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Roles and Permissions in enerflo
Roles and Permissions in enerflo

What are the Roles and Permissions in enerflo

Emilie avatar
Written by Emilie
Updated over a week ago

The following are some common Q & A about the Roles and Permissions Settings in enerflo.

Q: What can the role and permissions of a Sales Representative do in enerflo?

A: A Sales Rep is able to access personal leads, deals, scheduling, agreements signed, and installs for signed deals. A Sales Rep must be assigned to an Office.

Q: What can the role and permissions of a Sales Manager do in enerflo?

A: A Sales Manager is able to access their managed Sales Reps information, all leads of managed Sales Reps, and all deals of managed Sales Reps. A Sales Manager must be assigned to an Office.

Q: What can the role and permissions of a Setter do in enerflo?

A: A Setter has access to their personal lead list and can set appointments for Sales Reps. A Setter must be assigned to an Office.

Q: What can the role and permissions of a Scheduler do in enerflo?

A: A Scheduler has access to the entire lead list and schedule of the company. The Scheduler is another Admin role and has the ability to edit or override scheduled appointments.

Q: What can the role and permissions of an Office Admin do in enerflo?

A: An Office Admin has access to sales and install processes for a specific Office including scheduling, leads, deals, and installs and access to office settings and calendaring. An Office Admin must be assigned to an Office.

Q: What can the role and permissions of a Company Admin do in enerflo?

A: A Company Admin has access to sales and install processes of the entire company including leads, deals, tasks, scheduling, installs, sales orders, install tracker, agreements, sales teams (dealers) and access to all company settings including company user creation/modification, sales office creation/modifications, products (adders), and assorted company settings.

Q: What can the role and permissions of a Site Surveyor do in enerflo?

A: A Site Surveyor has access to assigned site surveys and can perform a site survey

Q: What can the role and permissions of a Solar Designs do in enerflo?

A: Solar Designs allows access to the Solar Design queue with the ability to upload design data to enerflo.

Q: What can the role and permissions of a Solar Installer do in enerflo?

A: A Solar Installer has access to assigned installs and can perform install surveys.

Q: What can the role and permissions of a Super Company Admin do in enerflo?

A: A Super Company Admin has the ability to log in as any of its users. By doing so they can add/remove any roles from users and also have the ability to modify product pricing. Additionally, this can assist in troubleshooting issues its users may be experiencing before escalating to enerflo support.

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