Manage and Setting User Permissions

How to allow access to certain section of The Cleaning Software to users.

Note: Providers may ONLY view their schedule. No other client or CRM information.

Admin - Whether you select them to be a General Admin and Non-General Admin defines their permissions

General Admin has access to ALL branches

Non-General Admin only has access to the branch they are assigned to

Providers - Cleaners who are in the field

Section	Permissions	General Admin	Non-General Admin	Provider
Branch Access	Access scope	All branches	Assigned branch only	Assigned branch only
Scheduling	Route management, schedule jobs, timeline view, create new branches	✅ All branches	✅ Assigned branch only	❌ No Access
Customers	Jobs, subscriptions, customers, payments, interaction logs, leads	✅ All branches	✅ Assigned branch only	❌ No Access
Staff	Payroll adjustments, time off events, manage users	✅ All branches	✅ Assigned branch only	❌ No Access
Administration	KPI overview, branches, branch settings, company settings, reports	✅ All branches	✅ Assigned branch only	❌ No Access
Field View	Only jobs on their schedules	✅ All branches	✅ Assigned branch only	Only jobs on their schedules

Open Employee Profile

• Go to the employee’s account in the software.

• Example: Select “Daisy Dukes” and open their profile.

Adjust Role Permissions

• Locate the Roles section.

• Check or uncheck the specific areas you want the employee to access.

Remove Unnecessary Access

• If you want them to keep most admin privileges but restrict certain areas:

  • Turn off Staff access (hides payroll adjustments, time-off events, and user list).

  • Turn off Provider access if not needed.

  • Turn off Scheduling to block the scheduling section.

  • Turn off Customer Access to hide customer-related sections.

  • Turn off Admin Settings if you don’t want them changing system-wide settings

Save Changes

• Click Save after adjusting roles.

Result

• When the employee logs in, they will only see and access the features you left enabled.

• All turned-off sections will be hidden from their account.