Employees can be granted one of three types of permissions:

Administrator - only granted to certain employees. By default, the first user in your SortScape site is granted administrator permissions.
Employee - every employee created is given "employee" permissions by default. Employees can access most areas of the site but
Contractor - contractors are limited access to just job runs screen. They are unable to access other parts of the application ... just the visits for the day.

Restricted functions

The list below shows the functions that each role is allowed to perform:

Contractor

Visits
- View visits in job runs they are assigned to (cannot see ‘est value’ or phone number)
- Mark visits complete
- Add time and materials to visit (cannot see dollar values)
- Upload images and attachments
Properties
- No access – can only see properties on the job run
Contacts
- No access to contacts
Employees
- No access
Invoices
- No access to invoices
Issues
- Create new issues on visits
- Edit issues
- Mark issues complete from visits
Access administration area
- No access

Visits
- Add new visits
- Edit visits
- View daily/weekly/monthly schedule
- Reschedule visits
- Reorder visits
Properties
- Browse all properties
- Search properties
- Add new properties
- Edit properties
- Upload images and attachments
- Delete attachments
Contacts
- Search contacts
- Add contacts
- Edit contacts
Employees
- View and update employee roster
Invoices
- No access to invoices
Issues
- View all issues
Access administration area
- No access

Visits
- Delete visits
- View "Est value" *
- View the dollar value of Materials *
Properties
- Deactivate/reactivate properties
- Archive properties
- Export properties
Contacts
- Archive contacts
- Export contacts
Employees
- Create new employees
- Edit employee information
- Deactivate/reactivate employees
- Deactivate employees
- Change employee permissions
- Export employees
- Note – employees can edit their own basic information like phone number and email address
Invoices
- Create invoices
- View invoices
Issues
- Export issues
Access administration area (Only administrators have access)
- General settings screen
- Manage users screen
- Manage visit settings screen
- Time and materials settings screen
- Customer notifications screen
- Issue settings screen
- Manage integrations with Xero and QuickBooks Online

* Note: By default, non-administrators cannot view financial information like the "Est value" of a visit or the dollar value of Materials.

To change permissions for an employee:

First log into SortScape as a user with the "administrator" role.
Click on the dropdown in the upper right hand corner of the screen and select "manage employees"
You will see a list of all employees.
In the "Permissions" column, click on the pencil for the user.
Select the role you want to give the user from the select box and click the "Update" button.