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Employee Permissions

Easily customize the visibility that each of your employees have in Urable with your employee permissions.

NOTE:

  • Though all permissions are 100% customizable, by default, Urable has the settings in Preferences > Permissions set so that Level 3 employees have the most visibility outside of Admin. They usually include your shop managers, sales managers, etc. Level 2 employees have a little less than Level 3 employees and these usually include your techs. Level 1 employees are often contractors that you hire to do specific work for your shop. They are the most limited as far as their visibility.

*There are 4 different 'Roles' an employee can have in Urable:

  1. Admin

    1. business owner or shop manager

    2. access to everything in the account

    3. can edit, delete, create, update

    4. only Admin can

      1. change permissions for levels 1, 2, and 3

      2. see Analytics

      3. export anything

      4. send campaign messages

      5. see employee earnings

      6. view "Activity" page

  2. Level 3

    1. sales person

    2. access to customer contact info, pricing, building out jobs, etc.

    3. no access to higher level analytics in the account

  3. Level 2

    1. technicians

    2. access to calendar, jobs and job info

    3. no access to pricing, customer contact info,

  4. Level 1

    1. subcontractor (person in another business that is doing a few jobs for you)

    2. this is the most locked down role with limited calendar access

    3. only have access to jobs they have been assigned to (all other jobs are not visible to them)

**NOTE: Other than Admin, you can customize access within all three levels in any configuration you'd like

NOTE: Though the above is a suggestion on how you might want your roles set up, we realize that every business operates a little differently; therefore, Urable allows you to customize within each of these roles in Preferences > Permissions

  • Admin has all permissions locked on (no editing here)

  • Levels 3, 2, and 1 have "on" and "off" toggles for each permission

  • can customize within each of the 'collections' on the left

    • Jobs, Events, Customers, Items, Products/Services, Proposals, Orders, Subscriptions, Payments, Approvals, Inspections, Coupons, eGift Cards, Miscellaneous*

    • Items in Miscellaneous tend to be customized the most

    • Customize within each collection what you want employees to have access to and not have access to

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