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User Roles and Rights in Service Autopilot

Published on December 14, 2015

Here is why User Roles and Rights matter:

  • Does your Crew Leader need to send out invoices?
  • Can your Office Staff change the prices of your services?
  • Should your Pest Control Technician be able to see how much money a client owes?

If you don't solidify your Users Roles and Rights, even a well-meaning employee could accidentally wreck your invoices. On the other hand, a crew leader with too few permissions might not be able to hand out estimates, causing you to lose new leads left and right.

Fortunately, Chris Sims made videos to teach you how to edit user roles and rights. Watch them below!

How to Edit User Roles and Rights

As you grow your lawn care or cleaning business, you'll have to bring on more staff: people to answer phones, schedulers to help optimize your routes, more field employees to bulk up your working staff.

With that many accounts in your system, you'll have to manage what employees can and cannot do. For a step-by-step guide, as well as some practical advice, watch Chris' 'How To' video here:

How Important Are Roles and Rights?

Service Autopilot is a broad piece of software. Most of our Members use it almost exclusively to run their businesses. Because it manages such a large expanse of technical, fiscal, and even legal elements in your business, it's important to keep access as secure as you can.

This means setting up your User Roles and Rights ASAP. Of course, Service Autopilot comes pre-loaded with a set of Roles to ensure that the owner is given full command of their system. However, if you want to learn how to tailor these Roles and Rights to better manage your employees, keep reading!

There are at least three reasons why you should fix your User Roles and Rights today. The first is a matter of trust and authority: should all of your employees have the same amount of control over your company as you, the owner?

Probably not.

The second issue is about security. Would you leave your trucks unlocked, with the keys in the ignition? Would you leave your new vacuum backpack or riding mower on the street?

Obviously, you wouldn't. Now, think about how much more important it is to secure the software that manages your whole business.

Don't tempt fate, and you don't leave your company wide open for accidents and ill will.

Of course, there is one more reason why you want to adjust your User Roles and Rights. Sometimes, you want to give your employees more responsibility so you can work on more expensive tasks like streamlining your lawn care or cleaning company. Check out Chris's video for a discussion of this and more:

When you're using the most comprehensive software to run your cleaning or lawn care business, you want to make sure you can control how your employees interact with it. Watch these videos and learn how to change your User Roles and Rights.

Related: How to Make Contracts in Service Autopilot that will "Eliminate Your Cash Flow Valleys"

Lisa Marino

Lisa Marino is the Sr. Marketing Director for Service Autopilot. She uses her 17+ years in direct marketing, sales, and product development to push entrepreneurs beyond their limits. She's passionate about helping others grow their businesses through time-tested marketing techniques. When not writing, you can find her belting out a mean Stevie Nicks at a local karaoke night.

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