Fieldworker Permissions

Fieldworker permissions

All your customers and your booking details are protected in OctopusPro. Your fieldworkers do not have the full access to these details. It is you who can decide what details to be shown for your fieldworkers and whether your fieldworkers have the approval to edit these details or not. To activate or deactivate fieldworker permissions:
  1. Go to Settings
  2. Select General Setting
  3.  Select Booking Settings
  4. Click Fieldworker permissions Page
  5. Press the button to activate or deactivate any permission

Through OctopusPro app, fieldworkers can see all their bookings details like (booking address, customer details, booked services, booking invoice, etc.). However, the admin can decide what details the fieldworker can exactly see and whether to grant this fieldworker the permission to make any changes.

This permission decides whether changes made by your fieldworkers on booking details (like changes to customer details, booked services, quantity and unit cost of services) need to go through office staff approval before changing the original values or not. If you turned this flag on, then when the fieldworker makes any changes, a notification will appear to the admin to accept or reject these changes. If the flag is turned off, then the fieldworker has access to make any changes directly.

This screen shot is from OctopusPro app to show what happens when this flag is on. If the fieldworker makes any changes, these changes won’t be applied and “Awaiting office approval” will appear for the fieldworker until the admin confirm these changes.

This permission decides whether the fieldworker can see the customer contact number or not. The customer number appear in bookings or complaints. If this flag is turned on, then the fieldworker can see the customer contact number. If this flag is turned off, then the fieldworker cannot see the customer contact number.

This screen shot shows when the customer mobile number is shown to your fieldworkers in OctopusPro app:

This screen shot shows when the customer mobile number is not shown to your fieldworkers in the app:

This permission decides whether the employee section is shown for the fieldworker or not. If your fieldworkers have other employees that they work with, you can make this section shown to these fieldworkers so they can add their employees. If the fieldworker works alone then you can make this section invisible for this fieldworker.

This screen shot shows when the employee section is visible to your fieldworkers in OctopusPro app:

This screen shot shows when the employee section is not visible to your fieldworkers in the app:

This permission decides whether you want the full booking address to be hidden from fieldworker until “On The Way” button is pressed on the day of the booking or that the full booking address is always shown for the fieldworker. If you turned this flag on, then  fieldworkers cannot see the customers full address unless they match some terms and conditions that will be shown for them to fill. If they don’t match the terms, then they  can only see the customer first name and the state, suburb, and postal/zip code form the customer address. If this flag is turned off, then the fieldworker can see the customer full address directly without going through any terms.

This screen shot shows what the fieldworker can see when this flag is on in OctopusPro app:

This screen shot shows what the fieldworker can see when this flag is off in the app:

This permission decides whether you want your fieldworkers to be able to edit bookings details directly or to go through our terms and conditions first. If this flag is turned on, then your fieldworkers cannot make any changes on the booking details unless they match the terms. If this flag is turned off, then your fieldworkers can edit any booking details directly.

This screen shot shows what happens when this flag is on in OctopusPro app:

This permission decides whether the fieldworker payments are to be approved by the admin or not. If the fieldworker pays an invoice through payment gateways, then these payments are always approved. But if the fieldworker pays an invoice through other payment methods like cash, cheque or bank transfer, then turning this flag on will make these payments go through the admin approval first while turning this flag off will make these payments approved directly.

This screen shot shows what happens when this flag is on in OctopusPro app. (payments need the admin approval)

This screen shot shows what happens when this flag is off in the app. (payments do not need the admin approval)

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