Knowledge Base

There are three permissions you can grant to your users: Admin, Dashboard, and Mobile.

User Access Levels and Permissions

The permissions for each access level are as follows:

Admin Users:

• Manage Users
• Use the Audit Feature
• Setup and Update Billing
• View Invoices

Note: These features require Dashboard access. Admin users are automatically granted Dashboard access too.

Dashboard Users:

• Access the Dashboard
• Schedule Jobs
• Archive Jobs
• Add Reports to a Job
• Add Data Using the Browser
• Copy Reports
• Move Reports
• Update the Job Status
• View Reports
• Download Reports

Mobile Users:

• Access the Mobile App
• View Jobs Assigned to You
• Create Draft Jobs
• Add Reports to a Job
• Enter Data Using the Mobile Device
• Update the Job Status

Note: Only users with Mobile access require a licence. Read more.

What is the "primary" user?

Good spot, eagle eyes!

The primary user is the person we would contact in case we need to query your account.