As a Service Provider company, you may want to add additional users to your account to assist you with managing jobs and billing Clients. There are two user roles for you to chose from and they're based on the level of access you would like to grant to the user. We recommend reviewing these access levels before creating a new user.
Service Provider User Roles
- Admin
- Staff
Admin
Admin users are given full access to your Checklist account. They would be able to perform all actions on your account.
Admin users may:
- Accept/decline client invitations.
- Accept/decline client job requests.
- Add/delete users from your account.
- View all jobs on your account.
- Complete jobs assigned to them.
- Report incidents on jobs assigned to them.
- Re-assign jobs to other users on your account.
- Create and send invoices to clients.
- Delete the account.
Staff
Staff users will only have access to access jobs you assign them.
Staff users may:
- Complete jobs assigned to them.
- Report incidents on jobs assigned to them.