Each user in 811spotter is assigned a ‘Role’, either one of the two system roles or a custom role setup within the company.
System Roles
Basic - the essential role that most users would be assigned.
Admin - this role can perform company administrative functions such as managing users (and roles), changing global settings, managing attachment categories and Custom Fields.
The system roles cannot be edited.
Company Roles
Company roles are created and managed by users with the Admin role and are unique to the company.
A recommended best practice is to name the roles based on your org chart roles (e.g. “Foreman”, “Superintendent”, “Office Coordinator”, ..)
When creating a company role, there are currently two settings that can be set:
Manage Company
Does the user have Company Management responsibilities (essentially an Admin)?
Field Mode
Determines how the user can update the Field Mode setting in the 811spotter mobile app
The 3 possibilities are:
Disabled by default: Field Mode is off, but the user can turn it on
Enabled by default: Field Mode is on, but the user can turn it off
Locked to enabled: Field Mode is enabled, and the user is unable to turn it off
How to create and manage company roles
To create a new role, first click on the arrow to the right of the company name on top right of the screen. Click the Company Tab.
Then, click the Users Tab
Click the Manage Roles button
A new box appears and there is a list of roles that appears. At the top left there is a new button called "Create Role". Click on this button.
An "Add Role" box appears:
Fill in the information details for Name and Description then manage permissions (whether or not the role can manage company settings, users and roles).
Click save. The new role should appear in your list of roles.
