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Hover Permissions Table for Transform Members
Hover Permissions Table for Transform Members

Account role explanations and permission tiers for Transform members

Updated over a month ago

If you need help deciding which is the correct permissions tier when adding a new team member please refer to the following role definitions, and use the table below as it outlines the access granted at each tier:

Role Definitions


  • Personal: An individual who has set up their own private Hover account - usually a homeowner account or a smaller contracting firm that does not require more than one Hover account.

  • Member: This role is generally reserved for individual field users like sales reps or canvassers. Individuals with the "Member" role can only see the projects they create or that get assigned to them.

  • Job Manager: Reserved for users who need access to all jobs within their organization's Hover account, and people who need to be able to assign jobs from one user to another. Often times these are sales managers, or call center users.

  • Admin: Reserved for owners or founders who need full control over the organization's account, as well as applicable sub-organization accounts. Admins have full access to all features:

    • They can access and edit billing information

    • Activate integrations

    • Add or remove users from the org and sub-org(s),

    • View any checklists created within the org or sub-org(s) accounts.

Permissions Table


Personal

Member

Job Manager

Admin

Create new jobs

Yes

Yes

Yes

Yes

View PDF measurements

Yes (insurance only)

Yes

Yes

Yes

View 3D model

Yes

Yes

Yes

Yes

View job billing info

Yes (but only for personally-submitted projects)

Yes

Yes

Yes

View team members

Yes

Yes

Yes

Yes

Make connect requests

No

Yes

Yes

Yes

Can unmark job as ‘Sold’

No

No

Yes

Yes

Receive job complete emails

No

No

Yes

Yes

Search and view all jobs

No

No

Yes

Yes

Assign job to new user

No

No

Yes

Yes

Access to project scope

No

No

Yes

Yes

Update billing information

No

No

No

Yes

Add and remove users

No

No

No

Yes

Turn off ‘Project approval required’

No

No

No

Yes

View payment history for all jobs

No

No

No

Yes

View and manage integrations

No

No

No

Yes

View and manage developer tools

No

No

No

Yes

View and edit line items costs

No

No

No

Yes

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