Module 7.1 Understanding the admin and owner roles and permissions

By the end of the unit, you will understand where to find the global settings for your account and how they affect the way the system works on customers, jobs etc.


MODULE 7 - ADMINS AND OWNERS - GLOBAL SETTINGS

7.1: understanding the admin and owner roles and permissions and where to find the global settings

Admins and owners have oversight over the whole account including financial information in a variety of reports, rounds, global settings for the whole account, users and teams, invoices and payments and communication with customers.

Owners have additional access to the account page to control the account subscription and business profile.

The global settings are grouped into these categories:

  • General,
  • Attachments,
  • Jobs & Scheduling,
  • Notifications & Messages,
  • Invoicing & Payments,
  • Payment Accounts,
  • Quotes and
  • Data.