Access Roles
Smarter Launch includes four access roles, each with different levels of visibility and control.
Standard
Typically used for sales reps or team members who only send proposals.
Can only view and interact with their own proposals
Can only report on their own proposals
Cannot edit service plans, templates, or company settings
Team Supervisor
Only available when using the Teams functionality.
Can oversee a team of Standard users
Can view and edit proposals created by any member of their assigned team
Can manage team members within their assigned team
Can report on their assigned team's proposals
Limited to proposals within their assigned location(s)
Manager
Can view and edit all team members' proposals within their assigned location(s)
Can edit service plans and templates for their assigned location(s)
Can manage team members for their assigned location(s)
Can report on all proposals within their assigned location(s)
Owner
Can perform all functions within Smarter Launch
Can view and edit all proposals, service plans, templates, and settings across all locations
A Note on Location Access: Location assignment applies to all roles except "Owner". If a user is not assigned to a location, they cannot access proposals from that location — this includes Standard, Team Supervisor, Manager roles.
Location assignments are managed by an Owner role.
Additional Standard User Permissions
There are three optional permissions that can be toggled on or off within any "Standard" access team member's profile:
Send Proposals without Approval
Proposals created by a Standard user must be reviewed and sent by a higher-level role.
The system will notify via email the first available Team Supervisor, Manager, or Owner to review and send the proposal.
Modify Line Items in Proposals
When disabled, Standard users cannot edit existing line items or add new ones on Step 2 of proposal creation.
Edit Existing Customer Addresses
When disabled, Standard users cannot edit existing customer addresses