, installs and users within that region. Use Case: This role mostly consists of viewing leads, deals and installs as well as lead routing.
Deal Approval	Who: This is an added role to the EPC to allow specific users to approve/deny contracts. Abilities: They have access to contracts to approve/deny. Use Case: Allow specific user access to deal approval without giving that user company or office admin privileges.

SALES
Sales Rep Manager	Who: This user works for a sales org and is in charge of sales reps. Abilities: They can see any sales reps assigned to them within their office, all the leads, deals, installs and install markets. Use Case: Sales managers are also a view specific role allowing them to see what leads, deals and installs their assigned reps are working on.
Sales Rep	Who: This user works for a sales org and closes deals. They might also get the lead directly themselves. Abilities: They have access to view their dashboard, leads, deals, installs, only their loan applications, design requests, agreements and installer markets. Use Case: This role is the primary user of Enerflo. They are allowed to create leads and deals and sign contracts.
Setter	Who: This user works for a sales org and they set appointments. They work with a lot of cold leads. They try to get leads for sales rep and set up the appointment for the sales rep to close. Abilities: They can see if their appointments convert into installs. Use Case: This role can create leads and appointments, and may be assigned to a specific sales rep. A setter will create a lead after visiting a homeowner as well as set the appointment so the sales rep may return and close the deal.
Call Center	Who: This user is part of a sales org. They do cold lead calls and they set up appointments for a setter or a closer (sales rep) for either deals or installs. Abilities: They have access to the company leads, deals, the schedule, installs, and the install tracker. Use Case: Similar to the "Setter" role but works in an office.
Call Center Manager	Who: This user is part of a sales org. They manage the "Call Center" users. Abilities: They have access to the company leads, deals, the schedule, installs, and the install tracker. Use Case: Same as "Call Center" role with differentiating name.
Scheduler	Who: This user sets appointments for sales reps. Abilities: - They have access to the entire lead list and schedule of the company. - They can create new leads and edit existing ones. Use Case: Sets appointments with homeowners throughout the country.

Install
Operations	Who: This user is part of the Installer/EPC and can view all solar installs & projects. Abilities: They can view all ongoing installs & projects (post agreement signing). Use Case: Management of all company projects.
Site Surveyor	Who: This user takes roof measurements and pictures of the house and the electrical. Abilities: They can see their survey schedule and site surveys. Use Case: Completes Enerflo created Site Surveys to pass onto their company's Ops team.
Sub Contractor	Who: - This is a flexible role, so the user can be an electrician for electrical review, inspectors for roof inspection, plumbers, carpenters, etc. - This role is most similar to the Site Surveyor. Abilities: - They have similar rights to the site surveyor in that they only have access to surveys or rather "jobs" that they are assigned to. - They have access to a new deal type (subcontractor) that was created to display specific data for sub contractors. Use Case: User may view a deal and specific roof parameters to determine a re-roofing quote.
Project Manager	Who: - This user tracks the deal from signed agreement to PTO (permission to operate). - They make sure that the permits and other processes get done in timely manner for the install. Abilities: - They can view the install tracker and tasks. - They can track the assigned deals and installs. - They can update fields, change milestones, make notes and upload documents. Use Case: Manage projects and communicates with sales rep about issues related to the agreement/install. This role typically handles everything post-agreement signing.
Solar Designs	Who: This user creates the image of the solar panels on the roof. They will let you know how many modules can fit on the house. Abilities: - They can see the design que. - They can assign design and upload/replace design data Use Case: Assigned a deal which they then design for.
Solar Installer	Who: This is an EPC user who doesn't utilize Enerflo other than to track where the installs are. Abilities: - They can view the install tracker for assigned installs and the install form summary. - They can schedule solar install. Use Case: In Enerflo a solar installer may complete an "Install Survey".