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Suggested Privileges for Users

This article will show the typical privilege boxes that are checked for each user account.

When you're adding a new user or employee to your ISN, the first step is to create the account by following the steps documented in this help article.

To understand what each privilege selection means this help article will explain that. The following outline of privileges are the selections that are typically seen for each user.

Owner or Owner/ Inspector:

Privileges > Select All Privileges

Office Manager:

Account Enabled -
-
Access to the Company Log
-Access to Business Reporting
-Access to Client, Agent, and Contact Lists.

Company Calendar Access
-View All Inspections Regardless of -Owner(s)
-Upload/Download Client List
-Upload/Download Agent List

View Inspection Payment Information
-Edit Inspection Payment Information

Owner Access

Inspector:

Account Enabled
-Manually Complete Inspections
-Access to Client, Agent, and Contact Lists

Office Administrator

Edit Inspections
-Edit Completed Inspections
-Edit Unscheduled Inspections

View Inspection Payment Information
-Edit Inspection Payment Information

Call Center:
Account Enabled
-Access to the Company Log
-Access to Business Reporting
-Access to Client, Agent, and Contact Lists

Company Calendar Access
-View All Inspections Regardless of -Owner(s)
-Upload/Download Agent List

View Inspection Payment Information
-Edit Inspection Payment Information

Office Staff:

Account Enabled
-Access to the Company Log
-Access to Business Reporting
-Access to Client, Agent, and Contact Lists

Office Administrator

Edit Inspections
-Edit Completed Inspections
-Edit Unscheduled Inspections
-Delete Inspections
-Undelete Clients, Agents, and Agencies
-Create Inspections

Company Calendar Access
View All Inspections regardless of Owner(s)
Upload/Download Agent List

View Inspection Payment Information
-Edit Inspection Payment Information

Owner Access
-Mass Email Access

3rd Party:

Account Enabled
-Manually Complete Inspections

Office Administrator

Edit Inspections
-Edit Completed Inspections
-Edit Unscheduled Inspections

Create Inspections

Company Calendar Access
View All Inspections Regardless of Owner(s)
View Inspection Payment Information
-Edit Payment Information

Radon:

Account Enabled
-Manually Complete Inspections

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