User Roles

In Site App Pro we have several User roles. Below is a brief description of what each role can do.


Admin 

The administrator role allows a user to login to the Web Administration console for the organisation they have been added to.  They have full access to the account details area including adding/altering payment methods etc. They can add or delete users. They can login to a mobile device using the same email and password as used on the web.  An administrator is either created when the wizard is run or by the Group administrator.

Field Worker

The Field Worker role only allows a user to login to a mobile device for one organisation.

Sub Contractor

The Sub Contractor role allows a user to login to a mobile device for multiple organisations.  When they login they are asked to choose which organisation they want to log in to.

Manager

The manager role is similar to the Admin role and allows a user to login to the Web Administration console for an organisation. However, they have no access to the account area. They can also login to a mobile device.

Verifier

The verifier role allows a user to login to the Web Administration console and mobile device. They can have access to multiple organisations and when they log in they will be able to choose which organisation they want to log into.  They have the same access as a manager except they can't add users, view restricted forms such as troubleshooting, Verifiers also aren't added into the site as team members so they won't be able to complete any forms. This type of login can be useful for a manager who needs to be able to login to several individual organisations.

 Role Access Web Console Login to tablet Access Multiple Organisations
Admin ✔ 
Field Worker   ✔  
Sub Contractor ✔  
Manager ✔  no financials  ✔  
Verifier ✔ no financials  ✔   ✔  
     

Wrapping things up:

  • Admins can login to web or mobile for a single organisation and have all permissions on each.
  • Managers can log into web or mobile for a single organisation, but cannot access payments on web.
  • Verifiers can log into web or mobile for multiple organisations, but cannot access payments on web.
  • Field Workers can only access mobile for a single organisations.
  • Sub Contractors can only access mobile for multiple organisation.

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