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
