Users, Roles and Teams
- Customer Care
- Former user (Deleted)
Business professional
Users
All Gruntify users should have their own dedicated user account to ensure effective utilization of the Audit Log and enable GPS user tracking for monitoring worker locations. 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 have the convenience of utilizing Microsoft, Apple, or Google single sign-on options, logging in with their preferred email account and password. Alternatively, they can opt for a Gruntify-specific password while using any email address.
ENTERPRISE 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.
Roles
There are 5 key roles in Gruntify. Users can be assigned one or more of these roles.
The user who initiates the organization becomes the Primary Owner, a role that cannot be deleted. If the Primary Owner stops using Gruntify, another user must be designated as the Primary Owner.
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 Client App Used | Web App | Web App | Web App | Mobile App | Mobile App |
Create & Edit Requests |  | |
| ||
Create & Edit Jobs |
| Â | |||
Administer Requests & Jobs | Â | Â | |||
Manage Users, Teams, Depots, Equipment, etc | Â | Â | Â | ||
Manage Forms | Â | Â | Â | ||
Manage Maps |
|
| Â | Â | Â |
Manage Billing |
| Â | Â | Â | |
Delete Workspace | Â | Â | Â | Â |
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.
PROFESSIONAL Teams can be set up as geographically based with Work Regions, and Requests can be allocated and viewed based on Work Regions.
bUSINESS Teams can be set up with Depots and Jobs can be allocated to Teams automatically.
If you are working your way through the Getting Started tutorial trail, go on to Step 4: Creating New Forms.