Administration
Roles and permissions
Control who can edit forms, review, sign, and bill.
Demo video
Video coming soon
We are recording a walkthrough of Roles and permissions. Check back here — the same clip will ship to social later.
Screenshots
Screenshot 1 — coming soon
Screenshot 2 — coming soon
Screenshot 3 — coming soon
How to use it
- Open Admin → Roles.
- Map permissions to technician, lead, admin, billing.
- Assign users to roles.
- Audit a sample user before go-live.
Tips
- Separate ‘capture’ from ‘sign’ — never give every tech sign-off.