You can set up different user roles and permissions within Pooltrackr. If you need to have your existing users have the same user permissions that they had from the old portal, you can create new user roles to mimic the same user permissions.
Why do you need to create a new role?
Following the release of the Pooltrackr app, user-level permissions are no longer supported. Instead, we have spun up a way to make permissions more flexible by allowing owners/admins to create custom roles for their staff. This also means that the default permissions for certain roles in the old portal are changed.
How to create a new Portal Admin role
1. To add a new role, click on the 'Add role' button located at the top-right corner of the page.
2. Fill out the needed information to set up the role
- Name of the role you want to add. It is recommended to add an identifier that this role is a custom one through the role name.
- Select Portal admin as the role type
3. Default operations and set-up permissions for a portal admin are already checked. However, to align this with the existing user permissions that you had from the old portal, you can uncheck some permissions.
To learn more about the different permissions, you can check this guide >>> Selecting Permissions.
4. Click on the Save button at the top-right corner of the page.
How to create a new Admin Technician
1. To add a new role, click on the 'Add role' button located at the top-right corner of the page.
2. Fill out the needed information to set up the role
- Name of the role you want to add. It is recommended to add an identifier that this role is a custom one through the role name.
- Select technician as the role type
3. The technician admin role has full mobile access by default. However, if you have technician admins who should not have permission to view product prices, you can uncheck that permission for the role.
If you need to allow some of your technician admins to view product prices, you can create a separate role and tick all permissions, including the "View product prices" one.
4. Click Save.
How to create a new Technician role.
1. Go to add a new role, and click on the 'Add role' button located at the top-right corner of the page.
2. Fill out the needed information to set up the role
- Name of the role you want to add. It is recommended to add an identifier that this role is a custom one through the role name.
- Select technician as the role type
3. Technicians from the old version of the portal have limited mobile access. These types of users cannot delete jobs or add pools or contacts. They can only edit the pool and contact information for jobs assigned to them. You may use the sample permission below to align it with the old portal's technician permission:
4. Click Save.
Assigning user roles to your team.
To apply the roles you have customised, follow these steps in creating a new user. Within the Roles drop-down, you will see the roles you have created.
