Installer app user roles

The Installer app uses two types of roles to control what people can see and do.

• App roles determine your overall access level
• Job-specific roles give you permissions for individual jobs.

App roles

Your app role determines which jobs you can access and what you can do across the app.

Admins

Admins can access all jobs assigned to their company. They can:

• Access the jobs dashboard to accept assigned jobs
• Communicate with customers through the Chat tab
• Schedule and reschedule jobs
• Re-assign team members, including the team lead role
• Submit job tasks
• View the job site log

General users

General users can access only the jobs they're assigned to. Within a job workspace, they can:

• View the Overview tab to see job information
• Access the Job pack tab to see documents required to complete the job
• Use the Tasks tab to submit tasks

Job-specific roles

When accepting a job, an admin assigns a job-specific role to each person involved. These roles determine who manages the job and who's part of the team.

Team lead

Every job must have an assigned team lead. This person can be either a general user or an admin. They can:

• Access the customer tab to communicate with the customer
• Schedule and reschedule the job
• Re-assign team members (excluding the team lead role)
• Submit job tasks
• View the job site log

Team member

Team members are optional when accepting a job. Being assigned as a team member doesn't grant any additional permissions - you'll have the same access as your app role allows.