What are the available Account Roles & Permissions?

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This document outlines the various user roles and permissions available within the Monster Plowing Company account management system. Understanding these roles is essential for effective account management and ensuring that users have the appropriate level of access to perform their tasks.

User Roles

Owner

The Owner possesses comprehensive access to oversee and manage the entire account. This includes the ability to handle billing matters, service configurations, and contact settings. It is important to note that only individuals designated as Owners have the authority to assign Admin permissions to other users.

Admin

An Admin has the capability to manage various aspects of the account, including billing, service details, and contact information. This role allows for a significant level of oversight and control over the account's operations.

Billing

The Billing role grants access to all billing-related information across the account. However, individuals in this role do not have the ability to view specific service details, which limits their access to financial data only.

Service

The Service role is focused on managing service-related information, such as service orders and notifications. Individuals in this position are not permitted to access any billing information, ensuring a clear separation between service management and financial oversight.

Visitor

A Visitor has restricted access, allowing them to view one or more specific billing entities, but not the entire account. This limited access is designed for users who require some information without full administrative privileges.

Guest

A Guest does not hold any administrative permissions within the account. Their capabilities are quite limited; they can only request quotes, ask for changes to the scope of work, and sign contracts, without any authority to manage account settings or access sensitive information.

For further information regarding user roles and permissions, please contact our support team.

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