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User Permissions

User permissions are controlled by roles. The following roles exist in BlueFolder:

  • Administrator - can perform all functions in BlueFolder with no limitations
  • Bookkeeper - similar to an Administrator, but with less access to account settings
  • Scheduler - access to full scheduling functionality and some billing functions
  • Sales - access to customer management functionality and some service activities
  • Service Manager - similar to an Administrator, but less access to account settings and billing 
  • Lead Technician - like a Technician but with the ability to add/edit time & materials on behalf of other users
  • Technician - limited access that is restricted to things like adding time/materials, changing status, etc.
  • Subcontractor - more limited than a Technician, useful for non-employee users

Permissions for the 'Lead Technician', 'Technician' & 'Subcontractor' roles are largely customizable. Permissions for the other roles are built-in to BlueFolder and not customizable.

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