Adding, Removing, and Changing User's Roles & Permissions

Owned by Lauren Elmore, created
Last updated: Apr 30, 2021
1 min read

Firmatek has a 7 user roles. As an admin you can assign different roles and associated permissions to different team members as necessary.

User Role Definitions

USER ROLES

Corporate Director

Corporate Staff

Site Director

Site Manager

Site Staff + Markup

Site Staff

Basic User

Can perform all below actions on:

All sites

All sites

Specific sites

Specific sites

Specific sites

Specific sites

Specific sites

Add, edit or delete users?

View Account Settings

View Site Details

Edit Sites Details

View deliverable list and details

Receive email/bell notifications; manage notifications

Download Data Table CSV, DXF, Subtotals CSV, SVR PDF, Orthophotos and Existing Files

Download Original Drone Photos

Upload Data Table CSVs during Markups

View Material Library

Create/Edit Materials, Apply Retroactive changes

Apple existing material to a single pile

Conduct, save, and submit SVR Markups

Edit single pile

Lock/Unlock a deliverable

View deliverable history

Create and Modify Custom Mass Values

 

Instructions for Adding a User

If you need to add a user, submit a request to support@firmatek.com and include the following:

  1. Company

  2. First and Last Name

  3. Email

  4. Job Title

  5. Phone Number

  6. List of sites the user needs to access

  7. User Role

  8. Authorizing Person

  9. Contact Information for the Authorizing Person

 

Instructions for Removing a User

If you need to remove a user, submit a request to support@firmatek.com and include the following:

  1. Company

  2. The user’s email

  3. Reason for deleting the account

  4. Person authorizing the request

  5. Contact Information for the Authorizing Person

 

Instructions for Changing a User’s Role or Permissions

If you need to add a user, submit a request to support@firmatek.com and include the following:

  1. Company

  2. Email

  3. The changes that need to be made

  4. Authorizing Person

  5. Contact Information for the Authorizing Person

 

Firmatek makes user changes on behalf of our clients. Email support@firmatek.com to make changes.