User Roles

There are six types of Whip Around users: Owner, Admin, Manager, Mechanic (Full Access & Limited Access) and Driver.

Owner role is used for the individual who is the main administrator of Whip Around. Owners have the highest level of permissions and have access to all parts of the platform with both read-only and edit abilities (where applicable). Additionally, Owners can access the Subscription/Billing page as well as make global account Setting changes. Owner profiles cannot be deleted without assistance from a Whip Around Support team member.

Admin roles are used for individuals who need to have full access of Whip Around. Admins have very similar access as Owners except there can be multiple Admin profiles per account. Admins can access all parts of the platform with both read-only and edit abilities (where applicable). Admins can access General Settings and Subscription/Billing for the account.

Manager roles are used for individuals who need to be able to view everything in Whip Around but not make account level changes. Managers can access all parts of the platform (with the exception of account level settings/billing). Managers have both read-only and edit abilities (where applicable) of the entire platform with the exception of creating/editing forms or creating/editing user profiles.

Team Manager roles are used for individuals who only need access to certain Teams in Whip Around. Team Managers are only able to access Assets, Drivers, Inspection Histories, Defects, and Work Orders (with a subscription to Maintain) that are connected to that Team. Team Managers are not shown sections/tabs in Whip Around that they do not have access to (including Forms and Users).

Mechanic - Full Access (Maintain Subscription Required) roles are for Mechanics who need to view all Defects and Work Orders in Whip Around. Mechanic roles only have access to the Maintenance tab in Whip Around.

Mechanic - Limited Access (Maintain Subscription Required) roles are for Mechanics who only need access to certain Defects or Work Orders. Limited Access Mechanics can only access to the individual Work Orders assigned to them.

Driver roles are for individuals who only need access to the mobile app to complete inspections. Drivers will only have access to Whip Around via the mobile app and can only view/inspect assets that are assigned to them via a Manager or Admin level role. (If you have an Admin or Manager that needs access to the mobile app you will also need to add a driver profile to their user profile).

See table below for more details (zoom in to enlarge):

Did this answer your question?