As a Super Admin, you are able to create a user, delete users and edit user roles yourself by clicking into the "Admin" menu, clicking "Company info" and clicking the tab "User manager".
You can create any user with almost any user role; the only exception is making a new Super Admin user. To make a new Super Admin, please email [email protected] with the first and last name of your new user, their email address and clarify that you do want them to be a super user, as if this clarification is not made apparent you may be re-directed to this support article.
For clarification on what each user role can and can't do, we have linked articles for each user role below. These articles have been ordered from the most access to the least access.
Admin user:
Admins, or administrators, have the highest access to your Housebuilder Pro dashboard. As an admin, you can:
Alter company information, including the company name, address, contact information and default timescales.
Message templates to structure outgoing messages from Housebuilder Pro.
Managing integrations like Mailchimp and Sendgrid.
Creating, editing and removing developments and the plots within each development.
Creating, editing and removing house types.
Adding or removing site drawings.
Creating, editing or removing product specifications.
Creating, editing or removing home areas.
Creating, editing or removing product groups.
Creating, editing or removing products.
Furthermore, you have full access to all features of Housebuilder Pro. Anything anyone else can do, you can do.
Sales user:
As a Sales user, you have the ability to view any and all developments and plots within, as well as edit select details of each plot. This allows you access to:
Developments:
Add and editing documents to developments.
View technical drawings.
Viewing the site diary (view change history of the development).
Add and view all Requests For Information (RFIs).
Adding and viewing notes to each development.
Adding notices to each development.
Plots:
View and edit plot details.
View and edit plot fees.
Adding, viewing and removing customers from plots.
Viewing customer history.
Viewing and editing payment methods.
Viewing the waiting list.
Viewing and editing documents.
Viewing images.
View, edit and complete inspection stages.
View Part Ls.
Viewing and editing reservation information.
Viewing and editing Council of Mortgage Lenders (CML) details.
Adding, viewing and editing to chains (where the purchase of a plot relies on the purchase of another).
Viewing and editing the checklist.
Viewing and editing the specifications.
Viewing and logging complaints.
Viewing and editing the activity log.
Viewing drawings.
Viewing and editing the timeline.
Adding and sending meter readings.
Other:
Access to our Aftercare service.
Sales - no portal users
As a Sales user, you have the ability to view any and all developments and plots within, as well as edit select details of each plot. However, with the Sales - No Portal Users role, you will be unable to grant customers access to the customer portal. This allows you access to:
Developments:
Add and editing documents to developments.
View technical drawings.
Viewing the site diary (view change history of the development).
Add and view all Requests For Information (RFIs).
Adding and viewing notes to each development.
Adding notices to each development.
Plots:
View and edit plot details.
View and edit plot fees.
Adding, viewing and removing customers from plots.
Viewing customer history.
Viewing and editing payment methods.
Viewing the waiting list.
Viewing and editing documents.
Viewing images.
View, edit and complete inspection stages.
View Part Ls.
Viewing and editing reservation information.
Viewing and editing Council of Mortgage Lenders (CML) details.
Adding, viewing and editing to chains (where the purchase of a plot relies on the purchase of another).
Viewing and editing the checklist.
Viewing and editing the specifications.
Viewing and logging complaints.
Viewing and editing the activity log.
Viewing drawings.
Viewing and editing the timeline.
Adding and sending meter readings.
Other:
Access to our Aftercare service.
Site user:
The Site user role slims down user access to what is essential for managing properties. As a result, site users have the ability to:
View the "Properties" tab.
View the "Issues" tab.
View customer details.
View and amend access to the customer portal.
Amend inspection stages.
View part L reports.
View and edit the plot checklist.
Access our aftercare service.
View plot complaints.
View plot and development drawings.
View specifications.
However, site users can not:
View all customers.
View reports not specified above.
By default, site users can see all developments. However, if an administrator assigns a site user to a specific development(s) it will restrict what they can access to the specified developments.
View only user:
A view only user can see everything in the Housebuilder Pro system, be that contacts or plot drawings. However they cannot edit anything.
This role is ideal for a member of staff that is checking on company processes.
Customer care user:
Customer care users have the ability to edit and oversee individual plots that have been assigned to them. Users who have this role can:
See all developments
Amend plot inspection stages.
View plot part L reports.
View the plot checklist.
Access to aftercare reports.
Access the plot complaints.
Access plot drawings.
However, customer care users will be unable to:
View plots unless allocated by an administrator.
Access the dashboard.
Access all contacts.
Site user GDPR:
The Site User GDPR role slims down user access to what is essential for managing properties; just like Site User does. However, this user will be completely unable to view any customer information. As a result, site users have the ability to:
View the "Properties" tab.
View the "Issues" tab.
View and amend access to the customer portal.
Amend inspection stages.
View part L reports.
View and edit the plot checklist.
Access our aftercare service.
View plot complaints.
View plot and development drawings.
View specifications.
However, site users can not:
View any customer information.
View reports not specified above.
By default, site users can see all developments. However, if an administrator assigns a site user to a specific development(s) it will restrict what they can access to the specified developments.
Basic sales user:
As a Basic Sales user, you have the ability to view developments and plots assigned to you by an administrator, as well as edit select details of each plot. This allows you access to:
Developments:
Add and editing documents to developments.
View technical drawings.
Viewing the site diary (view change history of the development).
Add and view all Requests For Information (RFIs).
Adding and viewing notes to each development.
Adding notices to each development.
Plots:
View and edit plot details.
Adding, viewing and removing customers from plots.
Viewing customer history.
Viewing and editing payment methods.
Viewing the waiting list.
Viewing and editing documents.
Viewing images.
View, edit and complete inspection stages.
View Part Ls.
Viewing and editing reservation information.
Viewing and editing Council of Mortgage Lenders (CML) details.
Adding, viewing and editing to chains (where the purchase of a plot relies on the purchase of another).
Viewing and editing the checklist.
Viewing and editing the specifications.
Viewing and logging complaints.
Viewing and editing the activity log.
Viewing drawings.
Viewing and editing the timeline.
Adding and sending meter readings.
Other:
Access to our Aftercare service.
However, you can not:
See all developments and plots (by default)
Amend plot prices.
Estate agent user:
The estate agent user only has access to the development and plot part of the system. This enables them to access the information that they need to assist their sales process.
This user role is able to add contacts into the Housebuilder Pro system. You can also assign estate agents to particular plots or developments.
Contractor users:
The Contractor user role heavily limits what can be accessed. This takes away most of the access that most users will be accustomed to in order to keep plot prices and details secure. This means that contractor users can only:
See snags assigned to them
Have the ability to edit and resolve snags
Adding notes to snags