What Are User Roles and Seats?

Roles

• A team member's role is the way in which you decide what feature(s) a team member can access is by assigning them to a role.

• You may select from the following roles:

  • Admin

    • Full JobNimbus access (includes Settings & Subscription).

      • All Sales + Field tools
      • Schedule appointments/jobs; assign Work Orders
      • Unlimited Forms; order materials; track payments & A/R
      • Production & commission reports
      • E-signatures; manage subcontractors

  • Sales

    • Tools for selling (includes everything in Field access; no access to Settings or Subscription).

      • Estimates & unlimited templates
      • Unlimited custom Forms
      • Sales reports
      • E-signatures
      • Commissions, job costs

  • Field

    • Jobsite tools (mobile only).

      • Capture/annotate/share photos
      • View & submit Forms
      • Create/view mobile Work Orders
      • Schedule crews & subcontractors
      • Create & view Contacts and Jobs
      • Access job documents

  • Subcontractor

    • External crew access for assigned Work Orders only (mobile only).

      • No Contacts, Jobs, pricing, reports, access to financials, or Settings.
      • View schedule & Work Orders
      • Capture/annotate/upload photos
      • Fill out Forms & checklists
      • Mark tasks complete
      • View Work Order status & add Work Order comments
      • View individually shared files

Seats

• The number of seats you assign to a role indicates how many unique users will be given that level of access to JobNimbus features. 

• Total Seats Used displays the number of open user seats you still have available.