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.
If you are a Transform member, refer to this article for slight differences in the permissions table.
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 |
Receive job complete emails | No | No | Yes | Yes |
Search and view all jobs | No | No | Yes | Yes |
Search and view all checklists in organization | No | No | Yes | Yes (as well as any sub-org accounts) |
Assign job to new user | 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 |