SnowManager has three kinds of people, and they are set up in three different places.
| Who | Set up under | |
|---|---|---|
| Users | people in your business | Users |
| Subcontractors | other businesses that work for you, each with its own users | Subcontractors |
| Customer accounts | the people whose property you clear, looking in through the portal | Customers → customer account access |
The four roles
Every user has exactly one role. Giving a user a new role replaces the old one.
- Admin: everything. Settings, users, invoices, subcontractors, and every action below.
- Dispatcher: the snow-night role. Dispatching and messaging in full, plus reading the dashboard, locations, zones, users, subcontractors and routes, and editing routes. No settings, no invoices, no creating addresses.
- Support: the office role. Locations and messaging in full (create and edit addresses, prices, rules, contacts), reading dispatches with the right to update or delete them, reading zones, users and subcontractors, and opening the customer portal on a customer's behalf. No dispatch creation, no settings, no invoices.
- Driver: the mobile app, and only the mobile app. A driver who signs in on the web is pointed to the app download.
These are the defaults every new business starts with. Permissions are checked on the server, page by page and action by action, so a page a role may not use is simply not in the menu, and an action it may not take is refused even if it is reached some other way.
A few actions have a permission of their own, separate from the role's everyday rights: registering work that was already done (manual dispatch) is one, and opening the customer portal as a customer is another. If someone who should be able to do these cannot, the permission is what to check.
What a role cannot change
- Which business you are in. You belong to the business that invited you. What you can see (addresses, dispatches, invoices) is always sliced to that business, whatever your role.
- Who is told what. Notifications go to businesses and to the people assigned to the work, not to roles.
- Customer accounts. A customer account is a different kind of account altogether: it signs in on the same form but lands in the read-only customer portal, and it cannot be given a staff role.
Lending a user to another business
A user can be shared with contractors: the businesses you work with then see the user and can, for example, put your driver on one of their routes. The user stays yours (same role, same sign-in); the other business merely gets to assign them work.