Roles are used in Tap Inspect to determine what permissions and what messaging actions to take when a person with the role has been added to a job. These are the roles you can select from when adding a person to a job.
A role can be defined for each type of person you typically include with your jobs. You then choose how the system should treat them. You can edit a role, add a new role, or remove an existing role as needed for your business.
Each new Tap Inspect account includes three of the most typical roles in a residential home inspection.
- Buyer's Agent
- Seller's Agent
The label of each role can be changed as well as the permissions.
Role permissions control what access a person with that role has in the client portal. The default roles are assigned the most common permissions for a person with that role in a typical home inspection.
The role permissions are as follows.
- Signs agreements, Pays invoices, Receives reports
- Receives reports
- No access to reports
Treat As Client
When a role is tagged with Treat as Client, any person in a job will be listed on the cover page of the reports as the person the report was performed for. This lets you name the role anything you like but still be certain that people with that role will be indicated on the report.