Retention Pro User Roles

There are 3 different user roles available within Retention Pro.

Within the Retention Pro system you will have 3 different options for User roles, each role has their own different level of access to the system. 

The user roles are Owner, Standard/Member, and Technician.

• Owner - Full access to the entire Retention Pro system including Management and Billing areas.  Can also delete text messages, add additional locations, and add/remove users.
• Standard/Member/Other - This level of user is called different things depending on where you are in User Management but they are all for the same user level.  Users with this level of access can view a majority of the system including the Dashboard, Appointments, Analytics, Campaigns, and the Messaging Center.  This user is able to read and respond to text messages and activate campaigns.  They do not have access to the areas of User Management and Billing.  They also do not have the ability to add additional locations.
• Technician - Only has access to Inspections.  This level of user will get a "Permission Denied" error when attempting to log in to Retention Pro since they have no access to it.  They can only log in through NextGear directly to perform Inspections.  Even though the user is not able to access Retention Pro you would still need to create a user for them in Retention Pro if you are using the NextGear add-on integration.

When adding a new user you will only have two options available for a User Role

You would select Other for a Standard/Member level user. Additional Owner level users can only be added to your shop by contacting a member of our team.  This is due to the sensitive information that an Owner level user has access to.  

For more information on adding users please see How Do I Add Employees or Users?