Additional users in getSoapy
If you're using the Pro plan, you can add additional users to your account for a small monthly fee.
The additional users feature is a simple way to grant and manage access to your getSoapy account - whether the user is an employee or a subcontractor who uses getSoapy for their own work and also needs access to your account.
Additional users are granted role-based permissions, so they can only access the information they need to do their work. There are three user roles in getSoapy:
Owner role
The owner is the person who created the account. There's only ever one owner per account. They have full administrator rights to all information and are the only user who can:
- Add and manage additional users
- Change the subscription plan and billing information
- 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
- Verify the account
Manager role
Users with the manager role can do most things in your account, except the things mentioned above that only the owner can do. They can:
Plan
- Plan/schedule work
- Manage rounds and jobs
- Purchase leads in the marketplace
- Manage lead generation
Manage
- Manage customers and invoices
- Create and manage quotes
- Charge customers saved payment methods
- Add and manage expenses
My Business
- Edit the business details and socials
- Manage services and pricing categories
- Add and manage documents
- View and export reports
Customers
- Read and send customers messages
- Manage which notifications customers/quotes receive
- Manage message and document templates
- Edit quote options
- Import customers
- Manage tags
- Send broadcasts
Payments
- Manage payment options and tips feature
- Use bank reconciliation
- Match bank transactions to customers
- Export payment data
Website
- Edit your getSoapy website or 3rd party website settings
My Account
- Edit their profile and password
- Customise their getSoapy app notifications
Worker role
The worker role is a very basic account with limited access. Workers can:
- View jobs assigned to them in the work view
- Mark jobs as done (including adding notes, adding external payment, making one-time invoice adjustments, and limiting which actions are triggered)
- mark jobs as skipped
- Edit their profile and password
- Customise their getSoapy app notifications
When a Worker marks a job as done and the customer has a payment method saved, the payment method will be charged.
