Your client account or company workspace supports multiple user types with customized permissions tailored to specific roles. Here’s a comprehensive breakdown of available functions for each role.
Solar Staff users permissions table
Role key:
1. Create new tasks
2. Accept task results
3. Make payments
4. Manage users
5. Create new invoices
6. Import tasks
7. Edit groups
8. Invite contractors
9. Accountant
10. Observer
Function | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
Balance |
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Display | ✓ | ✓ | ✓ | — | ✓ | ✓ | — | — | ✓ | — |
Top-up / invoice generation | — | — | — | — | ✓ | — | — | — | ✓ | — |
Viewing |
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Viewing | ✓ | ✓ | ✓ | — | — | ✓ | ✓ | — | ✓ | ✓ |
Creation | ✓ | — | — | — | — | ✓ | — | — | — | — |
Accepting work results | — | — | ✓ | — | — | — | — | — | — | — |
Payment | — | — | ✓ | — | — | — | — | — | — | — |
Deletion | ✓ | — | — | — | — | ✓ | — | — | — | — |
Contractors |
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Invitation | — | — | — | — | — | — | — | ✓ | — | — |
Viewing data | ✓ | ✓ | ✓ | — | — | ✓ | — | ✓ | — | ✓ |
Editing description | — | — | — | — | — | — | — | ✓ | — | — |
Bulk invitation | — | — | — | — | — | — | — | ✓ | — | — |
Viewing all | ✓ | ✓ | ✓ | — | — | ✓ | — | ✓ | — | ✓ |
Deletion | — | — | — | — | — | — | — | ✓ | — | — |
XLS export | ✓ | ✓ | ✓ | — | — | ✓ | — | ✓ | — | — |
Documents and reporting |
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Completion certificates and invoices | — | — | — | — | ✓ | — | — | — | ✓ | — |
Statistics export to XLS | — | — | — | — | ✓ | — | — | — | ✓ | — |
Company |
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Viewing data | — | — | — | — | ✓ | — | — | — | ✓ | — |
User management | — | — | — | ✓ | — | — | — | — | — | — |
General access |
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Viewing service catalog | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Managing personal data (passwords, etc.) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
✓ – permitted
— – not permitted
There’s also a special “Work only with own contractors” role that restricts users to interacting solely with contractors they’ve personally added to the team, with no access to other contractors in the company account.
Need help? Reach out through the online chat in your Solar Staff dashboard or email [email protected].