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 table below shows the functions that each role is allowed to perform:
| Contractor | Employee | Administrator |
|
| Same as contractor plus.... | Same as employee plus.... |
Visits |
|
|
|
Properties | no access - can only see properties on the job run |
|
|
Contacts | no access to contacts |
|
|
Employees | no access | view and update employee roster |
|
Issues |
|
|
|
Access administration area | no access | no access | Only administrators have access to the administration section of the site including:
|
* Note: By default, non-administrators cannot view financial information like the "Est value" of a visit or the dollar value of Materials.
Changing permissions for a user
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.