If you need help deciding which is the correct permissions tier when adding a new team member please use the table below as it outlines the access granted at each tier.
Please note in order to assign someone on your team as a Job Manager you will need to email support here and include the name(s) and email(s) of the team members you would like to assign a ‘Job Manager’ role.
| Personal | Pro Plus | Job Manager* | Admin |
Create new jobs | Yes | Yes | Yes | Yes |
View PDF measurements | Yes (insurance only) | Yes | Yes | Yes |
View 3D measurements | Yes | Yes | Yes | Yes |
View job billing info | No | 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 production console | No | No | Yes | Yes |
Update billing information | No | No | No | Yes |
Add and remove users | No | No | No | Yes |
Turn off ‘Job needs approval’ | 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 |
*The Job Manager role is only available for customers that have upgraded to Direct Order, Transform, or Insurance.