User roles
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
Last updated