Understand Roles

Understand Roles

Introduction

A Role is a set of permissions given a User(s) to carry out their tasks and responsibilities within their company.

When an account with HailTrace is set-up, the Primary Account Holder is given all the permissions inside the app. Each new User added to the account, must be assigned a role(s). with its corresponding permissions. There are a dozen pre-set roles to get you started. However, you can Create Custom Roles to fit your company's needs. 


Basics of roles

  1. Users can be granted multiple roles as fits your company's needs. However, only give a select number of users access to all roles and features.
  2. Only "Admin" roles have the permission to delete assets, contacts, users, opportunities, and etc.
  3. Generally, permissions give a user access to only the user-owned feature (eg. assets, contacts, campaigns, and etc). However, the term "any" on a permission allows a user to see, edit, or use a feature of not only themself but also all other users in the company. Usually, only Admin roles have "any" permissions.*
    1. Example: The role Asset User has the permission "view assets". This permission gives a user the ability to see all the assets they have created. In contrast, the role Asset Admin has a permission "view any asset". This permission gives that user the ability to see all assets users have created inside the company.
    2. See the article on Manage Company Hierarchy to give managers access to assets, contacts, and opportunities of their team without access to assets, contacts, and opportunities of the whole company.
*The permissions "View Any Contacts" and "List Any Contacts" are given to non-admin roles to create a cohesive list of contacts through your company and to remove accidental duplicates.

Limits to roles

  1. Subscription: If your current subscription with HailTrace is not all our current plans (Maps, Residential Data, Commercial Data, and Canvassing), you will not be able to utilize all the roles and features available in the app. Thus, the roles you create and assign will be limited to your subscription. 
  2. Canvasser plan: This plan has a Seat Limit (a set number of users) that can have a Canvasser, Canvassing Manager, and Canvassing Admin role.
    1. The Primary Account Holder automatically takes up one of your seats in your plan.
    2. Custom Roles, with a canvassing permission, will take up a seat in your plan. 

Roles under HailTrace Plans

Base Roles
We recommend all users have these roles activated.

Map Viewer
Gives users the ability to explore weather events.

Instant Impact PDF Creator
Allows users to generate PDF reports within their subscription.

Asset User
Lets users manage their own assets and contacts.

Advanced Location Data User
Grants access to advanced lead data, including viewing Impact History and generating Impact History PDF Reports for specific locations.

Advanced Asset Alert User
Sends users lists of their assigned assets when those assets get impacted by severe weather.
Administrative Roles

We recommend these roles be permitted with discretion.

Billing Admin
Gives users the ability to manage company billing details.

Asset Admin
Allows users to manage all assets and contacts across the company.

Advanced Asset Alert Admin
Sends users lists when any company asset is impacted—not just ones they personally manage.

Admin
Full access to manage all users, settings, and account details.
Canvassing Roles

Canvassing Manager

Manage personal contacts, assets, opportunities, and canvassing campaigns.
(Tip: Use Company Hierarchysettings to control access to canvassers' assets and contacts.)

Canvassing Admin
Manage all contacts, assets, and canvassing regions across the account.

Canvasser
Manage their own contacts, assets, opportunities, and assigned canvassing regions.
Lead Data Roles

Residential Leads User

Allows users to download residential lead lists.

Commercial Leads User
Allows users to download commercial lead lists.
 






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