When adding user account access to your company or properties, a role can be selected to adjust what information and tools are available to that user on the website and mobile app.
User Role Summary
The Admin user has access to all tools and information for your company or properties. They have the ability to add additional users.
The Technician user has access to all tools and information necessary for creating and editing properties.
The "Endorsed Technician" user-type is a grouping designation to which different settings can be applied. The permissions are otherwise identical to the Technician user-type.
Typically this grouping is used by listing employees that work for the billing company as "Technicians" and listing outside independent contractors as "Endorsed Technicians."
View the designated tools and views which are available to Technician-type users.
The Billing Manager role is able to view all information and run reports for your company and properties. They are not able to edit property device programming.
The Property Operator role is able to view property information. They are not able to edit any property information.
Accountant:
The Accountant user role has access to your company payments and billing information.
Developer:
The Developer user role has all permissions and is recommended for use with accounts used to authorize API integrations.
Detailed Company-Level Permissions:
| Administrators | Developer | Technician | Accountant | Billing Manager | Property Operator | |
| Dashboard access | X | X | X | X | X | X |
| Education Access | X | X | X | X | X | X |
| Property List | ||||||
View/Filter Properties | X | X | X | X | X | X |
Create New Property | X | X | X | X | ||
Upload New Property | X | X | X | X | ||
| Reports | ||||||
View Summary-Type Reports | X | X | X | X | X | |
View Company Reports | X | X | X | X | X | |
Edit Reports | X | X | X | X | X | |
Unlock a Locked Company Report | X | X | ||||
Schedule a Report and Add Contacts | X | X | X | X | X | |
Create Property Report | X | X | X | X | X | |
Create Personal Reports | X | X | X | X | X | X |
| Alerts | ||||||
View Portfolio Alert Summary | X | X | X | X | X | |
Edit Alert Defaults | X | X | X | X | X | |
Apply Alert Changes | X | X | X | X | X | |
| Users | ||||||
View Users and Status | X | |||||
Add or Remove User | X | |||||
| API | ||||||
View API Documentation | X | X | ||||
View and Edit FTP Information | X | X | ||||
| Billing | ||||||
View Invoices | X | X | X | |||
Add Billing Email Contacts | X | X | X | |||
Enter Payment Information | X | X | X | |||
| Direct Connect | ||||||
Directly Connect to Device (301) | X | X | X | X | X | X |
Edit Device Configuration | X | X | X | X | X | X |
Detailed Property-Level Permissions:
| Administrators | Developer | Technician | Accountant | Billing Manager | Property Operator | |
| Details | ||||||
View Property Map and Details | X | X | X | X | X | |
Edit Property and Contact Info | X | X | X | |||
Mark Installation as Complete | X | X | X | X | ||
Make Comments and Upload Files | X | X | X | X | X | X |
Delete Files and Comments | X | X | X | |||
View Charts | X | X | X | X | X | X |
| Equipment | ||||||
View Unit Usage | X | X | X | X | X | X |
Edit Unit Programming | X | X | X | |||
| Program | ||||||
View Program Page | X | X | X | X | X | X |
Edit Unit Programming | X | X | ||||
| Reports | ||||||
View Company Reports | X | X | X | X | X | X |
Edit Reports | X | X | X | X | ||
Create Company Reports | X | X | X | |||
Create Property Reports | X | X | X | X | ||
Create Personal Reports | X | X | X | X | X | X |
| Alerts | ||||||
View Open Alerts | X | X | X | X | X | X |
Dismiss Alerts | X | X | X | X | ||
Edit Alert Configuration | X | X | X | X | ||
View Live Feed | X | X | X | X | X | |
| Users | ||||||
View Users and Status | X | |||||
Add or Remove User | X | |||||
| Settings | ||||||
View Meter-Type Summary | X | X | X | X | X | X |
Edit Check-In Interval | X | X | X | X |