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Surveyor Special Permissions

Select Surveyors are given “Create” permission

  • Create Permission grants that surveyor the ability to add a survey from the Survey Portal.
  • A Survey can be created for any property and trade in the account as long as there is at least one fixture in that trade.

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A surveyor can create a survey in the survey portal by searching for a property, selecting a trade and completing the form.

Select Surveyors are given “Edit” permission

  • Edit permission grants that surveyor the ability to make changes to any of the fixtures or parts in the Property/Trade of an open survey.
  • For fixtures
    • They can change the name or description.
    • They can also flag any fixture “This fixture DOES NOT EXIST!”
    • This does not delete the fixture but does add a pinned note to the fixture. “This fixture DOES NOT EXIST” attributed to the Surveyor.

    • This note also appears in the completed survey.

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With "Edit" permission a surveyor can impose direct edits on the information in a fixture or part.

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