In Pool Brain, you can assign User Permissions for office staff, manager and admin users who use the web dashboard in Pool Brain. You can customize this for each User individually.
User permissions are not the same as Technician Permissions which control what techs can view and manage in the mobile app.
User Management
User Permissions can be configured in User Management.
To edit User Permissions:
Step 1: Go to the User Management page. Click on the drop down arrow next to your name in the top right corner and choose "User Management" from the menu.
Step 2: Click "Edit" next to the User you want to change permissions for
Step 3:
Choose a role. Pool Brain assigns default permissions based on that role, but you can edit these for an individual user if needed. The Admin role has additional capabilities no other role has.
Admin - In addition to always having access to all user permissions, the Admin role is the only role that can access "Settings" for the company. It is also the only role that can create other Admin users.
Manager - The Manager role has different default permission settings but they can be changed to anything you want.
Staff - The Staff role has different default permission settings but they can be changed to anything you want.
If you are looking to edit permissions for your Technicians on the mobile app, please see Technician Permissions.
User Permissions List
Can customize alerts
User must have this permission to view the Customize Alerts page and edit any alert settings.
Can edit data on jobs
User must have this permission to edit any data on Jobs or Route Stops, including changing the status.
Can delete job
User must have this permission to delete jobs (and all associated job data)
Can view/edit payroll
User must have this permission to view the "Pay" section on a Technician Profile page or edit technician pay settings such as the "Role" and "Payroll ID"
Can create invoice
User must have this permission to create an invoice
Can edit invoice
User must have this permission to edit an invoice
Can delete invoice
User must have this permission to delete an invoice
Can create products/services
User must have this permission to create new products or services
Can delete products/services
User must have this permission to delete existing products or services
Can view route profit report
User must have this permission to view the route profit report which displays invoiced amount, chemical spend, tech pay, profit amount, and profit percentage
Can delete other user's customer notes
Any user can always delete their own notes but can't delete other user's notes unless they have this permission
Can view commissions on jobs & quotes
User must have this permission to view commission details on any Job or Quote
Can edit commissions on jobs & quotes
User must have this permission to edit commission details on any Job or Quote
Can dismiss alerts
User must have this permission to dismiss alerts
Can bulk dismiss alerts
User must have this permission to dismiss alerts in bulk by using the "DISMISS ALL" feature on the Alerts page. They can still dismiss alerts individually if they have the "Can dismiss alerts" permission active.
Can export customer report
User must have this permission to export customer report to Excel
Can export job reports
User must have this permission to export job reports to Excel
Can export quote reports
User must have this permission to export quote reports to Excel
Can export invoice reports
User must have this permission to export invoice reports to Excel
Can export payment reports
User must have this permission to export payment reports to Excel
Can manage Automatic Email settings
User must have this permission to access the "Automatic Emails" section of the Email Center. They can also make settings changes in this section.
Can manage Email Templates
User must have this permission to access the Email Templates section in the Email Center. They can also make settings changes in this section.
Can manage Trucks & Tools
User must have this permission to view Trucks & Tools page and make settings changes on these pages
Can view Inventory
User must have this permission to view Inventory page
Can manage Inventory quantities
User must have this permission to adjust inventory quantities
Can manage Inventory locations
User must have this permission to create or edit inventory locations
Can edit Inventory purchase date
User must have this permission to edit the inventory purchase date for any item