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

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Rollout

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Rollout β†’ Client Dashboard

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Rollout β†’ Tasks

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Rollout β†’ Roadmap

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Rollout β†’ Appointments

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Rollout β†’ Client Assignment

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Rollout β†’ Collaborators

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Inventory

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Inventory β†’ Inventories

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Inventory β†’ Clients

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Inventory β†’ Client Filter

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Inventory β†’ Client Groups

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Inventory β†’ Delivery Sheets

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Inventory β†’ Import

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Inventory β†’ Export

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Reporting

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Reporting β†’ Burndown

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Reporting β†’ Activity

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Knowledge Base

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Settings

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Settings β†’ Users

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Settings β†’ Rollouts

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Settings -> Subscription

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Settings β†’ Workflows

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Settings β†’ Checklists

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Settings β†’ Custom Fields

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Settings β†’ Client Links

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Settings -> Branding

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Settings β†’ Integrations

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