Users, Roles and Teams


Roles

There are 5 key roles in Gruntify. Users can be assigned one or more of these roles.

The user who creates the initial organization becomes the Primary Owner. If this user was to stop using Gruntify, another user must be made the Primary Owner. You cannot delete the Primary Owner account.

Have a look at the roles, and work out which of your staff are best suited to the various roles.

Compare User Roles

 

Primary Owner

Owner

Controller

Worker

Data Collector

 

Primary Owner

Owner

Controller

Worker

Data Collector

Primary Client App Used

Web App

Web App

Web App

Mobile App

Mobile App

Create & Edit Requests

Create & Edit Jobs

 

Administer Requests & Jobs

 

 

Manage Users, Teams, Depots, Equipment, etc

 

 

 

Manage Forms

 

 

 

Manage Maps

 

 

 

Manage Billing

 

 

 

Delete Workspace

 

 

 

 

Teams

Teams are a group of users. Forms can be restricted to particular teams which is useful if different teams complete different jobs in your organization.

Teams can be set up as geographically based with Work Regions, and Requests can be allocated and viewed based on Work Regions.

 

Teams can be set up with Depots and Jobs can be allocated to Team Members automatically.

Users

All Gruntify users should have their own user account. This ensures the Audit Log is useful and allows GPS user tracking to show the location of your workers.

Apart from the initial Primary Owner account, Gruntify accounts are created by sending an email invite to a potential user. The invited user must sign up with the account used for the email, otherwise, they will not be added to the correct Workspace.

Users may Microsoft, Apple, or Google single sign-on, that is they select the email account type of their choice and log in using their email account and password. Alternatively, they can use any email address and specify a specific Gruntify password.

If you are using an Enterprise server, there is the option to tie into your organization’s own user accounts. Contact Gruntify for more details on this option.

GPS Based User Tracking is an optional extra available in Gruntify. This option is handy both for planning and for staff safety. See the User Tracking page for more information.


If you are working your way through the Getting Started tutorial trail, go on to Step 4: Creating New Forms.