Guide
Administrators
Administrators
  • 👋Welcome to Rollouter
  • Platform overview
    • Rollout Plans
    • User roles
    • Entity Structure
  • Rollout Projects
    • Licensing
    • Creating a Rollout
    • Working with Rollouts
    • Branding
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  1. Platform overview

User roles

Role
Capabilities

Administrator

Has access to everything and is in charge of managing Rollout plans.

Rollout Manager

Can manage users, inventories, workflows, checklists and custom fields.

Technician

Has no settings access. Can only access inventories, clients and tasks.

Service Desk

Responsible for managing tasks and scheduling appointments. This role is also suitable for a member of the end customer.

Client User

The client user can only see the clients that are owned by them as well as their checklists and appointments.

Page access

Page

Administrator

Rollout Manager

Technician

Service Desk

Client User

Home

Rollout

Rollout → Client Dashboard

Rollout → Tasks

Rollout → Roadmap

Rollout → Appointments

Rollout → Client Assignment

Rollout → Collaborators

Inventory

Inventory → Inventories

Inventory → Clients

Inventory → Client Filter

Inventory → Client Groups

Inventory → Delivery Sheets

Inventory → Import

Inventory → Export

Reporting

Reporting → Burndown

Reporting → Activity

Knowledge Base

Settings

Settings → Users

Settings → Rollouts

Settings -> Subscription

Settings → Workflows

Settings → Checklists

Settings → Custom Fields

Settings → Client Links

Settings -> Branding

Settings → Integrations

PreviousRollout PlansNextEntity Structure

Last updated 18 days ago

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