The user/permissions below are broad categories and can be customized by the Account Owner and users with Admin permissions.

Whip Around offers a variety of user roles to help you manage your fleet and inspections efficiently. Each role has different levels of access and permissions within the platform. In this article, we will discuss the different user roles and their capabilities.

The 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.

The Admin role is used for individuals who need to have full access to 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.

The Manager role is 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 (except for account level settings/billing). Managers have both read-only and edit abilities (where applicable) of the entire platform, except for creating/editing forms or creating/editing user profiles.

The Team Manager role is 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).

The Mechanic - Full Access role is for Mechanics who need to view all Defects and Work Orders in Whip Around. This role only has access to the Maintenance tab in Whip Around. A Maintain subscription is required for this role.

The Mechanic - Limited Access role is for Mechanics who only require access to certain Defects or Work Orders. Limited Access Mechanics can only access the individual Work Orders assigned to them. A Maintain subscription is required for this role.

The Driver role is for individuals who only require 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 requires access to the mobile app, you will also need to add a driver profile to their user profile.

Understanding the different user roles in Whip Around is crucial for managing your fleet effectively. Each role has its own set of permissions and access levels, so it's important to assign the appropriate role to each user. If you have any questions or need assistance with user roles, please don't hesitate to reach out to our Support team for help.

As an admin user, you have the ability to set custom permissions for Manager, Team Manager, and Mechanics (with full access) roles. This allows you to control what actions these users can perform within the system. Custom permissions can be managed through the following path:

1. Go to the People module.

2. Click on Users in the left-hand menu.

3. Click the arrow button to the right of the user line to access the user's details.

4. Click on the Permissions tab to start customizing.

From here, you can customize the ability for the user to create, update, delete, export, and bulk upload the different modules/operation. Simply check or uncheck the corresponding boxes to grant or restrict these permissions. You can also utilize the reset to default button to restore the user's permissions to the default settings.

By setting custom permissions for your users, you can ensure that they only have access to the features and actions that are necessary for their role within the system. This helps to maintain security and organization within your team.

If you have any further questions or need assistance with customizing user permissions, please reach out to our support team for help.