Team permissions

Decide who can do what, role by role and person by person

Every team works differently. Admins can change what installers, supervisors and office staff can do for the whole team, give one person something different for a set time, and keep a record of why. Signed certificates, billing and team membership stay locked.

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The CertSync Pending review queue on a laptop and a phone: twelve EICRs marked Awaiting review, each with the customer, address, the installer who created it, the date and an Approve button, under counts of 12 in queue and 10 days oldest waiting.

What it does

Exactly what you get

  • Change who can approve certificates, sign certificates, delete customers, add to or edit the team’s observation and phrase library, and change roles and permissions.
  • Change a whole role in one table, or one person, with an optional end date for temporary cover.
  • Every change needs a reason, and takes effect straight away.
  • An installer can be allowed to approve or sign one person at a time, never as a whole role, after a warning and a check that it is you.
  • Permission history lists who changed what, when and why, and downloads as a CSV.

How it works

Three steps

  1. Set the roles

    Go to Team › Roles & permissions, change the boxes for a role, review and save with a reason.

    The Pending review queue on a laptop: EICRs from several installers marked Awaiting review, each row with an Approve button, and filters for type, date and order.

  2. Make an exception for one person

    Open the member’s permissions, add a change, say why and pick an end date if it is temporary.

    The CertSync certificates list on a laptop, with certificate types, serial numbers, customers, addresses and statuses.

  3. Check the history

    Team › Permission history shows every change with its reason. Download it as a CSV when you need it.

    The CertSync certificates list on a laptop and a phone, showing EIC and EICR rows with certificate numbers, customer names, addresses and status labels such as Sent and Ready to send.

Good to know

The details

  • Locked for everyone: editing or deleting signed certificates, billing and seats, and inviting or removing members.
  • Only admins change permissions. Supervisors can view the role table, and everyone can see their own permissions.
  • Changing permissions needs a connection. Offline, the app uses the last saved permissions and the server checks queued work again.

Questions

Frequently asked questions

Can I let one installer sign certificates?
Yes, one person at a time. You confirm a warning that the certificates they sign will name them as the person responsible, and confirm it is you. It can never be given to every installer at once.
Can anyone edit a signed certificate?
No. Signed certificates cannot be edited or deleted by anyone, whatever their permissions. A mistake is put right with a correction.
Is there a record of who changed what?
Yes. Every change needs a reason, and Permission history lists who changed what, when and why. It can be downloaded as a CSV.
Which plans include permissions?
It is included on Core and Pro. Only admins can change permissions.
Can someone approve a certificate they worked on?
Supervisors and admins can approve their own work, which is how a one-person business signs off. An installer who has been allowed to approve through team permissions cannot approve, return or review a certificate they created, edited or collaborated on.

Keep reading

Related features, certificates and guides

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All 13 certificate types, one subscription. The first month is free.

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First month free, then from £15/month. No fixed-term contract. Cancel any time.