Calendar

Blue Line Home Inspections LLC

• December 14, 2021 03:49

When viewing the TapInspect calendar, each job shows the name of the agent instead of the client. This is annoying as we need to be able quickly see the client’s names on the calendar. We don’t need to see the agent name.

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• Official comment

  

  Michael Wirth

  • December 14, 2021 13:16

  Corey,

  Tap Inspect allows you to rename your Roles (About Roles) and also set the permissions that each role has in your jobs. The people with full permissions are considered 'clients'. This is because a user could rename the the default Client role to anything like 'Customer', 'Buyer', 'Owner', etc.

  As a best practice, only your actual client/customer/buyer should have full permissions by default. This will let your calendar display as you expect.
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  Blue Line Home Inspections LLC

  • December 15, 2021 02:57
  • Edited

  I had to  give agents full permission (Signs agreements, Pays invoices, Receives reports) in order for them to see the invoices and receipts.  If I simply give the agent the role of  "Read reports", the system does not give them a button/link to view the receipt/invoices.    I think we need the option to give agents the role "Receives reports , views receipt/invoices" . 

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