Adding Users to Your Account
We have 3 user types on Survey Booker: Surveyor (you), Customer and Introducer. Each of these can access the system. You can only add an email to the system as one user type. For example, the same email address can’t be used for a customer and a referrer. Otherwise, during login, we won’t know which account to send that user to.
To add new users navigate to: Settings > User settings > Manage users. Open this page and click ‘Add User‘.
Your plan has a user limit. Once you’ve reached your user limit you won’t be able to add more users. Once you’ve reached your user limit you can either adjust your plan allowance or remove users you no longer need.
User levels:
There are three user levels you can select when adding a new surveyor user. A summary is listed below but a full list of what each user can see/do is listed at the end of this document.
Super admin:
Full access to all settings, surveys and reporting.
Regional:
No access to settings.
This user can view surveys within the postcode districts that they are assigned to and for the job types they are assigned to.
They can also view jobs outside of these locations/job types where they have been assigned.
This allows these users to deal with specific areas or survey types (residential, commercial or both). Perfect for office teams dealing with different parts of the country or for users needing access to all quotes/jobs without access to your company settings. You can also set these users to cover all locations and job types so they have full record access but no settings access.
Regular:
These users can only see surveys that have been assigned to them and are not able to view or adjust any account settings.
This is perfect for field surveyors who just need to view information about the survey they are carrying out and who can update the status of a survey they are doing. The job fees and signed terms are hidden from the timeline page overview but may still be visible in email logs.
Activating an account
- Each new user receives an account activation email.
- They will be asked to set a password and they can access their account.
- The activation link expires after 10 minutes after which a new activation email can be requested by entering the email address on the forgotten password page.
Customising user access settings
- On the manage users page you can open the “user access settings” tab. Here you set whether or not your regional and/or regular users are also allowed to view reports. Reports are restricted to data assigned to those users. See our reporting guide for more details.
Setting up a user as a field surveyor
You can set users of any access level (super admin, regional or regular) as a surveyor. This provides you with extra user settings. These user settings are used to help make it much easier to book in appointments. Working times will preset your User Availability Settings. These can be further personalised for changes of specific weeks such as holiday or other time off. This then displays each users availability on the booking calendar. Survey Booker will also by default only show you users that are set to cover the job type and location so you immediately see availability of the relevant team members.
Working hours
Select the working hours for each day of the week for this user. This prefills your User Availability Settings so you only book jobs in for when a surveyor is free.
Job types
Select the job types that the user covers. This is for default booking calendar views only.
Locations
Select the postcode districts that the user covers. This is for default booking calendar views only.
Available slider
You can set a user to unavailable to redirect notifications to that user to a central email (if one is set in your notification settings). If this is active, the user will continue to receive emails outside of their working hours.
View user email and calendar connections
On the user table you’ll see calendar and email icon.
If grey, the user has no account connected.
If green, you can hover over to see which email and calendar they have connected.
This enables you to see if users have any accounts connected and, if so, which accounts they’ve added.
A detailed view of what each user can do
The table below outlines what each user level is able to do.
Green: Full Access
Light Green: Limited Access
Grey: No Access
