Owner
Permissions:
• Full access to all company systems
• Can add, edit, or remove employees
• Can view and manage all financial reports
• Can change all company settings
Branch Manager
Permissions:
• Access to most company systems, similar to the Owner
• Can manage employees, schedules, and reports
• Can access anything else the Owner grants permission to
Secretary
Permissions:
• Full access to Routing and the Calendar
• Can view any reports as permitted by the Branch Manager or Owner
• Can edit agreements, service types, marketing types, and products
• Can have any additional administrative permissions granted by the Branch Manager or Owner
Sales Manager
Permissions:
• Access to all sales-related data
• Can manage and oversee sales team performance
• Can view sales reports
Route Manager
Permissions:
• Access to the Calendar
• Can oversee all sales operations (works as Sales Manager as well)
Note: All roles are customizable. Permissions can be added or removed per role based on what is selected in the role settings. For example, a Secretary can be granted full system access while having all financial reports hidden from their dashboard.