In GorillaDesk there are two user roles Admin & Technician. To change a user's role, you must be logged into the primary user account.
Each user then has their own permissions set within that role. The following images serve to show you the current permissions you can control for each user.
By default, the Tech role is limited to only accessing the customers and jobs assigned to them. This role also cannot permanently delete items from your system.
Tabs
Customers
Reports
Settings
Account
Addons
Permissions
Search Customer Profiles:
ON: When enabled, technicians can search for customer profiles using the search button in the mobile app.
OFF: When disabled, the search button is hidden. However, technicians can still access the customer profile by opening a job and tapping on the customer’s name.
Add Customers:
ON: User can add new customer
Edit Customers:
ON: User can edit customer details when logged in to mobile app
Add Jobs:
ON: User can add new jobs when logged in the calendar or within the customer account
Edit Existing Jobs:
ON: Technician can edit existing jobs that is assigned to them
Delete Jobs
Move All Recurring
ON: When a technician edit or move a job, the option to move all recurring job will be available
OFF: When a technician edit or move a job, the option to move all recurring job will NOT be available. They can only move a single job, whether it's the active job or one of the recurring jobs.
Stripe / Square Card:
OFF: The customer's Stripe / Square details will not show on customer profile when technician is logged in to the mobile app
Weather Card
OFF: Technicians cannot access or add weather data, as the Weather Card will not be visible in the job details.
Invoice Card
OFF: Invoices will be hidden from the job details and the customer profile.
Contact Information
OFF: The customer's contact information, including email address and phone number, will be hidden in both the job details and the customer profile.
WO Options
OFF: Work order options such as adding work order note, adding images, sending email / SMS, and viewing work order PDF will not be available.
Document Card
OFF: Technician will not be able to add, edit or delete document, as the Document card will not be available in the job details and customer profile.
SMS Filter by User
ON: The user will only receive SMS notifications from customers assigned to them, including those whose jobs have already been completed by the technician or have past schedules.
Edit or Delete Notes
ON: User can edit or delete any notes.
Edit or Delete Comments
ON: The user can edit or delete comments added by themselves or other users.
Edit or Delete Top Note
The user can edit or delete top note from customer profile or from the job details
Edit or Delete Tasks
ON: The user can edit or delete tasks that is assigned to them
Edit Check In / Out Time
ON: The user can edit the check in / check out time of the job assigned to them
Sales Commission
Manage Todo Templates
ON: User with access to Settings, will be able to add, edit or delete an todo templates
Manage Note Templates
ON: User with access to Settings, will be able to add, edit or delete note templates
Show Work Pool
ON: User will be able to view the work pool from the calendar
Edit or Delete Time Offs
ON: User will be able to modify or delete time off that is visible in the user's calendar
Edit or Delete Events
ON: User can modify and delete custom events that is visible in the user's calendar
INBOX: EMAIL INBOX
ON: Email Inbox can be accesses when logged in to desktop and mobile app.
OFF: The Email Inbox cannot be accessed in the mobile app. The INBOX is still available in the desktop however the Email tab will not be available.
Add Time Off
ON: User can add time off events in the calendar.
Add Custom Events
ON: User will be able to add custom event in the calendar both desktop and mobile app.
Dashboard
ON: The user will have access to view the dashboard in the desktop version.
Export Customer List
ON: Admin have the ability to export customer list in Customers' tab
Manage Branch: (Admin only)
User can access the
Notifications
This section gives the Admin control over which specific notifications users will receive.
E-Signed Document
E-Signed Estimate
E-Signed Invoice
Job Confirmations
Job Reschedules
Online Payment
Reviews
Subscription
Online Booking
Technician Permission
Admin Permission
Access
Export Customer List
Edit or Delete Notes
Edit or Delete Comments
Edit or Delete Top Notes
Edit or Delete Tasks
Edit Check In / Out Time
Sales Commission
Manage Todo Templates
Manage Note Templates
Show Work Pool
Search Customer Profiles
Add Customers
Edit Customers
Add Jobs
Edit Existing Jobs
Delete Jobs
Move All Recurring
Stripe
