User Roles

In getSoapy, there are different user roles. Each role gives a user different abilities.

Owner Role

The 'Owner' is the person who made the account. There's only ever one owner. There are certain things only the owner can do.

• Add and remove users
• Change the subscription plan
• See the account balance
• Request payouts or top up the balance
• Change the payment method
• Setup to receive payments from customers
• Export all customer data

Manager Role

Users with this role can do most things in your account.

The things they can do are:

Business details

• Edit the business details (name, address, etc.)

Work

• Manage services
• Manage pricing categories
• Manage rounds

Customers

• Manage customers, jobs, and invoices
• Read and send customers messages
• Charge customers saved payment methods
• Import customer data
• Manage notifications customers receive

Payments

• Manage connected bank accounts
• Match bank transactions to customers
• Export payment data
• Change payment settings

Quotes

• Create and manage quotes
• Manage notifications quotes receive

Marketplace

• Purchase leads in the marketplace
• Manage lead generation

Website

• Edit your getSoapy website or 3rd party website settings

Worker Role

Lastly, we have the 'Worker' role, which have very limited access.

• See the work assigned to them
• Mark jobs as done or skipped

When a Worker marks a job as done and the customer has a payment method saved, the payment method will be charged.