There are three roles that a OfficeOn user can have. The company owner is automatically assigned the “Owner” role in OfficeOn. The owner can then add “Field Staff” and “Office Staff” employees.
Field user
Employees assigned the "Field user" role only have access to the smartphone app and cannot access OfficeOn's browser version.
In the smartphone app, they can create and log appointments, as well as enter and edit their hours worked using the time tracking function.
Field user have the option of accessing the customer base when creating appointments.
When entering services in appointments, employees with the "Field user" role have access to all services from the catalogue.
If an appointment belongs to a project, they have access to project details and all uploaded documents. However, they don’t have access to quotes, invoices and other appointments in this project.
If you want the additional documents stored within the project to be hidden from your on-site team, you can specify this when you upload your documents to the project.
Alternatively, you can also use the three dots next to the upload button to specify later on whether a document should be visible to the on-site team.
Office user
All office user have access to the smartphone app and therefore also have access to all functions that are also available to field user. In addition to this, they also have access to the web version of OfficeOn. They can create and edit quotes and invoices, and create appointments for all other employees. They have access to all projects and customers and can also make changes. Office user can also adjust OfficeOn settings.
Owner
The owner has access to the same functions as the office team. In addition, the owner can:
Add new employees
Make changes to existing employee profiles
Grant or revoke access to the dashboard for office user
Export the customer base
Both office user and owners can track the actions of all employees via the activity log.
Changing roles
Once an employee has been created in OfficeOn, the owner can no longer change their role. If you would like to change the role of one of your employees, simply contact us via the chat!
Removing employees
If you are the owner in OfficeOn, you can remove a user via the three grey dots in the employee area. Removing an employee does not automatically cancel their licence! However, it does give you the option of assigning the now free licence to another employee.