Representative versus Admin Privileges:
When onboarding a new team member to the installer portal, they can be added as a representative or as an admin. Admins have the following abilities:
- They can see all projects in their organization, regardless of assignee.
- They can assign other team members to projects.
- They can receive notifications for all projects in their organization, if they choose to.
- They can filter projects based on assignee and status.
Representatives will only be able to view and interact with projects that they are assigned to.
How to Change a Team Member's Permission Levels or Deactivate Them:
If you are the company's primary admin, you can change a team member's access level by clicking on it and selecting a new one from the dropdown. To deactivate a team member entirely, click the switch under "Active" to remove their access to your company's installer portal.