The front office and the floor, on the same record
A shop runs on who is allowed to do what. Below is the Team screen in Claimory, where people are invited, given a role, and have that role's permissions tuned for your shop rather than ours.
What each role starts with, before you change it
These are the defaults for Manager, Estimator and Technician, and every cell here is a switch in your own workspace. The value you save beats the default, so a shop whose estimator should not touch financials turns that one off instead of inventing a new role. The Org Admin account is not on this matrix and holds all eight.
| Permission | Manager | Estimator | Technician |
|---|---|---|---|
| Money | |||
| See financialsThe Financials tab: dollar amounts, costs, payments, and profit. | Allowed for Manager | Allowed for Estimator | Not allowed for Technician |
| Edit financialsAdd or change costs, labor, payments, and invoices. | Allowed for Manager | Allowed for Estimator | Not allowed for Technician |
| Claims and cash jobs | |||
| CreateStart new claims and cash jobs. | Allowed for Manager | Allowed for Estimator | Not allowed for Technician |
| EditChange claim and cash job details. | Allowed for Manager | Allowed for Estimator | Not allowed for Technician |
| ArchiveArchive claims and cash jobs. | Allowed for Manager | Not allowed for Estimator | Not allowed for Technician |
| Workspace | |||
| See reportsOpen Reports and business analytics. | Allowed for Manager | Allowed for Estimator | Not allowed for Technician |
| Manage teamInvite members and change their roles. | Allowed for Manager | Not allowed for Estimator | Not allowed for Technician |
| Settings and billingEdit workspace settings and billing. | Allowed for Manager | Not allowed for Estimator | Not allowed for Technician |
Being handed the car is its own permission
A claim in Claimory can be updated by anyone whose role carries the edit permission, and also by the three people named on the claim itself: its claim owner, its assigned estimator and its primary tech. That rule is enforced at the database, not in the screen that draws the button.
So a technician holding none of the eight permissions can still move the car they were given, and only that car, without anyone handing them the shop's financials to do it. A role governs what a person can do and whether they see money. Every member of a workspace can open any claim in it.
The conversation stays with the shop
Shop coordination usually lives in a group text on somebody's personal phone, which leaves when they do and cannot be searched by anyone else. Claimory carries its own chat, in the same place as the claims.
- Direct and group
- A conversation with one person or with several. Group conversations carry their own member list.
- After you hit send
- Edit a message, delete it, react to it, or pin it so it sits at the top of the conversation for everyone.
- Finding it again
- Search across every conversation you are in, or inside one. Unread counts sit on the conversation and in the rail.
- Who is there
- Online presence across the workspace and a typing indicator in the conversation, both live rather than polled.
- Files
- Attach a file to a message, so a photo of the panel goes where the question about the panel is.
- Turning it down
- Mute a conversation to stop its notifications, archive it to take it off the list, or mark it read.
A seat is granted, not assumed
- 01
Invite
An invitation goes out against an email address with the role already chosen, and it carries an expiry. You can also hand out the invite link directly.
- 02
Accept
The invitation is validated by its token before anything is created, and an expired one is refused rather than silently accepted.
- 03
Change
A role change is written through a dedicated database function rather than a direct update, so the workspace membership row cannot be edited around the rules.
- 04
Resend or revoke
A pending invitation can be sent again or revoked outright. Removing a member takes their access with it.
Put your shop on one record
Invite the office, invite the floor, and set the eight permissions to match how your shop already works.