Roles are a vital part for any company in the lighting industry. For example, you may want a team member to just be focused on the audits and not have access to your solutions. Retrolux has recognized this and created a list of roles that you can set members of your team to at a company or project level.
Company level roles are a default setting for a team member. If the team member is added to a project, they are automatically defaulted to their role in the comapny.
Project level roles are just as you imagine. The team members role is specific only to that one project and will adjust what actions and views they have available to them.
If you are unsure what role to set you team member to, reference our list below to help you decide on the best option!
Agent/Distributor – Can only add solutions to projects they have been added to.
Auditor – Can create project and input basic information, areas and existing fixtures.
Company Manager – Can view dashboard/numbers, project proposals and alter company information/catalogs.
Company Owner/Admin – Ability to view/change all projects, create proposals, add projects, add/change catalog, view company dashboard and can alter company information.
Field Tech/Auditor – Can add jobs/edit their jobs. Can only add existing fixtures and basic project information, but can see the solution put in.
Installer – Only has access to installation checklist or areas and their solution fixture.
Project Editor/Assistant – Ability to add existing fixtures, solutions, areas and change project basic information only to projects created by someone else. Cannot create their own projects.
Project Manager – Ability to view/change all projects and create proposals. Can create their own projects and change/add company catalog.
Reviewer – Ability to view and change information to the project that they've been added to.