Access Roles
Standard
Typically used for team members that only send proposals (e.g. Sales Reps)
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 if using the “Teams” functionality
Can oversee a team of Standard users
View and edit the team’s proposals
Manage team members within their assigned team
Can report on assigned team’s proposals
Manager
Can view all team member’s proposals for 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
Not specific to a location; can view/edit all location proposals, service plans, templates, etc...
Other Team Member Permissions
There are two other options within a team members profile that you can turn on or off
Require proposals to be approved by supervisor/manager/owner
This option requires proposals created by a "Standard" user to be approved and sent by a higher level access role
It will select the first team supervisor, manager, or owner and ask for them to review the proposal and send it.
Allow user to modify line items within a proposal
Deselecting this option, limits what a "Standard" users can do on step 2 of proposal creation
They are unable to edit existing or new line items on a proposal