Autopilot uses Roles to determine what permissions and what messaging actions to take when a person with the role has been added to a job. You can define a role for each type of person you typically include with your jobs, and choose how the system should treat them.
Each role has a name, it can be targeted with role specific messages in Messaging, and is granted certain permissions in the Client Portal.
The role permissions are as follows.
- Signs agreements
- Pays invoices
- Receives reports
- No access to reports
There are three default roles in each new account. You can edit a role, add a new role, or remove an existing role as needed for your business.
We start each new account with three of the most typical roles in a residential home inspection and set their permissions to the most common.
- Client: Signs agreements, Pays invoices, Receives reports
- Buyer's Agent: Receives reports
- Seller's Agent: No access to reports