User Roles

XOi provides different roles that give certain permissions to individuals based on their responsibilities within their organization and XOi. 

These roles allow for more scalable user management and job management, giving managers, leads, or other back-office roles more flexibility and access to the system without providing full access. User creation requests and job deletions, edits, etc... can be delegated to appropriate parties. 

The four roles available are:

Admin

Job/User Editor

Job Editor

User

Admin

Admins are responsible for the overall logistics and operation of their XOi organization. We recommend giving this role to only a few people within your organization. 

They have all of the permissions with the most important being the ability to create\edit users, groups, and workflows, review and edit all users complete\incomplete jobs, dispatch jobs, and manage the knowledge base.  

This role suits the below positions:

• Implementation Manager
• Operations Manager
• Service Manager
• General Manager
• President
• Corporate Operations
• Manager

Job/User Editor

The Job/User Editor role is primarily responsible for managing users and job activity. 

They can create\edit users, edit all users complete\incomplete jobs, dispatch jobs, and manage the knowledge base.  

They cannot create\edit groups and workflows, those permissions are only available to Admins.

This role suits the below positions:

• Implementation Manager
• Operations Manager
• Service Manager
• General Manager
• Regional Manager
• Dispatchers

Job Editor

The Job Editor role is primarily responsible for managing job activity. 

They can edit all users complete\incomplete jobs, dispatch jobs, and manage the knowledge base.  

They cannot create\edit users, groups and workflows.

This role suits the below positions:

• Service Manager
• Tech Support
• Warranty Manager
• Lead Technician
• Sales Manager
• Dispatchers

User

The User role is primarily responsible for working through jobs in the XOi Mobile Application. 

They can create jobs for themselves, add images, videos, notes, and answer questions in workflows, complete and share their jobs with customers. 

We suggest giving this role to individuals in these roles:

• Technician 
• Sales

To assign these roles to an individual you will need to be an Admin or a Job & User Editor. Whether you create a new user or edit an existing user go to the Role section on the user's page. 

Review this matrix to learn more: XOi User Roles Matrix