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.
Customers
- Adding a cash payment to a customer
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- How to add a customer
- Understanding customers in getSoapy
- What is the customer portal?
Payments
- Bank Reconciliation
- Exporting payment data
- How do I receive payments?
- How much do payments cost?
- Payment Statuses
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Additional Users
Marketplace
Message Templates
Organising work
Rounds
Websites
Balance
Expenses
Getting Started
Plugins
customers
Dashboard
Pricing