This article will discuss the various permissions your User Roles in SignsearchPRO are defaulted to. Note that you can adjust these default settings as well, click here to learn how.
Administrator accounts will have all permissions and this cannot be changed. There are four user permission levels, here are the default permissions for each:
| Permission | Admin | Account Mgr | Project Mgr | User |
|---|---|---|---|---|
| JOBS | ||||
| Create jobs | ||||
| Delete jobs | ||||
| Archive, cancel, and reactivate jobs | ||||
| Update jobs | ||||
| Manage files | ||||
| Manage job bids and vendors | ||||
| CUSTOMERS | ||||
| Create/edit customers | ||||
| MY NETWORK | ||||
| Invite PRO vendors | ||||
| Accept PRO vendors | ||||
| Remove PRO vendors | ||||
| ADMINISTRATION * | ||||
| Manage users | ||||
| Update subscription & billing | ||||
| Manage task defaults, settings & preferences and templates | ||||
| Manage referral rewards | ||||
| Quoting | ||||
| Invoicing | ||||
| VENDORS | ||||
| Manage Vendors | ||||
| TASK BOARD / CALENDAR / TASK LIST | ||||
| Create/edit task board, calendar & task list |
* Administration tasks not specifically mentioned require the Administrator role
The primary account holder is the Account Owner. There can only be one account owner assigned to a PRO account. The Account Owner has complete control over the PRO account and is assigned all permissions.