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	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	Add new visits Edit visits View daily/weekly/monthly schedule Reschedule visits Reorder visits	Delete visits View "Est value" * View the dollar value of Materials *
Properties	no access - can only see properties on the job run	Browse all properties Search properties Add new properties Edit properties Upload images and attachments Delete attachments	Deactivate / reactivate properties Archive properties Export properties
Contacts	no access to contacts	Search contacts Add contacts Edit contacts	Archive contacts Export contacts
Employees	no access	view and update employee roster	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.
Issues	create new issues on visits edit issues mark issues complete from visits	view all issues	Export issues
Access administration area	no access	no access	Only administrators have access to the administration section of the site including: 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.

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.

Integrating with QuickBooks Online

Resetting employee passwords

Time and Materials Administration

Archiving contacts and properties

Visit settings