HailTrace App 5.0 | User Management | Knowledge Base
[5.0] How to Add sub-users to Your HailTrace Account
Adding sub-users in HailTrace enables precise permission management for employees or subcontractors, ensuring efficient workflow and security
[5.0] Adding Sub-users Checklist
This guide walks through the steps to adding new sub-users to the HailTrace app
[5.0] Understand App Roles & Permissions
A Role is a set of permissions given a User(s) to carry out their tasks and responsibilities within their company.
[5.0] How to Create Custom Roles
A Custom Role is a tailored set of permissions that can be given to a user(s) to carry out their tasks and responsibilities within their company
[5.0] Setup Company Hierarchy
Managers can view and edit the assets, contacts, and opportunities of the teams they manage
[5.0] Edit Sub-users' Personal Info, Access, and Roles
Update a sub-users' account
[5.0] Understanding RoofTrace™ Roles and Permissions
RoofTrace™ roles determine what sub-users in your account can see and do with roof data.